Tips, Tricks & Best Practices

Hi - I'm interested in hearing from people who are using the HubSpot connector for Claude. I understand you need a paid subscription with Anthropic but do you also need a paid subscription with Claude? And if you're using the free version of Cla read more

Hello! We have our hubspot instance connected to salesfoirce in a 2 way sync. The majority of contact managment is done in salesforce including merging contacts, what happens if a contact is mergedin salesforce? Does it also get merged in hubspot? A read more

Are your sales and service teams wasting hours switching between dozens of different apps just to service one customer? Does your customer data feel scattered and incomplete? You're not alone! We're excited to share the brand new HubSpot + A read more

Hi everyone, I’m looking for best practices to keep HubSpot aware of employee availability — for example, when a HubSpot user is on vacation or sick, new inbound leads should automatically route to another owner. We use Personio as our HR s read more

We are experiencing a critical and recurring issue with meeting links generated through HubSpot, specifically for Zoom meetings. Problem Description: Missing Meeting Links: For several scheduled Zoom meetings, the meeting link is completel read more

Hi guys, My HubSpot instance is growing and I am slowly loosing sight of all the details to watch when new users come, others go and some shift responsibilities. I am looking for a way to oversee changes in users, workflows and connected apps. read more

I want to automate sending new records from an online Google spreadsheet to the CRM, adding them to a list. Can I do this with a free make.com account?

We have to migrate accounts from Zoho to Hubspot but are looking to avoid mass migrating all the accounts. Does anyone know how to migrate individual accounts or a set of accounts?

We have recently enabled Gong with our hubspot instance but now find we have duplicate meeting entries which is not only confusing when reading through the activity against an account but also means our reporting in terms of meeting activity is doub read more

Working exclusively in the education (K-12) school sector, many/most of our contact records will have a unique email address but a shared , general phone number used across the organisation. This means that whenever a call is updated in HubSpot, read more

Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead read more

Hi there! I wanted to share a best practice tip shortening the forms on your site, improving data accuracy, and handling location data in HubSpot. If you're a company handling US customers -- you can use the ZipCode AutoFill plugin. What this read more