CRM & Sales
Get the latest on HubSpot CRM and Sales Hub—pipeline design, sequences, reporting, and productivity tips. Learn how to keep data clean, speed up deal closure, and use mobile and integrations effectively.
HubSpot's New Sales Workspace: The 'View As User' Dilemma for Sales & RevOps
Unpack the changes to HubSpot's 'View as User' feature in the new Sales Workspace. Discover why it's an Enterprise-only perk and what it means for Sales Pro users and RevOps managing e-commerce teams.
HubSpot Property Limits: Unmasking Hidden Custom Properties in Your CRM
Hitting HubSpot's custom property limit but can't find them all? Learn how to identify and manage properties across objects and clear archived data to optimize your CRM for your business.
HubSpot Outlook Add-in Not Logging Emails? Fix Your Tracking Defaults!
Is your HubSpot Sales Outlook add-in forgetting to log and track emails? Discover community-backed solutions to prevent data gaps, from pinning the task pane to clearing the add-in cache.
HubSpot Multi-Location Magic: Streamlining Companies with State-Specific Data
Discover the best HubSpot strategies for managing companies with multiple state locations, from custom properties to parent-child relationships, inspired by a HubSpot Community discussion. Optimize your segmentation and RevOps.
Solving the HubSpot Outlook Add-in Login Loop: Community-Backed Fixes & M365 Insights
Experiencing a login loop with your HubSpot Outlook add-in? Dive into community insights, M365 security settings, and domain considerations to get your sales tools connected seamlessly.
Unraveling UTM Discrepancies: Why Your HubSpot Click Maps and Looker Studio Might Disagree
Facing inconsistent UTM click data in HubSpot's HTML Click Map vs. Looker Studio? ESHOPMAN dives into common causes and troubleshooting steps for accurate e-commerce reporting.
HubSpot Login Trouble? How to Solve Missing Verification Codes (Community Insights)
Stuck outside your HubSpot account? Learn from a real HubSpot Community discussion on missing verification codes, common fixes, and when to loop in your IT team for seamless access.
Streamline Internal Requests: HubSpot Ticketing Forms Beyond the Basics
Learn how to create custom internal ticketing forms in HubSpot using conditional logic or workflows, avoiding pipeline confusion. Expert tips from a HubSpot Community discussion for RevOps and marketers.
HubSpot Form Notifications Gone Missing? Here's How to Get Them Back!
Troubleshooting HubSpot form submission notifications? Learn why emails go missing, how to unbounce your address, whitelist HubSpot, and check user settings. Essential for RevOps and e-commerce.
Unlocking HubSpot Call Transcripts for AI Analysis: Your GDPR-Compliant Guide
Leverage HubSpot call transcripts for AI analysis of lost deals. Discover current best practices, GDPR-compliant tools, and ESHOPMAN's take on integration challenges for RevOps and e-commerce.
Beyond the Name: Cracking the Code of Truly Relevant Email Subject Lines in HubSpot
Is personalization just a first name? Explore HubSpot Community insights on how content relevance trumps basic personalization for boosting email open rates in e-commerce and beyond.
HubSpot Tickets & Deals: Unlocking Customer Insights with Roll-Up Properties
Learn how to use HubSpot's roll-up properties to track the status of all associated deals directly from a service ticket, enhancing RevOps and customer success strategies.