Name: Streamline Your Pipeline: Powered by HubSpot, Coda, & Grammarly
Uploaded: 2025-07-30T17:17:47.478Z
Duration: 53 min 12 s
Description: Streamline Your Pipeline: Powered by HubSpot, Coda, & Grammarly

Transcript for "Streamline Your Pipeline: Powered by HubSpot, Coda, & Grammarly": Here we are. Welcome, everyone. My name is. I'm the engineer at HubSpot. I can share my screen. Oh, that we have our slides on the screen. Yeah. Perfect. Today, together with my colleague, Rocky, from the Coda team, we will show you how you can streamline your pipelines by using HubSpot, Coda, and Grammarly. Before I give an introduction about HubSpot, we have a poll question for you. So if your sales tools were abandoned, how well are they playing together? Could you please answer this poll question? And you can see your polls on the right side of your screen next to where it says q and a. Alright. Very mixed results. And most of the people say that some great solos, but not always in tune. Mhmm. Interesting. That sounds right. Alright. Some results are still coming. Feels like a urge band most days. Yeah. Okay. No one said almost Total Harmony. We are synced up. And therefore, we can, start, I guess, with the presentation. Right? Let's do it. Let's do it. Cool. Alright. Then I would like to generally talk about what HubSpot is. HubSpot is an AI powered customer platform. We help our customers, in the whole journey of their customers from the beginning till the end. We provide marketing and content tools, to increase quality traffic to our customers' websites, attract visitors to convert them into leads. We provide sales tools to convert those leads into customers. And finally, we provide service tools to convert those customers into happy customers or promoters. And now Rocky will tell you what Grammarly and Coda tools are. Please go ahead, Rocky. Thanks so much, Göker. Yes. I'm Rocky. I am a customer success manager here at Coda slash Grammarly. And, I'll tell you a little bit about Grammarly to get started. Grammarly is great at helping you write. Right? That's kind of the basic place where we start. We've been, leading in AI for over sixteen years, and that was, like, way long before AI became a buzzword, but that's how we got started. And today, over 40,000,000 people and 50,000 teams rely on Grammarly. In fact, Grammarly is the number one most used Gen AI app, and this is, like, per Palo Alto's networks. Twenty twenty five state of GenAI report. So it's pretty cool. We we love, helping folks write and using AI to do so. And then, the next step is, like, okay. Well, where am I writing? Right? Like, where am I doing my work? So that's where CODA comes in. Go quickly and hop over to the next slide. And CODA is our all in one work operating system. Right? This is where you go to get your work done. It's a document that works like an app. It's kind of like a combination of Google Docs and spreadsheets right in one place, but I think it has, you know, some superpowers that go along with it. We'll talk about that a little bit later on today. But it's a a place where your team can go, be productive, it can be used as a no code platform. It's kinda like Notion, if you're familiar with that. I think it's a little more programmable. Also disclaimer, I drink Coda. I'm all in. So know that as I as I talk, I get really excited about it. And but but most importantly, it's a workspace. It's one place where it brings your docs and your ideas and your tables and apps, everything together in one spot. And one of those apps that we're gonna bring in is HubSpot. Back over to you, Göker. Thanks. Right. Thanks a lot. So I want to give you a brief look at what our portal looks like. Right? So this is a screen, for example, that you can have when you turn on your laptop in the morning. Right? So you can, of course, decide which screen you want to have. It can be a dashboard like this or another feature or another workspace. You can decide on your own what you would would like to have as a start page. On the left side, you will have some menus. For example, in the CRM menu, you will have your CRM objects, like contact, companies, deals. Under marketing, you will see marketing features like social tools, email, and everything. We have content creation features. We will talk about landing page, for example, briefly today. Also, we have sales features. Right? They are under sales. We will talk about, for example, the sales workspace and the sequences. Additionally, we have some, commerce, service features, data quality features. We will also see some automation today, and we will briefly talk about the reporting part as well. So let's jump let's jump into the CRM part. So this is a contact. Contact is kind of the core of our CRM. Right? A contact can be, for example, a person who visited your website or filled their form, filled out a form, Could be a lead or a customer already purchased something from your website or maybe a b to b contact working in a company that you are getting in touch with. You had a deal with, or you are working with can be any person who is related to your business. Right? This structure that you see is used by every object in the CRM. On the left side, you will have some properties. Right? That can be some standard properties coming automatically out of the box, when you purchase HubSpot, or you can customize them according to your business. In the middle panel, you will have, activities or overview of a contact. Right? So now I'm on the activities tab. Under overview, I can have, for example, what activities I had. So I can add some reports. I can see the associations and everything. And as I said, you'll have activities that you had with this contact till now. For example, consider interactions, you had with this person through an app, maybe live chat with this person as you see on the screen, or an email you sent to them for marketing, for example. Someone visits their page. Right? You see here a page view, for example. All these page views will be listed also in the timeline, or the emails that you sent to this person, will be also listed here. On the right side, you will have the associations. Right? You see here, companies, deals, and everything. Right? For example, you can see directly in which company he's working at, which products he has purchased from you. All will be listed here, and you will also see the opportunities that you have with