The HubSpot fixes I keep explaining, written down.
Short tips and step-by-step guides for admins, marketers, and sales teams. Every article has real screenshots, the subscription and permissions you need, and links that open the right screen in your own portal.
hs cms upload skips .webp files, so theme images vanish without an error
Why WebP images in a HubSpot theme folder never reach the Design Manager, how to spot it, and where WebP files should live instead.
HubSpot system pages: the templates a theme needs, and a 404 page pointing at a deleted template
Which system templates a HubSpot theme should ship, the templateType values they use, where to assign them, and how to spot a system page set to a template that no longer exists.
HubL: a variable set inside a for loop is gone after the loop ends
Why {% set %} inside a HubL for loop does not change the variable outside it, the dict and do update pattern from HubSpot's docs, and the CSS fallback I used instead.
Build a HubSpot landing page template that is only a header, a footer and one drag and drop area
How to make a branded landing page template with no fixed content in the body, so marketers build each page from modules, and the two template bugs that break it.
Page copy baked into a HubSpot template: move it into drag and drop modules so editors can change it
Why text written directly in a template cannot be edited in the page editor, the two ways I moved a landing page's copy into editable modules, and what to check after.
Give each HubSpot module its own font controls that win over the theme stylesheet
How to add font fields to custom modules so editors can set the font per text element in the page editor, render them so the theme CSS cannot override them, and scale them down on mobile.
FAQ modules and FAQPage schema in HubSpot after Google retired FAQ rich results
What changed with Google's FAQ rich results in 2026, why I build HubSpot FAQ modules with answers in the page HTML, and the risk of FAQ schema drifting from the visible copy.
A HubSpot record card with a Sync now button when your plan has no serverless functions
How we built a company record card that shows project data from an outside system and refreshes on demand, without serverless functions: sync into properties, a request flag, and a watcher.
Log an SMS to a HubSpot contact's timeline with the API: the association you cannot skip
How to create an SMS communication record on a contact with the CRM API, the association type that makes it show on the timeline, and the phone matching trap in automation tools.
Email a HubSpot report or dashboard on a schedule: who can receive it and the 2 hour rule
How recurring report and dashboard emails work in HubSpot, why recipients must be HubSpot users, how one-time sends differ, and the timing rule for deleting a schedule.
Plan a CRM migration from spreadsheets and exports: the steps that kept a bank's load clean
A step-by-step plan for moving contacts and companies from exported systems into HubSpot: count real people first, choose match keys, stage, run a small canary, and keep a rollback file.
How to tell which HubSpot hubs and tiers you actually pay for
Where to see your HubSpot subscription, why the API and feature probes do not answer it, and why a portal running trials can show Free on the billing page.
HubSpot AEO: prompts, recommendations, and what to do with outreach suggestions
What HubSpot's AEO tool tracks, how many prompts your plan allows, the recommendation types, and how I triaged a set of outreach recommendations for an agency.
Find companies hiring for HubSpot roles: job posts as a sales signal, plus HubSpot's intent signals
How we turned job postings for HubSpot and CRM roles into a scored company list in HubSpot, and where HubSpot's own Buyer Intent signals fit.
Theme click tracking in HubSpot: custom events, and why the trackEvent fallback no longer works
How a HubSpot theme can send every click to HubSpot custom events, what tier custom events need, and why HubSpot's docs now say the old trackEvent call does nothing.
Set up lead scoring in HubSpot: engagement, fit, and combined scores
How HubSpot's lead scoring tool works: engagement versus fit scores, combined A1 to C3 labels, score limits, and where scores show up once they exist.
HubSpot sequences: when contacts unenroll automatically, and how to change it
The default reply and meeting unenrollment rules for HubSpot sequences, the edge cases around company replies and meetings booked elsewhere, and how to turn the triggers off.
HubSpot playbooks: call scripts and notes reps can use on the record
What HubSpot playbooks are, who can create and use them, how they show on records, and how to manage versions and sharing.
Set sales goals in HubSpot for users and teams
How HubSpot goals work: templates versus custom goals, user and team contributors, the 1,000 custom goal limit, and the rule for users on more than one team.
The HubSpot audit log: see who changed what, and what your tier shows
Where to find HubSpot's centralized audit log, the Events and Analyze tabs, login history, and which categories each subscription tier can see.
HubSpot Notetaker: recording settings, smart data capture, and what will cost credits
Where HubSpot's Notetaker and recording settings live, the capture options, the smart data capture credit cost for custom properties, and the summary limits starting January 2027.
Back up your HubSpot CRM data: manual backups, schedules, and what is in the file
How HubSpot's Backup & Restore works: who can run it, how often by tier, what the download contains, how long it stays available, and the sensitive data warning.
Lock down who can log in to HubSpot: login methods, 2FA, IP rules and session timeout
Where HubSpot's portal login settings live, the 2FA rule for paid accounts, the 24 hour grace period, and the login restrictions you can set.
HubSpot Account Cleanup: schedule removal of unused emails, pages, segments and records
What HubSpot's Account Cleanup deletes or archives, the criteria per asset type, the monthly run, the restore windows, and the change from archiving to deleting marketing emails.
