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.
HubSpot Sales Workspace Visibility: How Managers Can Keep an Eye on Their Team (and What HubSpot's Doing About It)
Lost 'View-as' in HubSpot's Sales Workspace? Learn official workarounds, reporting tips, and how to regain team visibility for better sales management and e-commerce operations.
Cracking the Code: Getting Accurate Percentage Totals in HubSpot Reports
Struggling with HubSpot reports summing percentages incorrectly? Learn expert workarounds and advanced solutions using dashboards or Operations Hub to get accurate blended totals for your e-commerce data for ESHOPMAN.
HubSpot Deals & WhatsApp: Bridging the Conversation Gap on Your Records
Discover why WhatsApp conversations don't natively appear on HubSpot Deal records and learn manual workarounds, third-party solutions, and how to advocate for a native fix. Essential for sales teams and store operators.
HubSpot Portal Locked After Reactivation? Here's How to Get Back to Business
Reactivated your HubSpot Free CRM but still locked out? Learn the expert-backed steps from the HubSpot Community to restore your dashboard and access your contacts.
HubSpot Campaigns & Leads: The Hidden Link and How to Automate It for Your E-commerce Store
Struggling to connect leads to marketing campaigns in HubSpot? Discover why campaign associations live on contacts, and learn how to use automation to streamline your e-commerce operations and track ROI effectively.
HubSpot Lead Automation: Mastering Progression Without Auto-Logging
Struggling to automate lead progression in HubSpot when email logging is off or you're using external calendars? Learn expert strategies from the HubSpot Community.
Building Smart HubSpot Sales Sequences: Email & WhatsApp Automation That Responds to Replies
Learn how to build sophisticated sales sequences in HubSpot combining email and WhatsApp, with logic to pause on replies. Expert insights from the HubSpot Community.
Mastering HubSpot Workflows: Auto-Updating Lead Stages from Task Completion
Learn how to automate HubSpot lead stage transitions from 'New' to 'Attempting' when a task is completed. Expert insights from the HubSpot Community for RevOps & e-commerce.
HubSpot List Building Magic: Segmenting Companies with Existing Properties (No New Properties Needed!)
Learn how to effectively segment your HubSpot company records using existing properties to build targeted lists, without creating new properties or mass updates. Expert insights from the HubSpot Community.
Navigating HubSpot's Export Limits: Your Guide to Reliable Data Downloads
Struggling with HubSpot exports failing? Learn the documented limits for XLS, XLSX, and CSV, plus best practices for handling large contact and property data for your e-commerce operations.
HubSpot Company Associations: Master Parent-Child Data Sync for Your E-commerce Store
Struggling with HubSpot company associations? Learn how to effectively sync properties from your main firm to associated DBA companies using workflows. Avoid common sync issues and streamline your data for better e-commerce operations. Discover community-tested solutions.
HubSpot Pinned Notes: Can You Create a Dedicated Summary Tab? A Community Deep Dive
Can you create a custom tab for pinned notes in HubSpot? We dive into a HubSpot Community discussion, exploring default functionality, custom CRM cards, and how an online store creator can optimize data visibility.