this person. Here on the left upper side, you have some quick features. Right? I can, for example, click on note and create a note for this person. I can click on email and write an email, call them, create a task, meeting, and many more we have under the more button. First of all, let if you click on the email, then we land to a page like this. Right? I can write an email. Yeah. Write me write some email or let's say, for example, hello, customer. Do you have some feedback for me? And I can ask this question. I can say that I want to write it a bit more professional so I can use Grammarly in this case. Right? I can say, for example, rephrase this in a more formal way. So this email can be written like, dear customer, could you please please provide me with any feedback you may have? Right? I can directly insert it from Grammarly into HubSpot, and I can directly send my email if I want to. And this will be also listed under, timeline. Right? We were talking about the company, so let's jump to the company part. So this is the next object that we will cover. As you see, it's the same structure. Right? Properties on the left side, activities or overview in in the middle side. And, under the activities, you will see all the activities that you had with all the employees of this company till now. Right? In the context, we had just activities which was done with this contact. Under company, we will have the whole company activities. For example, here we have, many many contacts on, working in this company, so all will be listed here under this timeline. You can easily create transparency inside your company because, all this comp communication will not be lost in any spreadsheet and anywhere. It will be all under this company overview. On the right side, we will see again all these associations, as I said, all the integrations. You can, of course, integrate like we do for Grammarly or Coda. You can have other integrations as well. All will be listed on the right side. As I mentioned earlier, our goal as a platform is to support you throughout your entire customer journey. Right? The first step of it is at attracting customers to your website. And as I said, we want to convert them into leads. Therefore, we will have a landing page with a form, do some, nurturing for him. And finally, we want to hit we want to win him as a customer. Right? That's our main goal. So we initially undertake some marketing efforts. Let's jump to jump to the marketing features then. For example, you can create a form. Right. That's a form. You can create a form in HubSpot like this. So all these fields will be connected to your to your CRM. Right? I can see directly. For example, if I click on this property, I can see directly which property or this field is connected to this property. I can directly see it. Right? I can I mean, the the person can fill out the name, surname, and everything, and all this information will be synced to the CRM directly in real time? Right? I don't want to get, of course, this information all the time again and again from the prospect when he visits the website, I can do it in a progressive way, which means when I get this data already from this customer, I ask different questions to get more information from this customer every time. Right? That that's kind of the benefit of using HubSpot in the in the background when you, create your forms. Of course, as you can see, that can be a multistep form as well. Right? So you can say that once the first step is filled out, the second one should be shown, which can be followed by a text page, for example, and so on, can be created easily with HubSpot. But, of course, you don't want to use a form stand alone like this normally. Right? You want to have it on a landing page or a web page. Therefore, you can easily create engaging landing pages like this using our drag end drop editor. Right? It's very easy to use. You just need to select, what you want to add to your page. Right? And all these modules will be added automatically. We can for example, if you if I scroll down, we see that there's a video. I can put a video here. I can put some CTAs on it. On top, we see, for example, two different texts. Right? Why we why do we see it in different languages? I can use smart rules here. We call them smart rules. I can say that if someone's coming from any country, it should see this text in English. But if it is coming from, for example, let's say, Germany, then he should see this text in German. So it's really easy to create this dynamic content with using just one landing page in house thought again using, of course, the benefits of, having your CRM in background. The next the next feature is email part. Right? Let's assume that the visitor visited your landing page, filled out the form. We saved them as a contact in CRM. Now we can nurture him with some emails. Right? It's very easy again, create some, personalized personalized email as you see, for example, with personalization tokens here. Right? I say, for example, hi, first name. This information is again coming from CRM directly, and I can use again some smart flows as we have seen in the landing page. For example, a customer can see a discount because he purchased already something, so he gets a discount from me in in the email directly. Whereas the first time visitor doesn't see this banner, for example. It can be also done dynamically as we have seen in the landing pages. Of course, you can maybe you can think like, okay. Should I create all these assets one by one one, one by one by me? For that, we had an AI based feature called content remix. With content remix, you can select any content, for example, any website, any file you prepared for a marketing campaign, let's say, right, as a source. And based on that, AI can create content for you. Let's select, for example, I click on add content, and I say that I want to use one URL. I will just copy paste our HubSpot URL. And I add it as a content, so kind of a source. And in couple couple of seconds, I I the website will be recognized by AI. So AI had recognized already. Now I say what kind of assets I want to create based on this resource that I provided. Right? For example, I want to create a paid ad. I want to create a blog post. I want to I want to create a landing page, an image. Let's say a social post, for example. Right? When I say next, I can, of course, define in which language, in