Tips, Tricks & Best Practices

So we have an external form via Jotform that we use. When the form gets submitted we receive an email in our Conversation Inbox. Is there a way that either: Automatically creates a deal for us from the Jotform submission directly. Automatical...

For context, we're about to hire a customer success manager who'll own the NRR for current clients. So I'm looking for any insight on tracking NRR bookings in Hubspot. My initial thoughts would be to set up a separate pipeline for tracking upsells t...

Is there a way to create a custom email where the specific reply will automatically get logged to a sales opportunity or ticket? I am looking for a way to say: send a message to this email and it will get linked to your open ticket.

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...

Hi All, I've realized I've got the tendency to create multiple short workflows on my account (vs. more complex ones based on if/then branch). At this point, organizing them in folders still does the job. I was wondering though what is the imp...

We currently work out of a single pipeline, but we sell both services and resell licenses, which have different success rates and cycles. Are there best practices and/or guidance on when it's better to use a single or multiple pipelines? And if we...

Hello, I'm curious if anyone has a best practice for data management on deals that have multiple contacts. Our B2B sales process collects contacts from a website. Those contacts get qualified and some eventually turn into deals. Some of thos...

Hello there 🙂 I'm currently working with a company that would like to clean its CRM. Until now, each time they needed to add a question in a form, they created a new property. Lots of things to optimize: -> naming the properties in the right...

Hi All, Thank you for joining today's HubSpot Sales Hub Fundamentals training, it was great to learn with you and find out more about your businesses and sales processes. We had lots of great questions and insightful conversations i...

Team, We're excited about the new ABM fuctionality in HubSpot. In reviewing the current setup for Buying Roles, I've noticed this field is listed as a Contact Property. I'd like to suggest making it a cross-object property that you can assign to...

It’s a fact. Musicians spend lots of time creating music, but often go though a haphazard process to book gigs and performances. The free HubSpot CRM give musicians the tools necessary to view all their bookings in a glance, target gigs that ne...

We use deals to manage our opportunity pipeline. When a new deal closes, we mark it closed won. If it churns, we don't know what to do. If you move the deal to closed lost, you can no longer look back retrospectively and get an accurate picture of ...