Fix formatting issues in HubSpot automatically with Data Quality rules
How HubSpot's Data Quality tool finds formatting issues like name capitalization and email case, how to accept or reject fixes, and how automation rules fix new records.
HubSpot SMS: what you need before you can text contacts
The requirements for HubSpot marketing SMS: the add-on, a registered US number, contact consent and phone format, and the business types that are not allowed.
HubSpot campaigns in Marketing Studio: create a campaign and attach its assets
Where HubSpot campaigns live now, what a campaign holds, how to add existing assets, and the AI setting Marketing Studio needs.
Connect ad accounts to HubSpot: networks, permissions, and auto-tracking
Which ad networks HubSpot connects to, the permission you need, what auto-tracking adds to your ad URLs, and where ad settings live.
Connect social accounts to HubSpot and what the social tool tracks
How to connect Facebook, Instagram, LinkedIn and X to HubSpot, what HubSpot stores and tracks once connected, and the reporting rules per network.
HubSpot Markets: define your target market once and reuse it in Buyer Intent
What HubSpot Markets are, the categories that define one, the 20 market limit, and how markets feed Buyer Intent and target accounts.
HubSpot seats versus permissions, and using permission sets to stop editing users one by one
The difference between seats and permissions in HubSpot, how to create and assign permission sets, and seat transfers.
Add live chat to your website with HubSpot chatflows
How to create a website chatflow in HubSpot, connect it to an inbox or help desk, set the welcome message and display behavior, and the cookie that keeps a minimized chat closed.
HubSpot private apps moved to Legacy Apps, and new ones stop on October 26, 2026
Where HubSpot private apps went, the dates when creating new legacy private apps is turned off, what still works, and what to use instead.
HubSpot task queues: group tasks so reps can work through them in one go
How to create task queues in HubSpot, add tasks to a queue manually or from a workflow, and filter the tasks index by queue.
HubSpot quotes: statuses, approvals, and who still has legacy quotes
How to read quote statuses in HubSpot, where to turn on quote approvals, and the September 2025 legacy quote access rules.
Export HubSpot records from a view: what is included and how to get more
How to export contacts, companies, deals or tickets from a saved view, the default columns, the 1,000 association limit, format options, and export notifications.
Capture submissions from non-HubSpot forms on your website
How HubSpot collects submissions from forms it did not build, what it needs to work, why you may see partial duplicates, and how to convert a collected form into a HubSpot form.
The HubSpot email Health tab: your sending score and the limits that trigger suspension
What HubSpot's email health score measures, the benchmarks it compares against, and the bounce, spam and unsubscribe rates that can suspend marketing email.
Restrict who can view or edit a HubSpot property
How field-level property access works in HubSpot, where to set it, what restricted users see, and the side effects on views, workflows and reports.
Choose the fields reps see when creating a HubSpot record, and make some required
How to customize the create panel for contacts, companies, deals and tickets in HubSpot, make properties and associations required, and which tiers allow what.
The HubSpot sales workspace: one place for a rep's tasks, leads, deals and schedule
What each tab of HubSpot's sales workspace shows, how reps work through tasks and sequence steps from it, and what the Schedule tab is.
HubSpot documents: share files with contacts and see who opened them
How HubSpot's documents tool tracks views of shared PDFs and decks, the require-email option, downloads, and the difference from the files tool.
HubSpot's forecast tool: categories, submissions, and forecast types
How the HubSpot forecast tool works: deal stage versus forecast category views, the default categories, submitting forecasts, and creating forecast types with other date and amount properties.
HubSpot calling numbers: HubSpot-provided, ported, or your own registered number
The three ways to put a phone number behind HubSpot calling, where account-wide call setup lives, minutes, and porting a number in.
Legacy CTAs in HubSpot: what still works and when to use the new CTA tool
Where HubSpot's legacy CTAs live now, the notice about migration, what legacy CTAs cannot do, and when to use new CTAs or button modules instead.
Find and organize reports in HubSpot: the reports list, favorites, and analytics suites
How HubSpot's reports list is organized, using views, favorites and tags, changing report owners and access, and where the analytics suites live.
The HubSpot data model builder: see every object, its records and associations
What HubSpot's data model builder shows, the table and graph views, object type IDs, and creating or activating associations.
HubDB: store structured content once and show it on pages
What HubDB tables are for, the subscriptions that use them for dynamic pages and programmable emails, adding rows and importing CSVs, and the dynamic page limit.
The HubSpot leads object: what a lead record is and how lead stages move
How HubSpot's leads object differs from lifecycle stage, the default lead pipeline, creating leads from contacts, and pipeline automation.
HubSpot payment links: sell a product without a quote
What HubSpot payment links are, the HubSpot payments versus Stripe choice, testing in a sandbox, and attaching a payment link to a form.
Connect WhatsApp to HubSpot: business accounts, limits, and what syncs
What you need to connect WhatsApp to HubSpot, the business account and verification requirements, what syncs, coexistence, and template limits.