which blog should be posted, in which social channels, whatever. I can select everything here. And then when I, click on generate, all this content will be created automatically for you, so I don't need to touch anything. I can provide even more resources, right, to make the company a bit more stronger. I can, as I said, put PDF files, for example, that I already provided. And all this content, as you have seen, will be provided for me in couple of seconds, which will make, of course, your marketers or content creators life way easier. Right? Okay. As you see, ad is already there, but I'll post it taking taking a bit more time. Landing page also, but the image there, social post, and everything will be ready in couple of seconds. We created all those assets. Right? So we nurtured them, and now we have kind of a lead. Right? So this person is marked as a lead in CRM, let's say. Now we want to segment them and do the handover to sales automatically. Right? Therefore, we have a workflows feature. At the top of the tool, we will have a trigger. For example, I have a form submission here as a trigger. So if someone submits a form, it'll be included in this workflow. Right? But, actually, any type of integration or any demographic data you have in your CRM could be used as a trigger. Right? So let's say, for example, he's interested in a product I could have in this in my form. Right? For example, in this form, we had this drop down, these two options. And according to it, I will do some segmentation. Right? He's interested in a product. I will check here. Is it interested? Yes. This product, etcetera. If in he is interested in this product, I will go to this direction. If he is interested in this product, I will go this direction. If none of them, for example, I will start another workflow or I go into another path. Right? That's really easy to create, in HubSpot. What happens then? For example, if you selected a product, we know this information. It will be automatically rotated to one of your salespersons. Right? I can write him automatically one email. I can send this person automatically one email. I can inform my sales rep. I can create a, for example, task for him and inform about this, contact. I can create a deal, right, an opportunity because I see I mean, that there are good sign off that he's interested in our product. He selected the product, etcetera, on on in the form and filled up the form. So I can create this demo, demo deal in this case and, assign it to one of my salesperson so that he can get in touch with this person. Right? Now we created a deal. Let's say in this automation, let's talk about the deal object then. Right? So that's our goal. And now we are on the sales part. As you see again, another object, but the same structure. So a deal is an opportunity where the customers shows a clear intent to purchase a product, a service, or whatever from your business. Right? When you see this opportunity, normally, you open a deal in HubSpot, or as we have seen, a deal will be automatically open for you. Right? Remember what we have seen in the contact object. We had all the communication with this individual. In the company timeline, we had the whole communication with the whole company. Right? Now within the deal, we will see the communication regarding this opportunity only because you can sell multiple products in different life cycle, life cycles or life cycle stages to to a customer. Right? So we group kind of each life cycle into one deal or each product line item, let's say. A deal can have a deal amount as you see at the top. Right? In this case, it's zero, but could be more. Can have a close date, a pipeline, a stage. On the left side, again, you can you see the properties which can be customized again as you want. In the middle play panel, you will have, activities as I said. And on the right side, again, you will have all these associations. For example, which contacts are related to this deal, which were which were involved till now, or which company you are selling to. Right? So if it's a b b to b business. And, additionally, of course, for the deal, you will have the products that you are selling, which is under the line item in the screen, and you will also have your quotes that you generated, which is our kind of main goal. Right? But before generating the code, I will just talk about two more sales features which could simplify your sales processes, get the code signed, and maybe help you a bit to reach your targets. One of them is, sequences feature. It's a more personalized type of automation, I will say, in comparison to workflows, for example. So with sequences, you can create, communication sequences as the name says, which will be done on behalf of you. Right? So your HubSpot will reach out to your contacts for you, write them very personalized emails. We'll even follow-up with them, right, without spamming them because, for example, if your contact reacts to one of your emails, you can stop this or this sequence will be automatically stopped for you. And if he doesn't react, for example, after two days, as you see in the screen, right, after two days, for example, we create a task for for the salesperson after some days after on the day three, for example, we send a follow-up email to this person and etcetera etcetera. So, it's really easy to design such sequences, very personalized ones. It will go out of your name from your email address, and, will be very personalized with the information. As you see, all these placeholders, tokens are coming from CRM. It will be very personalized, and you can, of course, analyze all this. For example, how many people, were were involved, how many opened your emails. All these percentages and everything can be also listed and depending on it, maybe you can adjust your, sequence strategy or, use some other wording. For example, you can, of course, again, use Grammarly here to write your emails in different ways. All this will be possible in sequence and will help you a lot. I mean, especially your salespeople a lot instead of writing the emails again and again and doing the follow-up on your own. Sequences will handle it for you. Every single salesperson will have their own workspace, right, where they can see, for example, like, a summary like this. Right? They they will see their task. They will see which sequences are active at the moment. On the top, you can