HubSpot and Salesforce: How to Integrate and When to Migrate
Release Date: 05/13/2025
Is It Time to Fire Your ATS? What HubSpot Can—and Can’t—Do for Staffing Firms
SmartBug on Tap
In staffing, your applicant tracking system (ATS) may feel like both a lifeline and a limitation. It’s great at storing resumes and ensuring compliance—but does it actually help you nurture candidates, align with marketing, or forecast sales? In this episode, host Alexandra Whitmore is joined by Abigail Allen, SVP of Sales at SmartBug, to tackle the big question: Is it time to fire your ATS? Together, they explore: 🤝 The core differences between an ATS and a CRM like HubSpot 🔄 Why staffing firms get stuck in reactive “post and pray” recruiting 📧 How HubSpot transforms...
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Double Funnel, Double Trouble: Solving for Candidates and Clients in One CRM
SmartBug on Tap
Managing both candidates and clients in one CRM can feel impossible, but it doesn’t have to be. In this episode of SmartBug on Tap, host Alexandra Whitmore (VP of Sales at SmartBug) sits down with Sandy Moore (Senior Director of Account Strategy at SmartBug) to unpack why staffing firms struggle with “double funnel” operations and how HubSpot helps solve the chaos. You’ll learn: ✅ What the “double funnel” is and why it causes friction ✅ Common CRM mistakes staffing firms make with candidates vs. clients ✅ How legacy CRMs fall short in supporting both sides of the staffing...
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What Staffing Firms Get Wrong About CRM Strategy
SmartBug on Tap
In this episode of SmartBug on Tap, I, Alexandra Whitmore, delve into the common pitfalls staffing firms encounter with their CRM strategies. Joined by Casey Pedicord, our Senior Director of Channel Sales, we explore issues such as poor adoption, messy data, and ineffective recruiter handoffs that can hinder growth. Casey shares insights on how to transform a CRM from a mere record-keeping tool into a powerful revenue driver. We discuss the importance of executive buy-in, optimizing workflows, and leveraging automation to improve efficiency. If your CRM feels more like a burden than a benefit,...
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Second Brain Systems: How to Set Up Custom GPTs and Gems for Your Marketing Team
SmartBug on Tap
We’re diving into the concept of second brain systems—how to use custom GPTs (in ChatGPT) and Gems (in Gemini) to scale your marketing team’s productivity, eliminate repetitive tasks, and streamline onboarding, content creation, paid media, and more. You’ll learn: ✅ What a second brain is (and why marketers need one) ✅ How to build your own custom GPT or Gem ✅ What to feed your second brain to get great outputs ✅ Real SmartBug use cases ✅ Tips for maintenance, security, and future-proofing your setup Whether you're new to AI or a seasoned power user, you'll walk away with...
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The Enterprise Attribution Problem: What’s Working, What’s Not, and What to Do About It
SmartBug on Tap
Welcome back to SmartBug on Tap, where we dig into smarter, more scalable HubSpot strategy for marketing, sales, and RevOps teams. In this episode, Casey Peddicord sits down with Sandy Moore, SmartBug’s Senior Director of Account Strategy, to unpack one of the most complex—and misunderstood—topics in enterprise marketing: attribution. Whether you’re battling siloed data, long sales cycles, or disconnected touchpoints, attribution reporting can feel impossible to get right. But it can work—and Sandy’s here to show you how. From model selection to executive dashboards to AI’s...
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AI Meets the Pen: How Writers Are Embracing AI Without Losing Their Voice
SmartBug on Tap
AI is changing the content game—but how do writers keep their creativity, voice, and humanity intact? In this episode of SmartBug on Tap, host Julia Bye chats with SmartBug copywriter Rebecca Corgan about how content creators can embrace AI tools like ChatGPT and Gemini without compromising authenticity. From overcoming blank-page syndrome to building powerful second-brain workflows, Rebecca shares how she integrates AI into her writing process—without letting it take over. Learn where AI shines, where it falls short, and how to strike the right balance between efficiency and originality....
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Enterprise-Grade Integrations: How to Make HubSpot Play Nice with Everything
SmartBug on Tap
Integrating HubSpot with your broader tech stack can either unlock operational gold—or become a chaotic mess. In this episode of SmartBug On Tap, host Casey Peddicord sits down with Justine Verrier, Technical Solutions Engineer at SmartBug Media, to demystify what it takes to build enterprise-grade integrations that actually scale. From NetSuite and Salesforce to custom-built systems, Justine shares insights from a decade in the HubSpot ecosystem, walking through what works, what doesn’t, and how to avoid the most common integration pitfalls. They cover key concepts like data governance,...
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AI Broke the SERP: Here’s How Enterprise Teams Can Still Win with HubSpot
SmartBug on Tap
In this episode of SmartBug on Tap, Tonia Speir dives into the evolving landscape of digital visibility with Mari Boni, an SEO specialist. In "AI Broke the SERP: Here’s How Enterprise Teams Can Still Win with HubSpot," we explore the shift from traditional SEO to Answer Engine Optimization (AEO). As AI-driven search results become the norm, it's crucial for enterprise teams to adapt their strategies. Mari explains how AI tools are transforming search experiences, emphasizing the importance of semantic clarity and brand authority. We discuss the nuances of optimizing for large language models...
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Making HubSpot Work Better by Understanding How People Work Best
SmartBug on Tap
In this episode of SmartBug on Tap, I explore how understanding human behavior can enhance the effectiveness of your HubSpot system. Joined by Sam Saint-Maur, an expert in marketing operations, we discuss the often-overlooked impact of aligning people and processes with your CRM platform. We delve into why beautifully built systems can falter in practice and how misalignment between tools and team dynamics can cause breakdowns. Sam shares insights on the importance of allowing sufficient runway time for CRM transitions and the pitfalls of overbuilding without considering user needs. We also...
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From Guesswork to Greatness: Paid Media in the AI Era
SmartBug on Tap
In this episode of SmartBug on Tap, “From Guesswork to Greatness: Paid Media in the AI Era,” we dive into how AI is transforming digital advertising—and what marketers need to know to stay competitive. Join Paul Schmidt, VP of Marketing at SmartBug, and Louis-Claude Martin, a seasoned paid media expert at SmartBug, as they unpack the real impact of AI on campaign strategy, targeting, and performance. From the power of first-party data to the evolving role of media managers, this episode reveals how to shift from manual guesswork to data-backed greatness in the age of AI. 🎤 Speakers...
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