Translate custom CRM labels in HubSpot for teams that work in other languages
How HubSpot's custom data translations work: what can be translated, the export and import flow, turning a language on, and who sees translations.
HubSpot Service Keys: the replacement for private app tokens
What HubSpot Service Keys are, where to create them, the permission and scope rules, what they cannot do, and how they relate to legacy private apps.
Give each team its own HubSpot record layout with team views
How to create team views for record layouts in HubSpot, who sees them, the default view, and the subscription needed.
Tidy up HubSpot segments: the Unused tab, folders, and restoring deleted ones
How to find unused segments in HubSpot, check where a segment is used before deleting, organize segments in folders, and restore recently deleted segments.
Target accounts in HubSpot: pick the companies sales and marketing both work
What HubSpot's target accounts home does, how to choose target accounts, the ideal customer profile tier property, and syncing target accounts to LinkedIn audiences.
Meeting rotations in HubSpot: share inbound meetings fairly across reps
How HubSpot meeting rotations work with round robin scheduling pages, pausing a rep, prioritizing the contact owner, and what happens with deactivated users.
Connect your calendar to HubSpot and see HubSpot tasks in it
What connecting Google or Outlook calendar to HubSpot does, the primary calendar rule, the one-provider limit, and the extra step to show HubSpot tasks in your calendar.
HubSpot's tracking URL builder: tag links so traffic lands in the right source
How to create tracking URLs in HubSpot, the UTM fields, short links, building from a campaign, and why tracked links still show no sessions.
Manage and analyze HubSpot website pages from the pages list
How the website and landing pages lists are organized, saved views and filters, the Analyze tab reports, and swapping in a custom dashboard.
Send pop-up and non-HubSpot form contacts to another email tool
What HubSpot's email service provider sync does for pop-up forms and non-HubSpot forms, the Mailchimp example, and its one-way limits.
Password protect a HubSpot page, and what it does not protect
How to password protect a HubSpot website or landing page, the subscription it needs, search engine behavior, and the stronger private content option.
HubSpot marketing email templates: drag and drop, custom, and saved
Where marketing email templates live, the drag and drop versus custom split, saving your own templates, uploading an external design with AI, and the subscription for each.
Compare marketing email results on the HubSpot Analyze tab
What the marketing email Analyze tab shows, the filters and date comparison, exporting charts, and comparing individual emails.
Add your other domains to HubSpot tracking, or their form submissions may land in spam
Why HubSpot needs external site domains listed in Advanced Tracking, the form spam rule for unlisted domains, and cross-domain linking.
Export HubSpot workflows for documentation, and restore deleted ones
How to export a list of HubSpot workflows, save a workflow diagram as an image, and restore a deleted workflow within 90 days.
HubSpot Smart Transfer: move CRM data and email templates from another app
What HubSpot Smart Transfer does, its audit and configure steps, transferring email templates from other marketing tools, and cleaning up empty properties afterward.
HubSpot import limits: file size, rows per file, and imports per day
The size and row limits for HubSpot imports, the daily caps, how the rolling 24 hour window works, and how to plan large loads around them.
Work deals faster in HubSpot's board view
How to edit, bulk select and log activities from HubSpot's deal board, read the stage totals and weighted amounts, and use the data insights card.
Merge two HubSpot records: which values win and what cannot be undone
How merging contacts or companies works in HubSpot, which record's property values are kept, the exceptions, the Salesforce sync effect, and why merges cannot be reverted.
See who changed a HubSpot property, and restore the old value
How to view a record's property history in HubSpot, read the change source, restore a value, and the 14 day window for restoring workflow changes.
Restore a deleted note, call, meeting or task on a HubSpot record
How to restore deleted activities from a record in HubSpot, the 90 day window, bulk restore, and the related restore pages for records and workflows.
See exactly who can access a HubSpot record
How the View record access panel shows users with access to a record, owners and owner history, and how sharing records grants extra access.
Find out when a HubSpot record was associated or unlinked
How to use View association history and Review associations on a HubSpot record to see when associations were created, changed or removed, and to bulk remove them.
Bookmark the HubSpot tools you use most
How HubSpot's navigation bookmarks work, the ten bookmark limit, adding, reordering and removing bookmarks, and keeping the sidebar open.
New pipeline stages no longer get Date entered and Time in stage properties by default
HubSpot now leaves stage calculated properties off for new pipelines and stages. How to check which stages have them and turn them on before you need the report.
Second sale to the same person? Add a deal, not a second contact
Why HubSpot blocks a second contact with the same email, and how to give an existing contact a new deal from the Deals card instead.
Locked out of HubSpot by two-factor authentication: how the reset works
What to do when you lose your 2FA device, how HubSpot's admin recovery and photo ID verification work, and how to set up 2FA so it does not happen again.
HubSpot Credits: where to see usage and how to cap it
Where HubSpot shows your monthly credit allocation and usage by feature, and how to set an account spend limit and per-feature limits.
Nurture agent uses credits for every personalized email: set limits first
What HubSpot's nurture agent changes in automated emails, which subscriptions it needs, and the four ways to control its credit use.