see, for example, the prospects, deals, and everything will be listed for you. For example, if I click on the deals, I can see which deals I have opened currently, and I will, for example, have some, health score or deal score, which is provided by AI again. Will do some some summaries for me about the deal. So deal probability, how it's likely to close, how it's likely not to close, why, if I click on this, for example, I can see directly on the right side, If there are some risk with the deal, the close date is ordered in the past, so it's not likely to close, etcetera. All this information or additional information will be, provided to you from AI. And finally, of course, we want to create the code. Right? So if you go back to deal, as I said, on the right side, you will have these codes. I already created some quotes, but let's create one more together from scratch. So this skill this deal has already some products in it as you see on the line items. And now we will create quickly a quote based on those line items. Now I click on add, for example. It will show me who is the buyer. Right? I can select which contacts from the company, which company we are creating for, all selected for me, of course, because CRM knows every already, who is involved in the, in the deal creation or, with whom I wrote ordered the get in touch. And now on the right side, you will always have your preview. Then it will ask me, for example, who is sending the calls. Right? Should that send by me because I'm the owner of the contact or my company, or should I select someone else? And then all these line items will be listed to me. So what are we selling? It could be product, as I said, or it could be some services. For example, you can have a column like this with hours. You can adjust the discount that you want to give. If you want to add some taxes, etcetera, it can be also listed here. And, the last kind of the last step is if you want to have the signature directly, like, a esignature, for example, you can select or no signature. If you want to have some payment or not, you can already have it already here. And if I click on next, this kind of the final stage for the design of the quote, I can define what kind of a template I want to use. Right? I can adjust all the templates, of course, on my own as I wish. If there should be some terms, conditions, etcetera, can be also listed in the quote. You can put some images, whatever, and it will be at the end a website for the customer when I click on next. Right? So this is the final screen. The customer will see it like this exactly. And when I click on create, the code will be created for me. And, we crossed the fingers now. Right? So let's assume it's closed. Right? Then we delivered this deal to Coda tool because, they will handle with this closed deal, and they will start the project, let's say. Right? Before I give microphone to Rocky, I just go back to my slides, and the next poll question is coming for you. If you had a magic wand for your wrap ups workflow, what would you fix first? And after that, I will give the mic to Rocky. Awesome. Thanks, Gilbert. Yeah. Reminder, the poll is gonna be on the right side of your screen under there by that q and a tab. So as you're filling that out, we will have some dedicated time for question and answer at the end, but feel free to use the q and a tab as well and and add questions. Thanks, Jorge, for dropping that in there for us. But, yeah, add questions throughout, and, you know, fill up the poll. Looks Looks like we have a couple of all of the aboves is the, is the leading vote for our poll. So I'm looking at it over here on the right. Reporting headaches. Yeah. I think that's the one I would, oh, tool sprawl. I think tool sprawl. There's always it feels like something new to learn. Right? Correct. Yep. Göker, thank you so much, man. That was awesome. And thank you for closing the deal. So now we can come over to the Coda side and talk about a mutual action plan. So I'll share my screen here once I can find the exact button to press. There we go. Perfect. And alright. So here I am in my mutual action plan, for the Coda and HubSpot. Right? So in this scenario, this is the template that we use in this scenario. My teammate, Göker, has just closed a deal with us, and or for us, and we're gonna work with the customer to work through a mutual action plan. What are some other things that we need to do throughout the, our relationship, right, to ensure that we are setting ourselves up for a good renewal moving forward? Right? So went from, you know, account executive, now we're over to the customer success manager, me, and we're going to work through this part. So the first thing we have right here is an intro. Right? We use some formulas and stuff that's kind of fun. Just using a user formula here so we can say, hey, Rocky Moon. Whoever comes into this, I have my colleagues, Bree and Becca, in here right now, and they're gonna see their names, which is kind of nice little personal place, if we share this over with the client. And then we have, our intro. So this one specifically welcoming us to the mutual action plan template, but, obviously, all of this can be deleted. Right? And so instead, we could be talking specifically about the services that we're offering, and we can come in and edit this text. This is a a doc. It It can be edited real time, by you and the customer. Additionally, Grammarly plugs right in, kind of how Göker was showing us before. So I can click right in here and improve anything. It'll make it more persuasive or, can try this piece here. So I like actually this one. It just looks like kinda more fun. So I'll just hit insert and it just changed it right over for us in there. And, obviously, as I'm going and typing, Grammarly spell check and suggestions, I am not a terrible speller. I am absolutely awful at, like, flow in a sentence, and so I end up putting things backwards and sometimes I write like Yoda speaks. Grammarly corrects that for me as well. So it's really cool that even if it's technically right, Grammarly can make it sound better. Okay. So we're in here in this coded doc. One of the things that I've done is I've synced directly with HubSpot. And so I got our contacts pulled in. I'm gonna go in here to our settings and show you really fast about that. And and we have resources on how to install packs. So I'm not gonna waste your time