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BriBri20251
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BriBri20251 on October 20, 2025
How do I automatically create and track client “Services” (like SEO or PPC) from closed-won deals?
I’m trying to build visibility into active services per client — for example, SEO, Paid Ads, Website Maintenance, etc. I’ve read that some companies create a custom object in HubSpot called “Service” or “Project.” Each service record can then b read more
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