# \#smart-crm **URL:** https://community.hubspot.com/tag/smart-crm/2726.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [CRM Challenges Are Not Technological, They're About Adoption](https://community.hubspot.com/t/crm-challenges-are-not-technological-theyre-about-adoption/150933)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [November 8, 2026, 3:27am UTC](https://community.hubspot.com/t/crm-challenges-are-not-technological-theyre-about-adoption/150933 "2026-11-08T03:27:43Z")
Almost all companies realize the importance of a CRM tool. They put efforts into selecting the appropriate software, install … --- ## [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… --- ## [\[October 28\] From Brief to Booked: Build Campaigns and Progress Deals with Breeze Assistant](https://community.hubspot.com/t/october-28-from-brief-to-booked-build-campaigns-and-progress-deals-with-breeze-assistant/162861)
**Author:** [@edizechi](https://community.hubspot.com/u/edizechi)\ **Replies:** 0\ **Last updated:** [October 23, 2026, 5:52pm UTC](https://community.hubspot.com/t/october-28-from-brief-to-booked-build-campaigns-and-progress-deals-with-breeze-assistant/162861 "2026-10-23T17:52:11Z")
Event Overview What if the fastest way to grow this quarter was closing the gap between your campaigns and your pipeline? … --- ## [Do you use the CRM that comes with your IDX website?](https://community.hubspot.com/t/do-you-use-the-crm-that-comes-with-your-idx-website/161812)
**Author:** [@celinefosterr](https://community.hubspot.com/u/celinefosterr)\ **Replies:** 1\ **Last updated:** [October 13, 2026, 6:48pm UTC](https://community.hubspot.com/t/do-you-use-the-crm-that-comes-with-your-idx-website/161812 "2026-10-13T18:48:13Z")
I’ve been comparing the Best IDX Websites for Realtors and I’m a bit unsure about the CRM part. DPI Showcase Websites says it… --- ## [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… --- ## [How do you get HubSpot deals into Google Sheets without paying for a full connector?](https://community.hubspot.com/t/how-do-you-get-hubspot-deals-into-google-sheets-without-paying-for-a-full-connector/158978)
**Author:** [@preflightchecklist](https://community.hubspot.com/u/preflightchecklist)\ **Replies:** 1\ **Last updated:** [September 17, 2026, 2:21pm UTC](https://community.hubspot.com/t/how-do-you-get-hubspot-deals-into-google-sheets-without-paying-for-a-full-connector/158978 "2026-09-17T14:21:40Z")
Curious what people actually run in production for pipeline → Google Sheets. Context I’m seeing: Official HubSpot Sheets a… --- ## [Auto-associating future emails in a thread to an deal after manually associating the first one](https://community.hubspot.com/t/auto-associating-future-emails-in-a-thread-to-an-deal-after-manually-associating-the-first-one/158406)
**Author:** [@CTedder](https://community.hubspot.com/u/CTedder)\ **Replies:** 3\ **Last updated:** [September 12, 2026, 5:13am UTC](https://community.hubspot.com/t/auto-associating-future-emails-in-a-thread-to-an-deal-after-manually-associating-the-first-one/158406 "2026-09-12T05:13:15Z")
At the moment, we have to manually associate a deal record with an email we send to their contact when using the conversation… --- ## [The new streamlined index is rolled out to all customers](https://community.hubspot.com/t/the-new-streamlined-index-is-rolled-out-to-all-customers/158065)
**Author:** [@jjurenek](https://community.hubspot.com/u/jjurenek)\ **Replies:** 0\ **Last updated:** [September 4, 2026, 6:32pm UTC](https://community.hubspot.com/t/the-new-streamlined-index-is-rolled-out-to-all-customers/158065 "2026-09-04T18:32:42Z")
HubSpot’s Smart CRM index page got a major upgrade — and it’s live now for all portals. The index, where you manage Contact… --- ## [How to Automate Lead Management in HubSpot and Improve Sales Efficiency](https://community.hubspot.com/t/how-to-automate-lead-management-in-hubspot-and-improve-sales-efficiency/157772)
