What are the best practices for customizing HubSpot CRM to fit unique business workflows?

Suheb · ‎May 20, 2025

How can you adjust or set up HubSpot CRM so it works exactly the way your business needs it to? What are the smart steps or methods to make sure HubSpot fits your specific way of working?

karstenkoehler · ‎May 20, 2025

Hi @Suheb,

Could you provide a bit context along with that question? Which business is this about, what characterizes the products/services, potential customers and customers?

If the question comes from a specific requirement or problem, could you specify it?

The question is so broad that it's hard to answer in a helpful way.

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

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BérangèreL · 3 weeks ago

Hi @Suheb, I just wanted to check in on you, do you still need help?

If yes, can you please share more specific details about your business so that we can help you the best we can.

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

And thanks a lot @karstenkoehler for the helpful questions!

Have a great day!
Bérangère

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