Move a deal to the next stage automatically when a property changes
Use a deal-based workflow with an Edit record action to set Deal stage from another property, and where the pipeline's Automate tab fits in.
Require approval before deals move forward in a pipeline
How HubSpot's deal approval process works, what blocks it from starting, and what happens if you turn it off.
One product, several prices: tiered pricing in the HubSpot product library
Where HubSpot's tiered pricing methods (volume-based, graduated and stair-step) live, what subscription and seat they need, and what you see without them.
Sync Facebook and Instagram lead ad forms into HubSpot
How HubSpot's lead ad syncing works for Meta instant forms, why the forms do not appear in the forms tool, and the usual reasons leads do not arrive.
Resync Salesforce records after the integration stops syncing
Where HubSpot shows Salesforce sync errors, the 100-at-a-time resync limit, resyncing a single record, and what to do about integration suspensions.
What "Other campaigns" means in HubSpot traffic sources
Why sessions land in the Other campaigns source, how HubSpot decides it from UTM parameters, and how to see which campaign drove a spike.
AI Referrals: how HubSpot counts traffic from ChatGPT, Claude and other assistants
HubSpot's AI Referrals traffic source, which domains count, what the drill-down properties store, and where to look for it.
Agent Hub context: what HubSpot's AI knows about your business, and how to correct it
Where HubSpot keeps the business context its AI tools use, the difference between context and knowledge vaults, and how to add or fix it.
Work through thousands of duplicates with HubSpot's Manage Duplicates tool
What the Manage Duplicates tool shows, its 10,000-pair display limit, custom duplicate rules, alerts, and the 250-merge limit per record.
Make a custom property require unique values, and use it as an ID
How HubSpot's Require unique values rule works, the 10-property limit shown in settings, and how unique properties work in imports and the API.
Emails landing on the wrong deal? How HubSpot picks which deals an activity joins
HubSpot's automatic activity association rules for contacts with several open deals, where to change them, and how to log to the right deal.
Lifecycle stage, lead status and deal stage: three properties, three questions
What each of HubSpot's three status properties tracks, which records they live on, and how they move, so a team can agree which one to report on.
HubSpot marketing emails going to spam: a deliverability checklist
The checks HubSpot's KB recommends when marketing emails land in spam: sending domain, list hygiene, engagement, spam traps, and the Health tab.
Cut HubSpot form spam: blocked domains, gibberish detection and IP exclusions
Account-level HubSpot form settings that reduce spam submissions: blocked email domains, gibberish detection, and excluded IP handling.
Require fields before a deal enters a stage with conditional stage properties
How HubSpot's conditional stage logic shows or requires properties when someone moves a record into a stage, and how it differs from pipeline rules.
Agentic workflows in Agent Hub: what they are and what they cost
HubSpot's Agent Hub workflow builder, the agent and AI actions it adds, the credits those actions use, and the Run agent action limit.
Connect a Reddit Ads account to HubSpot
How to connect Reddit Ads in HubSpot's ads settings, what you get once it is connected, and how to manage the connected user.
Turn on phone number validation so new numbers arrive in one format
HubSpot's phone number property validation, the E.164 rules it enforces, the default country code option, and the workflow action for old data.
Validate text properties with regex rules in HubSpot
HubSpot's basic and custom property validation rules, writing a regular expression or generating one with AI, and example patterns from the KB.
Custom objects: when to build one, and when a property is enough
HubSpot's guidance on when a custom object is the right model, the Enterprise requirement, and how to see your current data model first.
Copying association labels from a company breaks when a contact has two companies
A client project copied assignee labels from the first-created company to contacts and deals. Records with several companies got the wrong labels. How to check and fix it.
Getting a contact's traffic source onto the deal: check the default property before building a workflow
Deals already have an Original Traffic Source property set from associated contacts. When you still need a copy, use a property sync field or a workflow's Edit record action.
Calculation properties: build a custom equation in HubSpot
How to create a calculation property with a custom equation, the output types it supports, and where it is available.
Rollup properties: count, sum or find the latest value across associated records
How HubSpot rollup properties calculate min, max, count, sum, average, earliest and latest values from associated records, and how to set one up.
Format data workflow action: clean values, then write them back
What HubSpot's Format data workflow action does, why it does not change a property on its own, and how to use its output with Edit record.
Rotate record to owner: who is eligible, and why a team shows greyed out
How HubSpot's Rotate record to owner workflow action distributes records, the seat rules for eligible users and teams, and the Salesforce caveat.
HubSpot API rate limits: the numbers, the headers, and where to see usage
HubSpot's burst and daily API limits for privately distributed apps by tier, the 429 response and rate limit headers, and the API Call Usage page.
HubSpot search API stops at 10,000 results: how to page past it
The CRM search API's limits (10,000 results per query, 200 per page, five requests per second, 3,000-character queries, filter group caps) and a pattern for pulling larger sets.
Association labels through the v4 API: find the type ID, then associate
How to look up association label type IDs and create labeled associations in bulk with HubSpot's v4 associations API.
