# \#best-practices **URL:** https://community.hubspot.com/tag/best-practices/7.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [How can small changes create big ripple effects in HubSpot?](https://community.hubspot.com/t/how-can-small-changes-create-big-ripple-effects-in-hubspot/157626)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 5\ **Last updated:** [November 1, 2026, 12:54pm UTC](https://community.hubspot.com/t/how-can-small-changes-create-big-ripple-effects-in-hubspot/157626 "2026-11-01T12:54:56Z")
One thing I’ve learned from working inside HubSpot: almost nothing exists on its own. A small change can look simple at firs… --- ## [Prospecting in the AI era: what it is and how HubSpot's prospecting agent works](https://community.hubspot.com/t/prospeccion-en-la-era-de-ia-que-es-y-como-funciona-el-agente-de-prospeccion-de-hubspot/162491)
**Author:** [@CPedraza](https://community.hubspot.com/u/CPedraza)\ **Replies:** 1\ **Last updated:** [November 1, 2026, 6:57am UTC](https://community.hubspot.com/t/prospeccion-en-la-era-de-ia-que-es-y-como-funciona-el-agente-de-prospeccion-de-hubspot/162491 "2026-11-01T06:57:07Z")
HubSpot's Prospecting Agent is an AI agent that detects buying signals, researches your prospects, and drafts co… --- ## [HubSpot Credits in Plain English](https://community.hubspot.com/t/hubspot-credits-in-plain-english/163106)
**Author:** [@JPinto7](https://community.hubspot.com/u/JPinto7)\ **Replies:** 1\ **Last updated:** [November 1, 2026, 6:56am UTC](https://community.hubspot.com/t/hubspot-credits-in-plain-english/163106 "2026-11-01T06:56:31Z")
AI agents are powerful, but one question comes up in almost every coaching session: “How much is this going to cost me?” T… --- ## [Where to Start With Any Agent?](https://community.hubspot.com/t/where-to-start-with-any-agent/163109)
**Author:** [@JPinto7](https://community.hubspot.com/u/JPinto7)\ **Replies:** 1\ **Last updated:** [October 31, 2026, 6:57am UTC](https://community.hubspot.com/t/where-to-start-with-any-agent/163109 "2026-10-31T06:57:01Z")
When teams get their first AI agent, the excitement goes straight to “Let’s turn it on!” But the best results come from t… --- ## [Preventing automatic email association with deals](https://community.hubspot.com/t/preventing-automatic-email-association-with-deals/102592)
**Author:** [@PAtlan](https://community.hubspot.com/u/PAtlan)\ **Replies:** 28\ **Last updated:** [October 29, 2026, 5:45pm UTC](https://community.hubspot.com/t/preventing-automatic-email-association-with-deals/102592 "2026-10-29T17:45:26Z")
Hi all, As explained in this article: Associate activities with records , Hubspot automatically associates e-mails logged in… --- ## [Best Solutions for SMS Customer Support in HubSpot?](https://community.hubspot.com/t/best-solutions-for-sms-customer-support-in-hubspot/123648)
**Author:** [@cloud\_ni9e](https://community.hubspot.com/u/cloud_ni9e)\ **Replies:** 5\ **Last updated:** [October 28, 2026, 1:47pm UTC](https://community.hubspot.com/t/best-solutions-for-sms-customer-support-in-hubspot/123648 "2026-10-28T13:47:33Z")
Hello HubSpot Community, I’m with a tech startup specializing in EHR/EMR solutions for healthcare, and we’ve been using HubS… --- ## [How do you keep follow-up going on leads that go quiet?](https://community.hubspot.com/t/how-do-you-keep-follow-up-going-on-leads-that-go-quiet/162418)
**Author:** [@Ahsan\_Iqbal\_Tekrevol](https://community.hubspot.com/u/Ahsan_Iqbal_Tekrevol)\ **Replies:** 19\ **Last updated:** [October 28, 2026, 11:15am UTC](https://community.hubspot.com/t/how-do-you-keep-follow-up-going-on-leads-that-go-quiet/162418 "2026-10-28T11:15:06Z")
Hi all, I’m researching how sales teams using HubSpot handle leads that go quiet after the first one or two follow-ups, and … --- ## [What are the best practices when choosing a marketing automation tool?](https://community.hubspot.com/t/what-are-the-best-practices-when-choosing-a-marketing-automation-tool/138431)