today on the specific install steps. But I have a HubSpot HubSpot contact, table here, and I'm syncing it in through my email. So it is permission aware. Right? Like, it's gonna show based on the stuff that I have available to me. And I've also filtered it down for a specific company. Right? So this here is important because if I wanna share this out with our customer, I wanna make sure that this is, like, showing HubSpot stuff and not Grammarly stuff if it's a different customer. Right? The really cool part about the HubSpot pack is it has two way edits available. Right? So as I'm looking at this table, I have Göker email right here, and it's gacar@hubspot.com, but maybe it's actually his full name. So it's like Göker like this. I can make an edit here. When I click out, you'll see this little blue triangle. Since it's a pending edit, it starts the updates automatically, and it'll send it over to HubSpot. And in a second, I'll click there. The other thing that I have is a HubSpot contacts link here. So I can go directly to my contacts page where Gokor was working before. I'm in his personal portal where he was doing his demo, and it takes me straight over to it. So if there's any information that I need to update directly in HubSpot and it doesn't really make sense to bring it into that doc we're sharing with the customer, we can come right here. Additionally, I have this URL and it's called object URL right here, but I could say, like, contact link, right, and change the name of it. And I could click on that and we'll pull up directly to that contact. So you can see that I have edited. It used to say giacar@hubspot.com, and I've made that edit there. So maybe I'm meeting with my customer, I make an update. Me as the CSM, I spend most of my time here in this stock in the mutual action plan when I'm working with this customer. Whereas Göker, the AE, maybe he prefers HubSpot and he spends most of his time here. So it allows us to communicate and keep a single source of truth without having to, work in places and have multiple tabs of it. Right? That kind of tools for all thing we were talking about a little bit before. Okay. So that's, the initial part of the HubSpot. There's a whole section down here. We can share out this template as well on how to insert the pack and how you can get started with the HubSpot account. Again, I'm not gonna waste your time live here today, going through that, but it's pretty simple. You just go up to the insert and you can add packs. There's all kinds of packs that we have. We're focused on this doc. We have HubSpot, Google Calendar. I don't actually think I'm using Coda admin at the moment, but you could see if you work with Jira or Gmail, all of those can kind of live in a Coda doc. So you can take care of all of the different things that you're working on, and and be able to keep a single source of truth with your colleagues who work in different areas. Okay. So let's move over to the mutual action plan. This is absolutely something that I'd work directly with a customer with. Right? So I would share, either this whole doc or specifically create a doc for customers where I say, okay. Here's the team that we're working with with you. Right? So here's our customer, Adam and Alan, and they're on, the customer's team. And then we have my team, Polly, Mary, and Rocky. What are our titles? What are we what are we do for the given companies? And then I can show, like, a proof of value. This is really great directly post sales or even, right before renewal in either of those spots because you can discuss what are the objectives. Why did you pull us on? Why did you bring Coda and HubSpot into your your company? What are the things that you hope we can help you with? So we can talk about your overall objectives and then talk about if there's something that we can do as a product to to help you. Right? That can happen early in the sales cycle, like pre close. Right? And then it can happen directly after, and then it can happen pre renewal so we can really track. And because we're all aligned, Göker and myself with our customer, we can point back and say, look how we've helped you with these company objectives that you named at the beginning. That really helps for that renewal conversation. And then there's some fun things like these reactions. Right? So maybe, you know, your head of sales is on here and they're excited about increasing sales by 30%. They can click on this. We can get some hearts in here. HR team is here for team collaboration, and we can get, like, really great, direct feedback about what we're talking about and make it a little bit more interactive. Now this is a fun one. It's great for, like I said, specific times throughout the process, kind of at the beginning and at the end to make sure we're delivering value. But this milestone tracker is maybe even more important. So the milestone tracker allows us to set up, exactly what it says, milestones, specific tasks that we can assign stakeholders to. And these stakeholders could be like this one here. It could be, responsible from the customer that we're working with, or it could be a combination where we're working with that stakeholder and, and myself. So, like, we need a mutual action plan. Maybe it's my job to build it out, but the customer stakeholder's job to, to make sure that it aligns with what they they hope to achieve. And so we can have two stakeholders there. We can mark it completed. One quick, like, a side hot tip, obviously, the discovery call with Coda is over. We've already closed this deal. So but we added in because it's nice to see, like, in the initial milestone, let's see some stuff that's already checked off. Right? We've already gone through it. We can put in here the, in progress. Right? So this is like we've gotta get the proof of value from that previous page, presented to stakeholders. And so we've started that. We've built out the proof of value. Maybe we're scheduling the meeting. And then we also have the start date, completion date. Maybe this is actually better written as, like, a due date. If I decide that's better for us to have here, this is when it needs to be done by. Right? All of this stuff can be here. And maybe this is, like, instead of contract start date, we know we've already closed. This is all editable. We can change it to contract renewal date. Right? Maybe we're renewing on that point. Right? And so we