CRM & Sales
Get the latest on HubSpot CRM and Sales Hub—pipeline design, sequences, reporting, and productivity tips. Learn how to keep data clean, speed up deal closure, and use mobile and integrations effectively.
Streamlining Direct Mail Tracking in HubSpot: A Community-Approved Workaround
Learn how to bulk import direct mail activities into HubSpot as notes, saving time and gaining insights. Discover a clever workaround from the HubSpot Community.
The Hidden Truth: Why Your HubSpot Reports Might Be Lying to You
Learn how to validate your HubSpot reports, understand data discrepancies, and make better decisions. Insights from the HubSpot Community for RevOps, marketers, and e-commerce.
HubSpot Mobile App: Navigating the Business Card Scanner's Phone Field Glitch
Frustrated with HubSpot's business card scanner defaulting to 'Phone Number' instead of 'Mobile'? We dive into a community discussion for workarounds and best practices to keep your CRM data clean.
HubSpot Pro-Tip: Automatically Moving Leads to Clients After a Win
Learn how to automatically update HubSpot contact Lifecycle Stages from Lead to Customer when a deal is won, based on insights from the HubSpot Community.
Cracking the Code: Why Your Gmail Emails Aren't Logging in HubSpot (and How to Fix It)
Frustrated your Gmail emails aren't logging in HubSpot? Discover common reasons and expert solutions from the HubSpot Community to ensure every interaction is tracked.
HubSpot Message Templates: Unlocking Smarter Personalization for E-commerce
Explore why HubSpot's Smart Rules aren't yet available for message templates and how personalization tokens can bridge the gap for e-commerce businesses. Learn to enhance customer communication.
HubSpot Password Reset Link Not Arriving? Here's the Community Fix (and How to Prevent It)
Forgot your HubSpot password but the reset link never arrived? Learn the common cause and solution from a HubSpot Community discussion, plus tips for email deliverability.
Streamlining Your HubSpot Mobile Experience: Custom Tabs and App Cards on the Go
Discover why custom tabs and app cards aren't yet on the HubSpot mobile app's contact page and how this impacts RevOps and e-commerce users. Learn how to advocate for better mobile data access.
Solving HubSpot Workflow Woes: When Properties Can't Be Set
Stuck with HubSpot workflow errors like 'property couldn't be set'? Learn expert tips from the HubSpot Community on diagnosing and fixing common workflow execution issues, crucial for smooth RevOps and e-commerce.
Supercharge Your Prospecting: Why Integrating Clay with HubSpot's AI Agent Matters
Explore the HubSpot Community's discussion on integrating Clay with the AI Prospecting Agent. Learn why this integration is crucial for RevOps and e-commerce and how to advocate for new features.
Stuck in a HubSpot Account You Can't Leave? Here's Your Escape Plan!
Ever find yourself locked into an old HubSpot account? Learn the steps to remove yourself, even if you can't reach the owner or reset a passkey. Essential tips for clean user management.
Navigating HubSpot's Onboarding Maze: Expert Tips for a Smooth Setup
Struggling with HubSpot setup? Learn how to tackle CRM data, pipelines, workflows, and team adoption challenges from ESHOPMAN's experts, inspired by a HubSpot Community discussion.