**Author:** [@Oodles\_erp](https://community.hubspot.com/u/Oodles_erp)\ **Replies:** 0\ **Last updated:** [September 2, 2026, 7:34am UTC](https://community.hubspot.com/t/how-to-automate-lead-management-in-hubspot-and-improve-sales-efficiency/157772 "2026-09-02T07:34:30Z")
Managing leads manually becomes difficult as a business grows. Leads may come from website forms, landing pages, email campa… --- ## [The Moment I Stopped Thinking of HubSpot as a CRM](https://community.hubspot.com/t/the-moment-i-stopped-thinking-of-hubspot-as-a-crm/156718)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [August 24, 2026, 3:52pm UTC](https://community.hubspot.com/t/the-moment-i-stopped-thinking-of-hubspot-as-a-crm/156718 "2026-08-24T15:52:24Z")
For a really long time, I thought of HubSpot as a place to store customer info. Contacts. Companies. Deals. Tickets. Tha… --- ## [What does a successful “Everything just works” setup look like in HubSpot?](https://community.hubspot.com/t/what-does-a-successful-everything-just-works-setup-look-like-in-hubspot/155883)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 2\ **Last updated:** [August 13, 2026, 12:34pm UTC](https://community.hubspot.com/t/what-does-a-successful-everything-just-works-setup-look-like-in-hubspot/155883 "2026-08-13T12:34:58Z")
The Best HubSpot Setup Is the One People Don’t Have to Think About I’ve been thinking about this a lot lately. When people … --- ## [The Biggest HubSpot Problems I've Seen Weren't Technical](https://community.hubspot.com/t/the-biggest-hubspot-problems-ive-seen-werent-technical/155627)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 0\ **Last updated:** [August 10, 2026, 6:40am UTC](https://community.hubspot.com/t/the-biggest-hubspot-problems-ive-seen-werent-technical/155627 "2026-08-10T06:40:23Z")
When people ask why a HubSpot portal isn’t working well, the first assumption is usually that something’s broken. Maybe a wor… --- ## [Have you ever gotten to the stage at which it's easier to rebuild your HubSpot portal than to fix it](https://community.hubspot.com/t/have-you-ever-gotten-to-the-stage-at-which-its-easier-to-rebuild-your-hubspot-portal-than-to-fix-it/155384)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 0\ **Last updated:** [August 6, 2026, 7:47am UTC](https://community.hubspot.com/t/have-you-ever-gotten-to-the-stage-at-which-its-easier-to-rebuild-your-hubspot-portal-than-to-fix-it/155384 "2026-08-06T07:47:49Z")
I recently spoke about a HubSpot portal which had been in existence for several years. It had all those features: dozens of … --- ## [The Best HubSpot Documentation I've Written Wasn't for Me](https://community.hubspot.com/t/the-best-hubspot-documentation-ive-written-wasnt-for-me/155168)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [August 6, 2026, 7:42am UTC](https://community.hubspot.com/t/the-best-hubspot-documentation-ive-written-wasnt-for-me/155168 "2026-08-06T07:42:57Z")
For a long time, I hardly kept any records within HubSpot. I mean, I was the one who was building the workflows, setting up t… --- ## [The First Things I Check Before I Trust a New HubSpot Portal](https://community.hubspot.com/t/the-first-things-i-check-before-i-trust-a-new-hubspot-portal/154995)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [August 3, 2026, 12:56pm UTC](https://community.hubspot.com/t/the-first-things-i-check-before-i-trust-a-new-hubspot-portal/154995 "2026-08-03T12:56:49Z")
Every time I get access to a new HubSpot portal, I tell myself the same thing: don’t assume everything is working the way it … --- ## [What makes workflows truly effective in HubSpot as portals grow?](https://community.hubspot.com/t/what-makes-workflows-truly-effective-in-hubspot-as-portals-grow/154828)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 2\ **Last updated:** [July 31, 2026, 1:24pm UTC](https://community.hubspot.com/t/what-makes-workflows-truly-effective-in-hubspot-as-portals-grow/154828 "2026-07-31T13:24:44Z")
Why I Stopped Measuring CRM Success by the Number of Workflows I used to think that as a HubSpot portal grew, the number of … --- ## [Suppress Notifications for Self-Initiated Activity](https://community.hubspot.com/t/suppress-notifications-for-self-initiated-activity/150477)
**Author:** [@bsm007](https://community.hubspot.com/u/bsm007)\ **Replies:** 1\ **Last updated:** [July 30, 2026, 9:45pm UTC](https://community.hubspot.com/t/suppress-notifications-for-self-initiated-activity/150477 "2026-07-30T21:45:34Z")
Problem: HubSpot notifies users about all activity on records they own or follow, including actions they initiate (emails, n… --- ## [Dynamic/ Smart Content for Emails (HELP)](https://community.hubspot.com/t/dynamic-smart-content-for-emails-help/154714)
