Tips, Tricks & Best Practices

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 read more

Finallyyyyy. This has been such a pain in lead routing for forever. This update makes routing so much cleaner for us. we can actually trust team-based routing now instead of doing that annoying workaround where you jump into the assignment workflow read more

Hi, I am need to add a weighted ARR to the Deal board. As far as I understand from previous posts, this is/ was not possible. Have there been any updates or are there any suggestions on what to do instead?

I've created a few custom properties on the line item object, and formatted them as numbers (formatted as a currency). When entering an amount, it seems to default tothe company currency (Euros), rather than the deal or line item's currency. So read more

Unfortunately, and to be honest the CRM looks very complicated making me think to find another CRM.. theres, contacts, leads and deals and this is making a big confusion.. I want leads coming from Facebook ads to go directly and automatically t read more

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 read more

Our current setup is to automatically create a new Lead in Prospects whenever a contact reached the MQL lifecycle stage. So new MQL -> New lead. However, if someone from the team happens to have already manually created a lead connected to a read more

What would be the best practice of creating a sales pipeline (different pipelines with stages) for SAAS in HubSpot? Here is the background: 1. There are core packages (30 days trial), Management (Signup or Demo), Professional (Signup or Demo), read more

Hi Community, Does anyone know what setting to change for the visualization on the deal tracker so that if a stage is set to Closed Lost (or even Closed Won) that it does NOT automatically show the check marks for all the other deal stages? 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, Question about Lead Statuses. I am trying to better understand any pros/cons in editing the out-of-the-box lead statuses. For example, I know that you really don't want to touch Company Lifecycle (as that breaks the default reports read more

Hi all! I wanted to share with you one of the abilities of Box Connector - the ability to securely receive files from your client without the need to set up a complicated authenticated portal. The BEST way to see how it works is by trying t read more