Tips, Tricks & Best Practices

Hello HubSpot Community, I’ve been using HubSpot’s Sales Hub for a few months now to manage leads and track deals, but I feel like there’s still room for improvement in our deal conversion rates. I want to leverage HubSpot more effectively to ident read more

Hello, Because of some of hubspots limitations in regards to how it handles currencies; for the time being we set each currency used in the system to be equal to 1 USD (our company currency). We were looking at a deal pipeline and found the read more

Hello, since yesterday I have been having a problem with the Blog Research Agent. I want to run it, but it says, “File exceeds maximum allowed size or is unsupported file type. Try uploading another file.” I haven't added any files. Does anyon 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

Hi! We recently contracted with Storylane (they offer clickable product demos) and are working on our internal implementation plan. We would like to use HubSpot to manage requests for new demos. Simplest version of this would be: Create HubSpot fo read more

hi everyone, Im trying to create a segment that filters for open deals whose close date already passed. However Im not trusting that I can just select close date "is before Today" since as soon as I click Today the date is returned in the field read more

Hi All, I am a CSM looking to create a report based on the following criteria: 1. All Companies where I am the CSM - Including where there is both activity and no activty by me. 2. Last Activity Created by Me: Call OR Email OR Meeting 3. O 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

We're adding a newsletter signup button to our website that needs to accomplish two things simultaneously: Add contacts to our newsletter segment/list Enroll them in the appropriate industry-specific workflow (based on the industry they select 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

I’m trying to create a list of specific existing contacts so I can export their mailing addresses for holiday gifts. Is the right way to do this by creating a segment/list? All of these contacts already exist in our HubSpot database, but I’m not fi read more

I created 4 Territory Dashboards for my 4 sales reps. I want to understand how I can apply filters globally to all 4 dashboards so it only shows Contacts, Leads, Deals, that are in their territory, etc. So I apply a number of filters. However, I ha read more