Tips, Tricks & Best Practices

I just joined a company and have been reviewing contacts and companies with a co-worker. I have followed some of them to keep track of any future activity. How can I create a list of these records so I can go back to them at any time and review? I a 続きを読む

Hi all, I’m building a workflow where ChatGPT identifies whether a company is a parent or a child . That part works. Now I want to auto-associate them — and I’m stuck. Domain matching doesn’t work (parent & subsidiaries often share 続きを読む

Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each 続きを読む

I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead records! What do I do?? Is there an easy way to clean up and manage these duplicate leads? Thanks.

I’ve noticed something shift in the last year. People aren’t asking whether AI detection works anymore. They’re asking who they can still trust. In 2026, almost everything we read online has passed through some kind of AI. Emails. Blog dra 続きを読む

How can I set up hubspot to track the time between contact creation and first call attempt? I have been able to track the time to first call disposition, which is the end of the first call attempt's disposition but I would like to use time the ca 続きを読む

I am utilizing the Deal Pipeline Conditional Stage Properties to require the Sales Team to enter in data for certain properties when moving a Deal to "Closed Won". One of these properties has conditional logic associated with it, so that if you answ 続きを読む

Hi all, I’m currently working on improving our attribution for BDR-sourced deals, and I would love to get your input on whether the approach I chose is the smartest one — or if there’s a better, more HubSpot-native way to do this. Context: 続きを読む

En mi cuenta de HubSpot, el usuario graciana@aadet.org.ar está marcado como usuario con licencia de desarrollador. Ya he creado otro usuario para que sea el desarrollador del equipo y quiero usar graciana@aadet.org.ar como usuaria normal y Super Adm 続きを読む

I'm not really understanding the new Projects Object https://knowledge.hubspot.com/help-and-resources/how-to-use-the-hubspot-projects-tool What is it for? What are others using them for? What problems is it intended to solve? How a 続きを読む

Hi there, I'm struggling to determine if the following is possible in HubSpot: We're looking to set up a Partner Deal Registration form/webpage. In my experience, it's tough to get partners to share the actual customer information but they'll 続きを読む

Hi All, I am a CSM looking to create a report based on the following criteria: 1. All Companies where I am the CSM - Including where there is both activity and no activty by me. 2. Last Activity Created by Me: Call OR Email OR Meeting 3. O 続きを読む