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.
Instagram to HubSpot: Automating Contact Creation for Smarter Prospecting
Tired of manual data entry? Learn how HubSpot users are tackling the challenge of saving Instagram profiles directly into their CRM for efficient lead generation and prospecting.
Boost Your HubSpot E-commerce Productivity: Keyboard Shortcuts Are Here!
Discover how HubSpot's new keyboard shortcuts on the Index Page can dramatically improve your e-commerce and RevOps workflows. Learn about saving views, editing columns, and exporting data faster.
HubSpot Deal Owner Email: How to Capture It for Seamless Integrations
Struggling to get the HubSpot Deal Owner's email into a custom field for your external tools? This ESHOPMAN guide, inspired by a HubSpot Community discussion, shows you how to leverage the Owners API for seamless integrations.
Missing HubSpot Live Chat Emails? Here's Why (and How to Fix It!)
Are you getting HubSpot live chat notifications in-app but not via email? Discover the common reasons and simple fixes, including chat assignment and spam filters, to ensure you never miss a customer message again. Essential for HubSpot CRM users.
Taming the Duplicate Beast: HubSpot's Approach to Clean E-commerce Data (Lessons from the Community)
Struggling with duplicate contacts in your CRM? Learn how HubSpot helps E-commerce and RevOps teams deduplicate data, prevent future issues, and maintain a pristine customer database, drawing insights from a community discussion.
HubSpot Pipelines for Sister Companies: One Deal, Many Brands, or Both?
Struggling to manage deals across multiple sister companies in HubSpot? Dive into expert strategies for single vs. multiple pipelines, inspired by a real HubSpot Community discussion.
Migrating from Dynamics 365 to HubSpot: Expert Tips for a Smooth Transition
Moving data from Dynamics 365 to HubSpot? Get expert advice on choosing the right app, managing data, and ensuring a seamless migration, inspired by real HubSpot Community discussions.
HubSpot Breeze AI Search: Can You Toggle Off Specific Features?
Explore the HubSpot Community discussion on disabling specific Breeze AI features in search. Learn if granular control is possible and how to influence product development.
Unlocking Hidden HubSpot Data: How to Find Internal Property Values for Better Reporting
Struggling with HubSpot's internal property values? Learn how to easily map human-readable labels to their hidden IDs for accurate filtering and powerful custom reports. Essential for RevOps & marketers.
Navigating Flexible Billing Schedules and MRR in HubSpot: Insights from the Community
Discover how HubSpot users manage complex recurring revenue and billing schedules. Learn about current limitations, workarounds, and future hopes for flexible MRR management.
HubSpot Contact Associations: Navigating the 'All Contacts' Challenge for E-commerce & RevOps
Struggling with HubSpot's contact picker showing all contacts instead of just those associated with a company? Learn why this matters for your e-commerce and RevOps, and practical tips from the HubSpot Community.
Plaud Notetaker & HubSpot: Mastering Meeting Notes Integration
Discover how to integrate Plaud Notetaker with HubSpot using manual methods or Zapier, and explore native alternatives for seamless CRM data flow. Expert insights for HubSpot users.