can track. And then every time I have a meeting with a customer, I can pull this thing up and say, hey. Where are we? Like, I know we need to present to stakeholders. Do we have something scheduled? How can I help? Are we still in progress? Is it, do we need to go back to start? Or, actually, have we are we blocked? And I could add in a new option here that just says, yeah. We're blocked. And, like, this is not something that we are ready to to move forward on. And so we can we can change those and really customize it to whatever you would like for you and your customer, both for you specifically as, like, a general template for your company, but also you can customize it specifically to the customer that you're working with. Down here, we have a time line with all of the different things that we hope to get accomplished, directly related to this. So just a quick example, if I look down here for the discovery call with Coda, maybe I shrink that time line up significantly. We move it all the way back here so it starts on July 7 and ends on the eleventh. Those dates have automatically updated. And if I say, no. Actually, this is a really long discovery. We're gonna move it out a couple of times. Sorry. I said June. We're gonna move it out a couple of months and so we actually don't get done until August 31. You'll notice that it updates here. All of this is directly interconnected. There's not two places to update. So even within Coda, there's a single source of truth that you work in. We can also see those things on a calendar. So that discovery call just went all the way around here, but maybe I'm like, a discovery call is one date. It is gonna happen on June 7 on a Saturday, which is not what we would do. Now when I look at the timeline, we got the one date. When I come down here, it is on Saturday, June 7. And that's it. It's also inheriting these are inheriting the conditional format that we have. So these are all completed. You'll notice that if I change one of these to need to start and another one to in progress, the conditional formatting gets brought in. So need to start as a blank and and the, in progress is yellow. So that all transfers. It's a nice quick visual cue of, like, where are we in the process for these different action items. Okay. Last but not least, and maybe my favorite, and with a slight digression, if you'll permit me, this discussion tracker is one of the easiest ways to get started in Coda and has a plethora of uses. Right? So I use some versions this discussion tracker, 95% of the meetings I'm in. I I only don't say 100 because I I hate to speak in absolute. So, like, it's pretty much every single meeting that I that I have, I have a discussion tracker. Right? And I'll talk a little bit more about this one specifically and why I can can transcend that. Right? So if I have questions from the customer and this doc has been shared with them, they can add this in. So for instance, Alan is curious, are we SLC two compliant? He can add this in and even before we meet, I can say, yes. We are, and here is the link to the doc, etcetera. Right? And Grammarly is coming right in here and telling me you don't know how to spell and fixing me up. Right? So we can put this right in There we go. Took me punctuations. We can put this right in answer. And now Alan has the information. I can insert the link in here. I can even, embed a file or, put a screenshot of the proof that we're SSC two compliant here. And that can actually get answered beforehand, and I can mark an answer. And now we don't even have to talk about it. Alan can see it. Or I can leave it unmarked, and then when we meet, say, hey, Alan. By the way, I heard you you had that question. Just wanted to show you that we are, and here's the link. I will say, cool. Now that discussion that can take five minutes to answer a yes or no question just happened in thirty seconds and we're done. Right? Additionally, if you're working with your team, you can do slash Dory, which if anybody's familiar with the movie Finding Nemo, Dory is played by the great Helen DeGeneres, and she asked a ton of questions as that fish. So we do slash Dory in a table, and this is great for team meetings. Right? Like, I just have a question that I wanna discuss. Let's put this in there. Let's upvote what needs to be discussed. And then the question with the most number of upvotes can get answered. We're answering live those questions that are most important to your customer, to your team, wherever you might be. Right? So we don't have an upvote on this one here. Probably all the questions are pretty important. But if you're doing a wider, question asking, right, you're doing it across the entire company, for instance, you might not be able to answer all 30 questions. So you wanna answer your top five. Okay. That was a lot of information for me. I'm noticing we still don't have anything in the q and a, which is totally cool, but wanna remind you that we have it in the top right up here, where you can, ask the question in the q and a tab near where the chat is or excuse me, where the polls were. And so feel free to ask those questions there. And we'd love to answer questions about Coda and Grammarly. I know Göker also would love to answer your questions about, about HubSpot. So I'll stop sharing there. Let's pull this back over. Let's see what we got. Yep. Go through just one more oh, we got some stuff coming through. Oh, thanks, Catherine. If we have I guess it's for me. Right? If you have different teams in different regions, how customizable are the forms, sequences, and emails? Yeah. Good one. I mean, I guess I showed it a bit, in the demo. Right? But we can talk about it. Right? As I said, you can use smart rules again in this case. Right? So we because we can identify, according to the IP address or the demographic data that we have in CRM, we can identify that, okay. He's coming from this country. Therefore, he should see this form, or, we should send this email to to him, etcetera. We we can do it again with SmartRows. So we can put even people into different lists. Right? You can use the filter options. I I haven't seen it. I haven't shown it in the demo, but we have also the list feature, right, where you can use any data that you have in your CRM, for example, the demographic data, as I said, or the behavioral data. We can say, for example, the three people coming from Germany in the