Create or update records in one call with HubSpot's batch upsert
How the batch upsert endpoint uses a unique property (idProperty) to create missing records and update existing ones, so sync scripts stop making duplicates.
Start a HubSpot import from code with the imports API
How the CRM imports API takes a multipart request with an importRequest JSON and the file, and how column mappings work.
Owner ID vs user ID: assigning record owners through the API
Why HubSpot has separate owner IDs and user IDs, how to look up an owner with the v3 owners API, and how to set hubspot_owner_id on a record.
HubSpot webhooks: subscriptions, batching and retries
How app webhook subscriptions deliver events, the batch size and concurrency limits, signature validation, and retry behavior.
Custom code workflow actions: the basics that save debugging time
How HubSpot custom code actions are structured, how inputs, outputs and secrets work, where to see logs, and how to get retries on rate limits.
Send a webhook from a workflow, and verify it really came from HubSpot
How the Send a webhook workflow action posts record data to your endpoint, the request signature option, and how to validate it.
HubSpot CMS serverless functions: what they are for, and the 10-second limit
How serverless functions run server-side code for HubSpot CMS pages, their execution limits, and where to see their logs.
Deploy a HubSpot developer project with hs project upload
The HubSpot CLI commands to create, upload and check builds for a developer project, and where projects show in HubSpot.
Developer test accounts vs standard sandboxes: where to test HubSpot changes
The difference between developer test accounts and standard sandboxes, their limits, and why legacy private apps still exist there.
Submit a custom form to HubSpot through the forms API, and keep tracking
How to send submissions to a HubSpot form from your own form handler, why to include the hutk cookie and page context, and how blocked emails are reported.
Identify logged-in visitors in HubSpot chat with the visitor identification API
How to pass an already-authenticated user to the HubSpot chat widget with a server-generated token, so chats land on the right contact.
Read a property's change history through the API
How to use the propertiesWithHistory parameter to get past values, timestamps and sources for a record's properties.
Programmable emails: pull CRM data into marketing emails with HubL
What programmable emails can read on Professional versus Enterprise, how to enable a module for them, and the recipient limits tied to CRM functions.
Search, list, batch read or webhooks: picking how to read HubSpot data
When to use the CRM search API, basic list endpoints, batch reads or webhooks, based on their documented limits.
A/B test a HubSpot marketing email: how the test split and winner work
How HubSpot's marketing email A/B test sends two versions to a share of recipients and the winning version to everyone else.
Smart content: show different email or page content to different people
How HubSpot smart content rules swap modules and subject lines by country, device, referral source, ad source and contact data, and how to preview them.
Why fewer people got your email: HubSpot's Don't send to unengaged contacts setting
How HubSpot's graymail suppression excludes contacts who have not opened recent marketing emails, and the cases where it surprises people.
Hard bounce vs soft bounce in HubSpot, and what happens next
What HubSpot means by hard and soft bounces, where to see the reason on a contact, and why a contact can be blocked from another account's bounce.
Send a test marketing email and preview it as a real contact
How to preview a HubSpot marketing email as a specific contact, check email clients, and send a test, plus what the test email's sender looks like.
Manage HubSpot blog authors and tags
Where HubSpot keeps blog authors and tags, how to add them to posts, and how tags shape your blog's listing pages.
Blog subscription emails: why the subscribe form is missing, and how frequency works
How HubSpot blog subscription emails send new posts at each subscriber's chosen frequency, why the subscription form can be hidden, and how to change a subscriber's frequency.
Where did pop-up forms go? Pop-ups, slide-ins and banners are now CTAs
How HubSpot's CTA tool handles pop-up boxes, slide-ins and sticky banners, how to trigger them from a button, and why one might not show.
Conditional logic in HubSpot forms: show questions, skip steps, redirect
What conditional logic does in HubSpot's form editor, the subscription it needs, and how it replaced dependent fields from the legacy editor.
Break a long HubSpot form into steps
How to add steps to a HubSpot form, how required fields behave between steps, and the progress bar option.
Send a follow-up email after a form submission, from the form editor
How HubSpot's form editor creates a simple workflow to email everyone who submits a form, and when to use a full workflow instead.
Adaptive page tests: test up to five landing page versions
How HubSpot adaptive tests send more traffic to the better-converting page variation, the form requirement, and what publishing does to all variations.
Global modules: edit once, update every page that uses it
What HubSpot global modules are, how editing them affects every page, how to make a one-off local copy, and their smart content support.
Create multi-language versions of HubSpot pages
How HubSpot language variations work for pages, how to change the primary language page, and how global content gets its own language variations.
Marketing events: track webinars and their attendees in HubSpot
What HubSpot's marketing events object stores, where to find it, and how integrations create events and register attendees through the API.
Connect a WordPress site to HubSpot with the official plugin
Why HubSpot recommends its WordPress plugin over pasting the tracking code, what it connects, and the separate WordPress blog import.
Connect Google Search Console to HubSpot's SEO tool
What the Google Search Console integration adds to HubSpot SEO, how HubSpot-hosted sites are verified, and when domain properties need manual verification.
