Tips, Tricks & Best Practices

Hi I'm trying to set Lifecycle stage and Lead Status automatically - based on several enrolment triggers, I want to run this each week so have set the schedule to do this, however my contacts are not going back down the workflow as nothing is real read more

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. read more

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 read more

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 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’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? read more

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 I have contacts that have been archived, but this property cannot be shared with HubSpot through the mapping.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 read more

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

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. 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 all, we’re trying to find a good way to identify company records with domains that no longer work (e.g. domain doesn’t resolve, expired, typo, parked page). The company domain is used heavily in our setup (deduplication, enrichment, ou read more