last seven days should get this email. That can be done in that way as well. I hope I could answer the question. The second one is for me as well, I guess. What are some ways to personalize email content beyond smart tokens, especially at scale? Good one. I have shown it in the sequences a bit, so how you can use tokens, but you can also do it in the marketing. Right? So you can say, again, using all this data you have, in your CRM, you can again use the personalization tokens or the smart rules. So we were talking about the list, for example. Is this mid, list, membership, for example, could be a trigger to start an email, and this membership could be, again, a token for you. Right? He's a member of this, list membership. For example, all people coming from Germany in the last seven days could be the list membership, and this token could be generated according to it as well. Are there any other questions? You're getting all the good ones. I'm loving it. We'll we'll hang out for a minute, see if there's anything else. What other questions do we have? You can add it to that q and a section in the right side of your screen. Oh, how can Grammarly support tone customization for different stages in the funnel? Oh, wow. That's a great question. Yeah. So, really appreciate these questions getting added in here. So as, I showed before where you can highlight a section of your text, and you can then say improve. You can write something specifically about it, to give it a custom prompt to say, hey. Like, I want this to be more professional or, more persuasive. And so you can really, tweak that to be, personal to you and your company and how you'd like to do it. Right? Obviously, on the front end of sales funnel, you're probably a little more persuasive, maybe on the back end or as you are nearing the renewal, you have to be a little more like, hey. We really gotta get this renewal done. Firm, persistent, but nice, you know, something like that. And so that's a great way to use GrainRelay to do that. You can also draft emails at Coda as well. And Coda has an AI where it can, you can highlight the whole thing and and ask for feedback there. I often use a combination of Grammarly's AI and Coda's AI for feedback on my writing. Right? If I'm written an email, I'm like, what's wrong with this? Like, can we make it sound better? Right? Yeah. Thank you for that question. It looks like we have another one over here on the q and a on this side. Thanks for the session. This is from Alex. Thanks for the session. It's been super insightful. Thanks so much, Alex. I'm glad. Curious how you're thinking about balancing customization and scale as teams increasingly build on tools like Coda and HubSpot. Göker, I got ideas, but I would love for you to chime in. Curious how you're thinking about balancing customization and scale as teams increasingly build tools like Coda and HubSpot or build on tools like Coda and HubSpot. I mean, I can talk about from the HubSpot side. Right? Yeah. Actually, it it can be, of course, positive. I I get the question. Right? Balancing customization and scale as teams. But what you normally do is, so you don't customize every time when you create the content. And, of course, with using AI, you'll get the suggestion from that's what I have shown, for example, from the content remix. Right? Content remix will always provide you this customization, and, actually, the teams need to just re reuse them normally. Right? So when you create the template, for example, you don't always create a template from the beginning. Normally, you use one template that you have. For example, you clone it and either just adjust it a bit or say AI, for example. I have such a template, and I want to create based on this template, another marketing campaign. For example, it could be done that way from HubSpot side, but I want to hear also from Coda side, Ravi, of what you would say. Yeah. Absolutely. So I'm gonna actually drop we have a resource hub in, for Coda, and I'm just gonna drop a link in here about, like, how to launch Coda with your team. And this is a great, like, foundational best practice that, Alex, it has a lot of, kind of best already said best practices. Ideas on what to, on what to do with the team when you're launching something like a HubSpot or a Coda. And I think consistency, like Göker mentioned, you don't need to customize everything. But I really love, templates that we can use in Coda where I can standardize it for my company. So, good example is I was in charge of product onboarding for new hires at Coda, and I made a workbook where we learned all about how to build in Coda. Well, I made that a template so every new hire could just make a copy of that template and use it. Right? You could do a mutual action plan that is a base template for your wholesale team. So, yes, you are building it, but you don't have to build it new every time. You just enable your new sales folks on it. Here's how we build our mutual action plans. Here's how that individual can customize it for their customer and make it what they want, but you have a strong foundation, of what to work from. And, ideally, the mutual action plan, like what I showed when I was sharing my screen, is sufficient in itself. Right? As a team, you build something together that you can use right out of the box. Right? It's it's essentially if you were to pay a software as a service company for a mutual action plan template that you can't customize. It works that well, but you can also customize it on it. So it's a little bit more work on the front end, I think, but it's specific to you and your team and what you would like, And it's really not that much more work than enabling or onboarding someone to a new tool. In fact, I would argue that once you get a base foundation of a HubSpot or a Coda, you don't you don't need to learn the other tools that you have because those are gonna check so many boxes. Yeah. Really great great question. I love that one. I got one from here. How does the AI remix tool I think this is for you as well, Göker. How does the AI remix tool differ from traditional content generation tools in HubSpot? I mean, depends on what what how we define traditional content generation tools. Right? But I, I suppose, for example, standard drag and drop editors, of course, the difference is huge. Right? With, content remix tool, what I shown you, right, I haven't used any