Tips, Tricks & Best Practices

Hi all, I am wondering if anyone can help me out. I am having some issues with using a converter (from MS Word to HTML) for my companies signatures. What seems to be happening is when I paste the created HTML into the "HTML" tab in "Ema...

Hi All, I'm looking for some best practices when it comes to managing new contacts and companies that get created via HubSpot forms. In our case there are 2 types of forms (contact us/ lead gen forms used on LPs with gated content). I've outlin...

Does anyone have any experience with using hubspot as a CRM? My company's marketing department started using hubspot for email campaigns and back end website stuff. They've bought the bolt-on CRM package and have been trying to get out outside rep...

We are new to HubSpot, so we're trying to set it up as best as possible to start with. We are a digital agency who works directly with our own clients but also with other agencies as a white-labeled partner for some of their clients. Is this a ...

Up to now, we have listed the customers in an Excel spreadsheet and stored the budget (sales) that we want to achieve with the customer in the fiscal year. We then broke down the sales to be achieved into further areas / product groups, but this is ...

Hi there, I am trying to determine what the best practice for MRR deals when they have been Closed Won and then later down the road the customer stops doing business with us. Where the deal is MRR it makes sense to me to move the deal to C...

We have an internal team of Customer Success agents who we use to complete welfare sales calls tocurrent customers to check in, see if there is any issues and get any updates or suggestions. We would like to create specific campaign with tasks f...

Hi all, I have managed to customize the deal cards in the board view with MRR, but the total amount under each stage of the pipeline is still based on deal amount rather than MRR. Is it possible to change this to total MRR? Thanks, Jonatha...

Hi, Back in 2017, we put together a video detailing how we managed our renewals process inside of HubSpot. In that time it has helped lots of HubSpot users (3.2K views), however the HubSpot CRM has moved on a long way since then and so has ...

Hi - I'm trying to remove the majority of the records (company and associated contacts) from our DB while only leaving select records of current customers and active opportunities. For the records being removed, I need to export them to a sprea...

Hi All, I would like to pick your brains on this topic - I'm kicking off the onboarding process for our sales team and wanted to make sure I have some "controls" in place - monitor easily how each person is using the platform, pinpoint gaps/mistak...

We want to start scoring new contacts right from the beginning when we create new contacts in HubSpot. Often we only have very little info about people. Do you have suggestions on which criteria for scoring can be used and actually help?