Scan a site for SEO recommendations in HubSpot
How to run HubSpot's SEO scan on a URL, how recommendations are ranked, and what the word count check covers.
Set up your brand kit: logos, favicon, colors, fonts and theme
Where HubSpot's brand kit lives, what it controls, and how it ties into themes and AI brand voice.
Build ad audiences and lookalikes from HubSpot segments
How HubSpot creates contact segment audiences for ad networks and Meta lookalike audiences, and the requirement that the source audience has synced first.
Schedule social posts in HubSpot, with approval if you need it
How to draft, review and schedule social posts in HubSpot, use saved publishing times, and route posts through approval.
HubSpot Sales extension for Gmail and Outlook: install, log and track
What the HubSpot Sales Chrome extension and Outlook add-in do, the account-wide default log setting, and the limits on logging attachments and custom Gmail layouts.
Too many email open notifications? Forwarding, copies and self-opens
Why HubSpot Sales open notifications can fire more than expected, how self-opens are handled, and how to test click tracking properly.
Call recording in HubSpot is on by default: consent and exemptions
Where HubSpot's account-wide call recording and transcription settings live, inbound and outbound exemptions, and whose job consent is.
Meeting reminder emails: up to three, and who receives them
How HubSpot meeting reminder emails work on scheduling pages and proposed times, the three-reminder limit, the account default, and time zones.
Group scheduling pages: book time when everyone is free
How HubSpot group scheduling pages find times when all selected team members are available, the seat requirement, and owner-based availability rules.
Split deal credit between users
How HubSpot deal splits share a deal amount between users for forecasting, where to turn them on, and how collaborators differ.
Resubscribe a contact who opted out of marketing email
What HubSpot allows when resubscribing contacts, the resubscription email, and why self opt-outs cannot be reversed by a workflow.
Ask why people unsubscribe with HubSpot's unsubscribe feedback survey
How HubSpot's unsubscribe feedback survey works, when it appears, and where to read the reasons.
Import an opt-out list so old unsubscribes stay unsubscribed
How to import contacts as opted out of marketing email, and why deleting and re-importing them as opted out can keep them out of your marketing contact count.
Email sending probation and suspension: what triggers them and how to recover
What HubSpot email sending probation and suspension mean, the banner you will see, and the contact cleanup HubSpot expects before you can send again.
Smart properties: let Data Agent research and fill a property
What HubSpot smart properties are, which objects support them, the credit cost, and how to run them in bulk with a workflow.
Prospecting agent: what it does and where to start
What HubSpot's prospecting agent does with plays and selling profiles, how it researches and drafts outreach, and the credit cost per lead.
Sync Stripe data into HubSpot: what syncs and which way
Which Stripe objects HubSpot's Stripe sync brings in (customers, invoices, products, subscriptions), the sync direction for each, and how it differs from Stripe payment processing.
QuickBooks Online and HubSpot invoices: what syncs and what is blocked
How the QuickBooks Online data sync handles HubSpot invoices, the filter check, sync failures, and why invoice-level taxes and fees are blocked.
Send HubSpot data to Google Sheets from a workflow
How the Google Sheets workflow actions create or update rows, how to map columns, and how to send formatted values.
Custom report builder vs single-object reports: which to use
What HubSpot's custom report builder adds over single-object reports, the permissions it needs, and how often custom reports refresh.
Private content with memberships: access groups and their limits
How HubSpot memberships restrict pages and blog posts to access groups, the subscriptions required, and the two-group limit on Professional.
Custom events: track product and app activity in HubSpot
Where HubSpot's Event Management lives, the event types it shows, how to send custom event occurrences by API, and the legacy events cut-off.
Make Closed lost reason useful: check its field type, then require it
HubSpot's Closed lost reason deal property, why a free-text version is hard to report on, and how to require it when deals close lost.
Coaching playlists: collect your best call recordings for training
How HubSpot coaching playlists hold full or clipped call recordings, how sharing and following work, and the subscription needed.
The sales activity feed: opens, clicks and revisits in one list
What HubSpot's activity feed shows, its one-year history, why only tracked emails appear, and how it connects to the Chrome extension.
HubSpot's calendar view: meetings in one place after you connect a calendar
What HubSpot's dedicated calendar view does, what it needs, and how it fits with the Meetings Scheduler and sales workspace.
HubSpot MCP: built-in AI connectors vs your own MCP connector
When to use HubSpot's built-in connectors for Claude, ChatGPT, Copilot and Gemini, when to build on the remote MCP server, and what the MCP Connectors page sets up.
Developer Migrations: find app API calls HubSpot is retiring
What HubSpot's Migrations page (beta) shows for scopes and API versions, how it lists affected endpoints per app, and how apps move to the current platform version.
Property Insights: find properties with issues and watch for unusual updates
What the Data Quality Property Insights tab shows, how property anomaly monitoring works, and how fill rates help you archive unused properties.
Multi-account management: connect several HubSpot accounts into one organization
What HubSpot multi-account management needs (an Enterprise main account and Super Admin in each), where to set it up, and why the create button can be greyed out.