information. Right? I have a website, for example. I use this website as a source, and the content remix tool just created the content with understanding the content that, this website has. Right? You could, of course, as I said, you could use any file. For example, think about that. A marketing your marketing team wants to start a marketing campaign that they were discussing with each other, started, for example, a spreadsheet, fill out the spreadsheet with some ideas from each one, and you can use even this use the spreadsheet just to start your marketing efforts. Right? So you can use the spreadsheet as a resource and all these assets, for example, as we have seen. Right? Social post, landing page, email, and everything will be just generated for you out of blue kind of. Let's say, let's put it that way. Right? So there's a huge difference, of course, if you compare them with, this traditional content generation tools. Of course, there are some tools, in the market where you can use, for example, for landing page generation, individually or, I don't know, email generation, etcetera. But with content remix, you can create all these assets with just one click. So that's the biggest difference, I will say. Awesome. Great. Thanks, Göker. That was awesome. I wanna just open up one more time for we have a few more minutes for any other questions that we might have. Looks like Alex has another one. Great for me. On the Coda side, with all the mergers and acquisitions, how has the process of melding multiple CS teams been organized? How have you held a hunched two strong merge flows? Wow. Awesome question. Man. Okay. So first of all, as someone who's been, like, right in the middle of it, pretty great. Is that weird to say? Like like, I'm in this big merger and it's like, yeah. It's actually been pretty pretty smooth. I mean, there's definitely you have your normal kinda growing pains and expansion stuff that goes on. I have an awesome team though and get to work really closely with them. Now so far right now with Coda and Grammarly, which we're, like, right in the, you know, tail end of kind of merging that piece, we have two pretty distinct teams. Right? We have, like, Grammarly CS and we have Coda CS. So it's a little, yeah, it's a little distinct. And so we're able to keep those workflows what works best. And and Coda as a product and Grammarly as a product are, very much interconnected, but they the process by which you provide customer success management looks different. Right? And I imagine it'll be the same for Superhuman. So I think to give you a better answer than just this, like, long winded, diatribe that I'm doing now, I think it's a process. Right? It's it's something that we go through. And as we are continuing to build the products and and integrating them and helping them, connect better and more seamlessly, that our AEs first probably and then our CS, like, team will start to merge and sync up a little bit better or little more cohesively because I think we're synced well now. We just are still pretty distinct, entities. Right? But, yeah, it's been great so far. I don't yeah. I don't I don't think my boss is watching, but, you know, it's been great. Even if she was, I'd say the same thing. What other questions do we have? I love webinars, but I really am like, damn, I miss, like, just popping on screen and talking with folks. So it's thank you all for asking these questions in the in the q and a, though. We're giving another what do you think? Go for about thirty seconds for anybody to add a another question. And if we don't get another one there, we'll go ahead and give you all some time back. I know y'all aren't gonna complain about that. Mhmm. Yeah. Great great questions. Right? They were awesome. I love, yeah. I love getting these. Especially the ones like the last one right now, because I'm like, oh, wow. You really put it on. Oh, one more. Here we go. Where can we go if we want to learn more about either products? That's almost like a seed question. Thank you for asking that. Gokul, would you like to go first? Where can we go if you wanna learn more about HubSpot? I mean, we have a huge knowledge base. Right? If you search something on Internet, I'm sure that you came some somehow to a HubSpot site. Right? If you have any questions, just write in Google, for example, you will lend to one of our knowledge based articles. Right? If you, for example, ask about content remix, just write content remix HubSpot, and you will find our knowledge based articles. We have a very very good academy page, which is, also free of charge. So you can just register yourself and start learning HubSpot. So there will be some sessions, some courses, online courses for free. That's another resource. And, of course, you can always come to us. Find me on LinkedIn, for example, where I can help. I I would like to help for sure. But we have a lot of online sources that you can, learn more about the product. Yeah. Great. That's awesome. Retweet, Google us. Like, we have a lot of stuff online as well. YouTube videos, we have a really active community, both for for Grammarly and for Coda. I am gonna drop in probably two of the most obvious results. So grammarly.com/grammar is a great one. If I have any of my teammates in the chat that have a better one, please feel free to add that one too. But this is, like, a great jumping off point for Grammarly, and then from there, you can kinda go through. And then one of my favorite ones for Coda is coda.i0/resources where we have guides, courses, and tips, and they're all different. If you're someone who wants to, you know, kinda sit down and go a comprehensive course, you get a bunch of videos that are all aligned with a specific idea. Or maybe you're more like me. Like, I just want a guide that's, like, a five to seven minute read where I can learn how to do a very specific thing. We have those two. So a little bit of everything there, but, yeah, I would I still if I don't know how to do something in one of my two products in the first place I go is Google, and then down the down the rabbit hole. Alright. Thank you all for the great questions. Thank you all for coming. Really appreciate it. Göker, thanks for joining me today. It was awesome. Had a blast. My pleasure. I'll do it again. Alright. Thank you all so much. I will let everybody get a few minutes back, and, we'll catch you at the next one. Thank you.