**Author:** [@RajeshS](https://community.hubspot.com/u/RajeshS)\ **Replies:** 2\ **Last updated:** [October 28, 2026, 7:11am UTC](https://community.hubspot.com/t/what-are-the-best-practices-when-choosing-a-marketing-automation-tool/138431 "2026-10-28T07:11:57Z")
Hi everyone :waving\_hand: I’m currently exploring marketing automation tools for my company and wanted to get some insights … --- ## [Duplicate Lead Management](https://community.hubspot.com/t/duplicate-lead-management/145044)
**Author:** [@Stacks42](https://community.hubspot.com/u/Stacks42)\ **Replies:** 3\ **Last updated:** [October 27, 2026, 3:56pm UTC](https://community.hubspot.com/t/duplicate-lead-management/145044 "2026-10-27T15:56:55Z")
I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead r… --- ## [Naming Convention Ideas](https://community.hubspot.com/t/naming-convention-ideas/162996)
**Author:** [@Jamie.George](https://community.hubspot.com/u/Jamie.George)\ **Replies:** 2\ **Last updated:** [October 27, 2026, 10:41am UTC](https://community.hubspot.com/t/naming-convention-ideas/162996 "2026-10-27T10:41:43Z")
Hello! We have almost finished our integration into Hubspot and I recently joined the team to take over email marketing. I a… --- ## [How can I extract call transcriptions via API in HubSpot for AI analysis?](https://community.hubspot.com/t/how-can-i-extract-call-transcriptions-via-api-in-hubspot-for-ai-analysis/147653)
**Author:** [@COHagan8](https://community.hubspot.com/u/COHagan8)\ **Replies:** 18\ **Last updated:** [October 26, 2026, 4:14pm UTC](https://community.hubspot.com/t/how-can-i-extract-call-transcriptions-via-api-in-hubspot-for-ai-analysis/147653 "2026-10-26T16:14:52Z")
Hi all, I have a use case, where I would like to extract our call transcriptions from HubSpot and use them in Claude’s Co-wo… --- ## [One sequence, many pain points: custom properties as personalization tokens](https://community.hubspot.com/t/one-sequence-many-pain-points-custom-properties-as-personalization-tokens/162857)
**Author:** [@joerr](https://community.hubspot.com/u/joerr)\ **Replies:** 0\ **Last updated:** [October 23, 2026, 4:29pm UTC](https://community.hubspot.com/t/one-sequence-many-pain-points-custom-properties-as-personalization-tokens/162857 "2026-10-23T16:29:26Z")
Send role- and industry-specific messaging from a single sequence by using custom properties as tokens. Here’s how to make o… --- ## [Discover the key product highlights of UNBOUND 2026](https://community.hubspot.com/t/conoce-las-principales-novedades-de-producto-de-unbound-2026/162490)
**Author:** [@CPedraza](https://community.hubspot.com/u/CPedraza)\ **Replies:** 0\ **Last updated:** [October 20, 2026, 2:25pm UTC](https://community.hubspot.com/t/conoce-las-principales-novedades-de-producto-de-unbound-2026/162490 "2026-10-20T14:25:03Z")
On October 1, we released the latest Autumn Spotlight, covering some of our most recent agents that … --- ## [Context Is Everything: Why AI Only Works as Well as the Guardrails You Give It](https://community.hubspot.com/t/context-is-everything-why-ai-only-works-as-well-as-the-guardrails-you-give-it/162228)
**Author:** [@JPinto7](https://community.hubspot.com/u/JPinto7)\ **Replies:** 0\ **Last updated:** [October 16, 2026, 6:25pm UTC](https://community.hubspot.com/t/context-is-everything-why-ai-only-works-as-well-as-the-guardrails-you-give-it/162228 "2026-10-16T18:25:32Z")
AI is everywhere in HubSpot now. Breeze Assistant, Customer Agent, AI-generated content, and more. So the question has ch… --- ## [Meet Customer Agent: Answer, Resolve, and Hand Off Without Missing a Beat](https://community.hubspot.com/t/meet-customer-agent-answer-resolve-and-hand-off-without-missing-a-beat/162227)
**Author:** [@JPinto7](https://community.hubspot.com/u/JPinto7)\ **Replies:** 0\ **Last updated:** [October 16, 2026, 6:20pm UTC](https://community.hubspot.com/t/meet-customer-agent-answer-resolve-and-hand-off-without-missing-a-beat/162227 "2026-10-16T18:20:42Z")
Your customers don’t only have questions between 9 and 5. And your support reps shouldn’t spend their day answering the sa… --- ## [Is a Knowledge Base Worth Building? Start Small, Then Let AI Help It Grow](https://community.hubspot.com/t/is-a-knowledge-base-worth-building-start-small-then-let-ai-help-it-grow/162162)
