Tips, Tricks & Best Practices

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TLarson5 on June 24, 2025
Hey everyone, Question around best practices (or ideas) to ensure that deals that are partner sourced get proper attribution. I come from a Marketo-SFDC background so am relatively new to Hubspot. I know that in SFDC we histoically had multiple read more
Solved
HSalah on June 24, 2025
I want tips and practices for lists auditing. what should i check. When should a list be archived or deleted
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 24, 2025 12:27
Hi @HSalah , The best starting point for cleaning up would be the "Unused lists" tab in the lists tool. These are lists you can review and, if...read more
BGreen92 on June 24, 2025
Hi everyone, I’m currently setting up an automated process to manage our recurring revenue deals, and I could use some help figuring out the final step. Here’s what I have so far: I’ve created a workflow that triggers when Deal 1 is wit read more
0 upvote
1 Reply
Hall of Famer | Partner
June 24, 2025 11:11
Hi @BGreen92 , In the "Create record" workflow action you can specify that the to-be-created deal should be associated with the currently enro...read more
MaksKhan on June 24, 2025
It's surprising that even now, HubSpot doesn’t offer native forms that can directly create deals—especially given how central deals are to the sales process. While this might be a strategic move to give third-party developers room to grow within read more
0 upvote
0 Reply
Solved
DSH15 on June 23, 2025
Hello, I work for an early stage start up company. I have a sales strategy and I'm wondering if there is somewhere within Hubspot that would allow me to host & save this strategy somewhere, a little bit like a Wiki Page. This will be effectively read more
0 upvote
5 Replies
Accepted solution
Member
June 23, 2025 19:25
Hey @DSH15 , For early-stage startups, it’s best to use a dedicated tool like Notion to create a living Sales Strategy Hub. HubSpot isn’t desig...read more
Solved
ACreti on June 23, 2025
Hi! I know a lot of people here have this issue, but it seems that every one has a different solution for his specific case. When I try to import Deals and Line Items using the products in my library, Hubspot says that it doesn't find the line ite read more
0 upvote
6 Replies
Accepted solution
Contributor | Platinum Partner
June 24, 2025 06:32
Hi, thanks! I marked it as a solution in case someone else need this, but I add that Hubspot doesn't include Products in this kind of import:
Solved
Bdubs on June 20, 2025
Hello, Is it possible to set-up SMS in sales hub or would i need marketing hub? I run a real estate business and need mass SMS campaigns
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 20, 2025 11:53
Hi @Bdubs , HubSpot SMS indeed requires at least Marketing Hub Professional: https://knowledge.hubspot.com/sms/create-and-send-sms-messages ...read more
Solved
TLarson5 on June 20, 2025
Hey everyone, Looking for some ideas or best practices around the follwing scenario, specifically how to keep it as "clean" as possible. So my current org uses Wistia for both video management and for webinars. When I look at records created read more
Accepted solution
Hall of Famer | Partner
June 20, 2025 12:59
Hi @TLarson5 , Overall, I would aim for as little redundancy here as possible. Everything that you maintain unnecessarily is a source of confu...read more
Solved
keshukeshvala on June 20, 2025
Our sales and Marketing team both are on same platform. They Target different records to send Marketing Emails using workflow. They also use Sales Sequences to send emails. As a a manager I would like to create a Global filter which all membe read more
Accepted solution
Top Contributor | Platinum Partner
June 20, 2025 06:21
Hey @keshukeshvala For the marketing side, it’s pretty straightforward you can create an Active List with a filter like “Marketing email open cou...read more
Solved
msoren42 on June 19, 2025
So I was working on a custom property to display if the email was valid or invalid for a Contact record but I noticed that phone or email is not an option to display on the Lead in the "About This Lead" section. I thought this was weird because how read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Gold Partner
June 19, 2025 12:31
Hi Matt ( @msoren42 ) , In HubSpot, Leads and Contacts are separate objects, and Leads don’t automatically show Contact fields like phone or emai...read more
Solved
lzhao8 on June 19, 2025
Hi everyone, I'm not sure if this is the right place to ask this question. I work for a consultancy agency in London. I'm tasked to find partners or affiliates to help promote and push sales for our strategy hub subscription service. Our goal is t read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 19, 2025 11:23
Hi @lzhao8 , This sounds like a very targeted and high-value offering, so a more strategic outreach approach might be better than relying on t...read more
Solved
Ds-ELAMIR on June 19, 2025
hello everyone, now we have license to create sand box the idea is to allow 3rd party to check our workflows , etc without getting access to our company data or client data, any tips or suggestiond for this ?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 19, 2025 02:55
Hi @Ds-ELAMIR , You have full control over which records a sandbox user sees, please see this documentation: https://knowledge.hubspot.com/us...read more
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