Get notified when a contact comes back to your website
How HubSpot lead revisit and website visit notifications work, the channels they can arrive on, and where to manage them.
Agent Inbox: review what your HubSpot agents produced
Where HubSpot's Agent Inbox collects agent runs and their output, how to filter runs, and how to export results.
Breeze Assistant: what to ask HubSpot's built-in AI
What HubSpot's Breeze Assistant can do on desktop and mobile (summaries, content, meeting prep), projects, and the quick actions in its panel.
Deal progression: AI next steps on deal records
What HubSpot's deal progression card does with calls, meetings and emails, what seat it needs, and where it shows in Agent Hub.
Power dialer and voicemail drops: call a list and leave recorded messages
How to add contacts to HubSpot's power dialer from a list, and how pre-recorded voicemail drops work, including their phone number requirement.
There is no "today" property: use Time since and Time until instead
Why HubSpot has no live today's date property, and how Time since, Time until and relative date properties give you a value that moves with today.
Import error: "Incorrect number of columns"
What usually causes HubSpot's Incorrect number of columns import error, and how to fix the file or mapping.
Stop HubSpot from creating contacts from every logged email
How logged emails create contacts, how to log to existing contacts only, and the account-level log and track defaults for the sales extension.
Import contacts and their companies in one file
How to import contacts and companies together so they associate, the unique identifiers that prevent duplicates, and how multiple associations per row work.
Export companies with their associated contacts
How HubSpot exports include associated records, the 1,000-association default, and the options for all properties and all associations.
Where to store a contact's LinkedIn profile
HubSpot's default LinkedIn URL contact property, its field type, and how to show it on records and forms.
Make a property a clickable link with the URL field type
HubSpot's URL field type for properties that should be clickable links, and how it compares to text fields.
Restore deleted contacts, companies and deals within 90 days
Where HubSpot's restore records tool is, the 90-day window, filters by user and workflow, and why some contacts cannot be restored.
Delete contacts in bulk, and the permission it needs
How to delete many contacts at once from a view, the bulk delete permission, and what you can and can't get back.
Build a contact list from company criteria
How to filter contacts by their associated company's properties, and how primary company and association labels change which companies count.
Track renewals as deals without breaking recurring revenue reports
How HubSpot's recurring revenue properties treat renewals, the inactive date and reason fields, and why a renewal deal does not double count.
Several companies with the same domain: how HubSpot decides
How HubSpot deduplicates companies by domain in manual creation, imports and the API, and what happens to contact association when domains repeat.
Link contacts to each other: same-object associations
How HubSpot associates records of the same object (contact to contact, company to company), how to label those relationships, and how workflows manage them.
Set a default deal name with tokens
How HubSpot's default deal name fills when reps create deals from records, which tokens and static text it accepts, and where it does not apply.
Two people sharing one email address
Why HubSpot can't store two contacts with the same email, how additional email addresses work, and the limits on filters and Salesforce.
See a contact's time zone before you call
HubSpot's Time zone and IP time zone contact properties, how each is set, and the daylight saving catch.
Enroll many contacts in a sequence at once
How bulk sequence enrollment works, the 50-contact limit per enrollment, the sending pace, and the permissions needed.
Out-of-office replies and sequences: when contacts stay enrolled
Which automated replies HubSpot sequences ignore, the known case that still unenrolls contacts, and what unenrolling does and doesn't undo.
Dropdown, radio or multiple checkboxes: picking an option field
The difference between HubSpot's enumeration field types, which allow one value versus several, and how they look in forms.
Turn the "create a follow-up task" prompt back on
Where HubSpot's follow-up task prompts are controlled, the task defaults that go with them, and how they differ from task reminders.
Filter segments and reports by association label
Where HubSpot lets you use association labels as filters, the subscription needed for segments, and how labels work in custom reports.
Choose what shows on deal board cards
How to customize deal cards in board view, the 15-item limit, and account versus personal settings.
Stop reps deleting notes and activities
Which HubSpot permission lets users delete activities on records, what View-only users can still do, and how to recover deletions.
Remove associations in bulk
Why HubSpot workflows can remove only labeled associations, and the API endpoints for removing unlabeled ones in bulk.
Copy line items to another deal: how cloning works
How HubSpot clones line items between deals, quotes and invoices, why there is no ongoing sync, and the options for reusing a deal's products.
Use OR in HubSpot filters with filter groups
How AND and OR work in HubSpot view filters, and an example: contacts with no upcoming activity.
Import past emails, calls and notes onto records
How to import activities into HubSpot and associate them with contacts and companies, and why to include an activity date.
Add Google Tag Manager to HubSpot pages
Where HubSpot's Google Tag Manager integration lives, what it covers, and when to add the container code by hand instead.
Bot opens and clicks in marketing email stats, and Apple Mail Privacy Protection
How HubSpot's bot filtering removes security scanners and privacy filters from marketing email metrics, and how to check whether it was on for a send.