**Author:** [@JRoulston1](https://community.hubspot.com/u/JRoulston1)\ **Replies:** 1\ **Last updated:** [October 16, 2026, 11:27am UTC](https://community.hubspot.com/t/is-a-knowledge-base-worth-building-start-small-then-let-ai-help-it-grow/162162 "2026-10-16T11:27:33Z")
Not sure a knowledge base is worth the effort? Here’s what I tell customers in Small Group Coaching: start small — five to te… --- ## [Can you pre-populate a form field with info from earlier on in the form?](https://community.hubspot.com/t/can-you-pre-populate-a-form-field-with-info-from-earlier-on-in-the-form/155369)
**Author:** [@M\_Kelly](https://community.hubspot.com/u/M_Kelly)\ **Replies:** 3\ **Last updated:** [October 13, 2026, 11:19am UTC](https://community.hubspot.com/t/can-you-pre-populate-a-form-field-with-info-from-earlier-on-in-the-form/155369 "2026-10-13T11:19:59Z")
Is this scenario possible: We have a 7-step form, step 7 (for various reasons) duplicates two of the fields from step 1. Is t… --- ## [How can a small service business manage follow-ups in HubSpot?](https://community.hubspot.com/t/how-can-a-small-service-business-manage-follow-ups-in-hubspot/160674)
**Author:** [@DanielSmithTX](https://community.hubspot.com/u/DanielSmithTX)\ **Replies:** 6\ **Last updated:** [October 9, 2026, 8:07am UTC](https://community.hubspot.com/t/how-can-a-small-service-business-manage-follow-ups-in-hubspot/160674 "2026-10-09T08:07:57Z")
Hi everyone, I’m Daniel, owner of a small pest control company in Huntsville, TX. Most of our bookings come in by phone, and … --- ## [External Sales Reps Email Tracking](https://community.hubspot.com/t/external-sales-reps-email-tracking/161207)
**Author:** [@DanaDz](https://community.hubspot.com/u/DanaDz)\ **Replies:** 2\ **Last updated:** [October 8, 2026, 11:49am UTC](https://community.hubspot.com/t/external-sales-reps-email-tracking/161207 "2026-10-08T11:49:24Z")
Our company has both direct and indirect sales reps, and as we’ve been utilizing the CRM more heavily, I’ve found it increasi… --- ## [What topics or training areas do you cover when onboarding someone new to your HubSpot portal?](https://community.hubspot.com/t/what-topics-or-training-areas-do-you-cover-when-onboarding-someone-new-to-your-hubspot-portal/135603)
**Author:** [@marie9423498](https://community.hubspot.com/u/marie9423498)\ **Replies:** 4\ **Last updated:** [October 5, 2026, 11:41pm UTC](https://community.hubspot.com/t/what-topics-or-training-areas-do-you-cover-when-onboarding-someone-new-to-your-hubspot-portal/135603 "2026-10-05T23:41:54Z")
Hello fellow HubSpot Admins! :waving\_hand: I’m working on improving our onboarding process for new HubSpot users and would l… --- ## [How I plan HubSpot Credit usage before switching anything on](https://community.hubspot.com/t/how-i-plan-hubspot-credit-usage-before-switching-anything-on/160554)
**Author:** [@Jonno\_Price](https://community.hubspot.com/u/Jonno_Price)\ **Replies:** 2\ **Last updated:** [October 5, 2026, 12:49pm UTC](https://community.hubspot.com/t/how-i-plan-hubspot-credit-usage-before-switching-anything-on/160554 "2026-10-05T12:49:47Z")
HubSpot Credits are simple in principle. Certain actions consume credits, you have a monthly allowance, and you can buy more … --- ## [Company security when connecting emails, calls and using AI](https://community.hubspot.com/t/company-security-when-connecting-emails-calls-and-using-ai/160947)
**Author:** [@Deborah2](https://community.hubspot.com/u/Deborah2)\ **Replies:** 1\ **Last updated:** [October 5, 2026, 11:00am UTC](https://community.hubspot.com/t/company-security-when-connecting-emails-calls-and-using-ai/160947 "2026-10-05T11:00:46Z")
Has anyone experienced any internal challenges regarding compliance or data security when connecting emails, calls and use of… --- ## [The HubSpot Data You Trust May Not Tell the Whole Story](https://community.hubspot.com/t/the-hubspot-data-you-trust-may-not-tell-the-whole-story/160891)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 0\ **Last updated:** [October 5, 2026, 8:24am UTC](https://community.hubspot.com/t/the-hubspot-data-you-trust-may-not-tell-the-whole-story/160891 "2026-10-05T08:24:10Z")