**Author:** [@goldham](https://community.hubspot.com/u/goldham)\ **Replies:** 2\ **Last updated:** [July 30, 2026, 1:19pm UTC](https://community.hubspot.com/t/dynamic-smart-content-for-emails-help/154714 "2026-07-30T13:19:56Z")
Hi Everyone, I have managed to remove the text for different segment contacts but i am struggling with how to remove an imag… --- ## [Why is there no possibility to create an association between Order and Project?](https://community.hubspot.com/t/why-is-there-no-possibility-to-create-an-association-between-order-and-project/154603)
**Author:** [@ASuleymanoglu](https://community.hubspot.com/u/ASuleymanoglu)\ **Replies:** 1\ **Last updated:** [July 29, 2026, 4:10pm UTC](https://community.hubspot.com/t/why-is-there-no-possibility-to-create-an-association-between-order-and-project/154603 "2026-07-29T16:10:31Z")
The new object type “Project” can be associated to almost any other object but when it comes to the “Order” object, it is not… --- ## [Is HubSpot Agent Hub the Beginning of a New CRM Experience?](https://community.hubspot.com/t/is-hubspot-agent-hub-the-beginning-of-a-new-crm-experience/154519)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [July 29, 2026, 8:46am UTC](https://community.hubspot.com/t/is-hubspot-agent-hub-the-beginning-of-a-new-crm-experience/154519 "2026-07-29T08:46:09Z")
My first thought when HubSpot announced Agent Hub wasn’t about AI; it was concerning how we might begin to use our CRM in a d… --- ## [A Well-Built HubSpot CRM Is Worthless If Nobody Wants to Use It](https://community.hubspot.com/t/a-well-built-hubspot-crm-is-worthless-if-nobody-wants-to-use-it/154452)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 0\ **Last updated:** [July 28, 2026, 12:40pm UTC](https://community.hubspot.com/t/a-well-built-hubspot-crm-is-worthless-if-nobody-wants-to-use-it/154452 "2026-07-28T12:40:05Z")
I’ve spent a lot of time thinking about what makes a HubSpot setup truly successful. At first, I believed it was all about t… --- ## [Invoices to be added as an Association Card in Order Record Customizations](https://community.hubspot.com/t/invoices-to-be-added-as-an-association-card-in-order-record-customizations/154174)
**Author:** [@Hanhnt](https://community.hubspot.com/u/Hanhnt)\ **Replies:** 2\ **Last updated:** [July 27, 2026, 7:11am UTC](https://community.hubspot.com/t/invoices-to-be-added-as-an-association-card-in-order-record-customizations/154174 "2026-07-27T07:11:06Z")
Currently, when customising the panel of an Order record, Invoices cannot be selected or configured as an association card. W… --- ## [Soumitra Dutta-How can I import contacts into HubSpot CRM?](https://community.hubspot.com/t/soumitra-dutta-how-can-i-import-contacts-into-hubspot-crm/154185)
**Author:** [@soumitradutta26](https://community.hubspot.com/u/soumitradutta26)\ **Replies:** 1\ **Last updated:** [July 27, 2026, 5:18am UTC](https://community.hubspot.com/t/soumitra-dutta-how-can-i-import-contacts-into-hubspot-crm/154185 "2026-07-27T05:18:07Z")
My name is Soumitra Dutta , I’m oxford based an Entrepreneur, Author & Photographer. I’m planning to import a large list of c… --- ## [A HubSpot CRM Cleanup Checklist I Follow Every Quarter](https://community.hubspot.com/t/a-hubspot-crm-cleanup-checklist-i-follow-every-quarter/153667)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [July 21, 2026, 3:18pm UTC](https://community.hubspot.com/t/a-hubspot-crm-cleanup-checklist-i-follow-every-quarter/153667 "2026-07-21T15:18:46Z")
HubSpot workflows eventually get messy, and it is crucial then to clean them up from time to time. I’ve found that cleaning u… --- ## [Custom properties in the metrics for index pages](https://community.hubspot.com/t/custom-properties-in-the-metrics-for-index-pages/151154)
**Author:** [@JPusztay](https://community.hubspot.com/u/JPusztay)\ **Replies:** 1\ **Last updated:** [June 23, 2026, 4:39pm UTC](https://community.hubspot.com/t/custom-properties-in-the-metrics-for-index-pages/151154 "2026-06-23T16:39:24Z")
Hello, it would be great if custom number properties could be used as metrics in index pages. It was possible in the previous version but a new one doesn’t support it.