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.
From Cold Call to Closed Deal: Mastering Contact Creation in HubSpot for E-commerce Success
Learn the best practices for creating new contacts on cold calls in HubSpot and how their data flows effortlessly to deals and quotes. Essential for RevOps and marketers using HubSpot for e-commerce.
Unpacking the HubSpot Breeze Assistant Blind Spot: Why Reporting Matters for Your E-commerce Store
Discover why reporting on HubSpot's generic Breeze AI Assistant is crucial for e-commerce and RevOps. Learn workarounds and advocate for better insights into your AI usage.
HubSpot Deal Cards: The Community's Plea for Smarter Sidebar Filtering by Labels
Discover a game-changing HubSpot Community idea to filter deal cards in the right sidebar by association labels, improving sales team efficiency and CRM clarity. A must-read for RevOps and marketers.
HubSpot Permissions: Logging Meetings for Colleagues Without Super Admin Access
Struggling to let admins log meetings for sales reps in HubSpot without granting Super Admin? Explore community insights, workarounds, and why this feature matters for RevOps and e-commerce.
HubSpot Data Export Demystified: Best Practices for Contacts, Emails & Your E-commerce Store
Struggling to export HubSpot records? Learn current best practices for contacts, email threads, and activity data, straight from a HubSpot Community discussion. Essential tips for RevOps and e-commerce managers.
HubSpot Data Hygiene: Mastering Deactivated Users in Multi-Select Properties
Struggling with deactivated users in HubSpot multi-select properties? Discover workflow and API solutions, and learn how to maintain clean CRM data for better RevOps and e-commerce management.
Automating Documents in HubSpot: From Deal Stage to Signed Contract (The Community Weighs In)
Struggling to automate document sending in HubSpot? Learn how to send contracts, proposals, and more, with or without e-signatures, using workflows and integrations. Insights from the HubSpot Community.
HubSpot's Task Tab Update: A Workflow Wrench for E-commerce & RevOps?
The latest HubSpot universal timeline update changed task sorting, making urgent items harder to find. ESHOPMAN explores community frustration and workarounds for your online sales website.
HubSpot Contact Records: Unlocking Customization in the Top Left Corner
Struggling to customize your HubSpot contact records? Discover why adding company names to the top-left isn't straightforward and what's coming next for UI flexibility.
HubSpot Task List Acting Up? How to Get Your To-Dos Back in Order
Is your HubSpot task list out of order? Learn how to sort tasks on the index page and troubleshoot unexpected chronological issues on contact records for smoother RevOps and e-commerce.
HubSpot Workflow Deep Dive: Troubleshooting Deal Name Auto-Population from Associated Companies
Struggling with HubSpot workflows not populating Deal Names from associated companies? Get expert insights and solutions from a real community discussion to streamline your CRM.
HubSpot Deal Preview Card Not Updating? Expert Tips from the Community
Frustrated with HubSpot Deal Preview Card properties not updating? Dive into a real HubSpot Community discussion and learn expert troubleshooting steps for RevOps and e-commerce professionals.