A report can be accurate and still leave you with the wrong picture. I’ve run into this more than once with CRM data. Pictur… --- ## [A/B Testing with Confidence Variables](https://community.hubspot.com/t/a-b-testing-with-confidence-variables/147377)
**Author:** [@taylorjamila](https://community.hubspot.com/u/taylorjamila)\ **Replies:** 3\ **Last updated:** [October 1, 2026, 7:00pm UTC](https://community.hubspot.com/t/a-b-testing-with-confidence-variables/147377 "2026-10-01T19:00:22Z")
Hello, Has anyone set up A/B testing with confidence variables? How did you complete this? Did you use a third party applica… --- ## [Stop Guessing Where Deals Stall: Define Your Stages and Make Them Stick](https://community.hubspot.com/t/stop-guessing-where-deals-stall-define-your-stages-and-make-them-stick/160532)
**Author:** [@JPinto7](https://community.hubspot.com/u/JPinto7)\ **Replies:** 0\ **Last updated:** [September 30, 2026, 10:07pm UTC](https://community.hubspot.com/t/stop-guessing-where-deals-stall-define-your-stages-and-make-them-stick/160532 "2026-09-30T22:07:27Z")
Define your deal stages, and give every stage a purpose Once your objects are clear, do the same exercise for your pipel… --- ## [Clean CRM, Clear Pipeline: Define Your Objects and Deal Stages Before Anything Else](https://community.hubspot.com/t/clean-crm-clear-pipeline-define-your-objects-and-deal-stages-before-anything-else/160530)
**Author:** [@JPinto7](https://community.hubspot.com/u/JPinto7)\ **Replies:** 0\ **Last updated:** [September 30, 2026, 10:00pm UTC](https://community.hubspot.com/t/clean-crm-clear-pipeline-define-your-objects-and-deal-stages-before-anything-else/160530 "2026-09-30T22:00:48Z")
The fix usually isn’t a new report or a new tool. It’s agreeing on what each thing in your CRM means before you build anyt… --- ## [Need Suggestions to Do LESS Workflows for Our Virtual/Live Events](https://community.hubspot.com/t/need-suggestions-to-do-less-workflows-for-our-virtual-live-events/128135)
**Author:** [@JMeyer98](https://community.hubspot.com/u/JMeyer98)\ **Replies:** 3\ **Last updated:** [September 29, 2026, 8:07am UTC](https://community.hubspot.com/t/need-suggestions-to-do-less-workflows-for-our-virtual-live-events/128135 "2026-09-29T08:07:54Z")
Our company does live or virtual presentations (like 4-5 a month) where we create a specific landing page for lead capture PE… --- ## [How do you handle early quote requests when HubSpot Quotes require a Deal but the opportunity is not](https://community.hubspot.com/t/how-do-you-handle-early-quote-requests-when-hubspot-quotes-require-a-deal-but-the-opportunity-is-not/158992)
**Author:** [@CFernando23](https://community.hubspot.com/u/CFernando23)\ **Replies:** 2\ **Last updated:** [September 23, 2026, 1:39pm UTC](https://community.hubspot.com/t/how-do-you-handle-early-quote-requests-when-hubspot-quotes-require-a-deal-but-the-opportunity-is-not/158992 "2026-09-23T13:39:57Z")
Hi everyone, We are currently reviewing our Lead and Deal process in HubSpot and would appreciate some advice from other Hub… --- ## [The First Report I Check Before Trusting HubSpot Content Data](https://community.hubspot.com/t/the-first-report-i-check-before-trusting-hubspot-content-data/157113)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [September 23, 2026, 1:30pm UTC](https://community.hubspot.com/t/the-first-report-i-check-before-trusting-hubspot-content-data/157113 "2026-09-23T13:30:29Z")
When I check how a blog is doing in HubSpot, I have come to the conclusion of not going straight to the traffic figures. A si… --- ## [How do you build effective customer health scores in HubSpot?](https://community.hubspot.com/t/how-do-you-build-effective-customer-health-scores-in-hubspot/158589)
**Author:** [@Margauxx](https://community.hubspot.com/u/Margauxx)\ **Replies:** 8\ **Last updated:** [September 20, 2026, 8:19pm UTC](https://community.hubspot.com/t/how-do-you-build-effective-customer-health-scores-in-hubspot/158589 "2026-09-20T20:19:07Z")
Hi everyone! We’ll soon be starting with HubSpot Service Hub, and one of the areas we’re currently exploring is Customer Hea… [Next page](https://community.hubspot.com/tag/best-practices/7.md?match_all_tags=true&page=1&tags%5B%5D=best-practices)