Tips, Tricks & Best Practices

Does anyone know if a deal can be created from a website using a hubspot meeting booking form? We have this book a meeting form on our wordpress site using the hubspot wordpress plugin and when someone books a meeting, we would like it to create Leia mais

Hi I would welcome any best practices / tips and tricks how to successfully reconcile the sales and finance views. how to setup a) optimal Deal Management for sales, where PO = Deal, with different product line items & price / margins b) Leia mais

With the new beta projects, is there a way to tie it to a closed deal? i dont seem to find any way to do this...

New hubtstotter here... We have a bunch of companies added to our account. Trying to add contacts to them. however its giving me a error msg every time. I figured out why, its because the email domain doesn't match the company url. Leia mais

Hello HubSpot experts, Our organisation has a requirement to report on a Deal role that is specific to our company. We need this custom property to be populated by the 'Created by user Id' property on the Deal, but the custom property needs to be a Leia mais

I’ve noticed something shift in the last year. People aren’t asking whether AI detection works anymore. They’re asking who they can still trust. In 2026, almost everything we read online has passed through some kind of AI. Emails. Blog dra Leia mais

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’m experimenting with interactive, word-based content and want to understand how to properly track user engagement inside HubSpot CMS. What’s the best way to measure interaction events (like clicks or completion) without hurting page performance? Leia mais

I have connected Workflowmax with HubSpot. Workflowmax is the source of truth. I have contacts that have been archived, but this property cannot be shared with HubSpot through the mapping. I can export a cvs from WorkflowMax that will tell me which Leia mais

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 Leia mais

Hi all. I am currently looking for a way to track volunteer hours for our nonprofit so that we can let orginizatons and companies know how many hours their company has donated as well as how much that equates monetarily. Hope that makes sense. Leia mais

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 Leia mais