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 Contact Count Conundrum: Why Your Email & CRM Might Disagree
Seeing different contact counts in HubSpot emails and your CRM? We dive into a community discussion to explain why this happens and what free users should trust.
HubSpot Data Model Dilemma: Handling Multiple Locations Under One Company
Struggling to model multiple company locations in HubSpot? Explore why Custom Objects are key for scalable data, and what Pro users need to know.
HubSpot Business Card Scanner: Smart Workarounds for Custom Fields & Faster Data Entry
Can you add custom fields to the HubSpot business card scanner? Learn expert workarounds from the HubSpot Community for efficient contact data entry and categorization.
Mastering HubSpot Segmentation: Finding Contacts Without Specific Tasks
Learn how to precisely segment HubSpot contacts based on the absence of specific associated tasks using cross-object filtering. A must-read for RevOps, marketers, and e-commerce users.
Mastering Conference ROI: Custom Events vs. Marketing Events in HubSpot
Unpack the HubSpot Community's expert advice on tracking conference ROI. Learn when to use Marketing Events vs. Custom Events for robust reporting and attribution in your CRM.
Mastering HubSpot Sequences: Manual Enrollment for Targeted Outreach
Learn how to manually enroll contacts into HubSpot sequences for personalized outreach without triggers. ESHOPMAN shares expert tips from the HubSpot Community.
No More Manual Entry! Bulk Upload Dropdown Options in HubSpot for Smarter Data
Discover how to quickly bulk add options to HubSpot dropdown fields, saving time and improving data accuracy for B2B segmentation, RevOps, and e-commerce strategies. A practical tip from the HubSpot Community.
Unpacking HubSpot Quote Tracking: Why Your 'Viewed Quote' Activity Might Be Missing
Struggling to track HubSpot quote views? We dive into a common community issue, explain HubSpot's tracking 'nuances,' and offer solutions for comprehensive sales engagement insights, including a Spree Commerce alternative.
HubSpot Reporting Hacks: Automating Anniversary Data for Year-Over-Year Comparisons
Learn how to automate report filter changes in HubSpot to track year-over-year performance based on customer anniversary dates. Get insights for RevOps and marketing teams.
HubSpot Workflow Woes? Mastering Ticket Updates with Association Labels
Learn how to update specific tickets in HubSpot workflows using association labels, avoiding unintended changes to all associated records. Perfect for RevOps and HubSpot CRM users.
GDPR Compliance in HubSpot Chatflows: Controlling External Scripts & Data Collection
Navigating GDPR compliance with HubSpot chatflows. Learn how to control external scripts, manage data collection, and ensure customer consent within your HubSpot setup.
Customize Your HubSpot Deal Pipeline: Tailoring 'About This Deal' Cards
Learn how to customize the 'About This Deal' card in HubSpot for different pipelines. Plus, discover how custom cards can enhance your CRM.