Phone number fields in forms: country codes and allowed characters
How HubSpot's phone number form field handles country codes and which characters it accepts, plus the length rule.
File upload fields in HubSpot forms: size limit and where files go
The 100 MB limit on HubSpot form file uploads, single versus multiple files, and how to add the field.
Capture UTM values with hidden form fields
How HubSpot hidden form fields store values from URL parameters such as utm_campaign, and the settings that can overwrite them.
When a form submission creates a new contact, and when it updates an old one
The form setting that creates a contact for unknown email addresses, its legacy-editor equivalent, and why cookies can attach a new email to an existing contact.
Turn CAPTCHA on or off for a HubSpot form
How HubSpot forms use invisible reCAPTCHA v3, where the CAPTCHA switch is, adjusting spam sensitivity, and the spam digest beta.
Who gets notified when a form is submitted
How HubSpot form submission notifications work: the default recipient, notifying the contact owner, adding users, and the daily spam digest.
Find when a contact submitted a form: conversion date properties
HubSpot's First conversion, Recent conversion and their date properties on contacts and companies, and how to use them.
Segment contacts by how many marketing emails they opened or clicked
HubSpot's Marketing emails opened, clicked and bounced properties, how they count, and how to build engagement segments.
Subdomain or new domain? Connecting and replacing HubSpot domains
How HubSpot hosting domains, brand domains and subdomains relate, and what replacing a brand domain involves.
Change a page's URL, domain or language slug
Where to change a HubSpot page's URL and domain, how blog and knowledge base roots are set, and what to do about the old URL.
Export form submissions to a spreadsheet
How to export all submissions from a HubSpot form, or from a specific page, and what the export file includes.
"Please enter a different email address": blocked domains in forms
Why a HubSpot form rejects some email addresses, the free email provider list, disposable domains blocked by default, and account-wide blocking.
A/B test a landing page, including its form
How HubSpot page A/B tests split traffic between two versions at one URL, how you pick the winner, and testing form length.
Where replies to marketing emails go, and how to log them
How HubSpot custom reply-to addresses route marketing email replies, and why the inbox must be connected for replies to log.
Export a marketing email as HTML or PDF
How to export HubSpot marketing email designs as HTML or PDF from the editor or performance page, including A/B versions.
Put personalization tokens in email links and buttons
How HubSpot lets image and button links in marketing emails use personalization tokens to send each contact to a different URL.
Send a marketing email from each contact's owner
How HubSpot personalization tokens set a marketing email's From name, address and signature to the contact owner, and how tests behave.
Unsubscribe links in one-to-one and sequence emails
How HubSpot adds unsubscribe links to one-to-one and sequence emails, how they map to subscription types, and who controls the defaults.
Transactional emails in HubSpot: the add-on and when to use it
What HubSpot's Transactional Email Add-On sends, its dedicated IP, how it differs from marketing email, and how to buy it.
Why your custom font doesn't show in Gmail or Outlook
Which email clients support custom fonts in HubSpot marketing emails, how fallback fonts work, and where fonts are set.
Set your website favicon in HubSpot
Where HubSpot's favicon setting is, what content it applies to, and how it ties to the brand kit.
Keep a HubSpot page out of Google: noindex vs robots.txt
When to use a noindex meta tag versus robots.txt in HubSpot, why not to combine them, and the sitemap settings that go with them.
Click rate vs click-through rate in HubSpot email reports
The difference between HubSpot's click rate and click-through rate, and how open rate is counted.
Revenue on HubSpot campaigns: what the numbers mean
How HubSpot campaigns report contacts with revenue and attributed revenue, which tiers see which metric, and what campaigns can't do.
Post several images at once to Instagram from HubSpot
How HubSpot's social tool publishes Instagram carousel posts of up to 10 media files, and the post types it supports.
Install the Meta pixel, Google tag or LinkedIn Insight Tag through HubSpot
How HubSpot installs ad network pixels on pages with the tracking code, the account connection it needs, and who can install them.
Google Consent Mode with HubSpot's cookie banner
When HubSpot handles Google Consent Mode for you, when you must implement it yourself, and the EEA/UK opt-in banner requirement.
Find contacts subscribed to a specific email type
How to filter HubSpot contacts by subscription status for one or more subscription types, and the opt-out import caveat.
Permanently delete contacts for GDPR, including by API
How HubSpot's GDPR delete differs from a normal delete, and the API endpoint for permanently deleting a contact by ID or email.
Debug a workflow custom code action
Where custom code action logs show up, how to pass properties in without an API call, and how to make HubSpot retry after a rate limit error.
Set or copy a date property in a workflow
How the workflow Edit record action sets date properties to a fixed date or copies another date property, and the related date delays.
Start a workflow when a webhook arrives
How HubSpot's "When a webhook is received" trigger enrolls existing records from third-party webhook data, and its limits.
DMARC, SPF and DKIM for email sent from HubSpot
What each email authentication record does, why Gmail and Yahoo require them for bulk senders, and how DMARC policy settings work.
Associate records automatically with a workflow
How the Create associations workflow action links existing records by matching property values, and when to use Create record instead.
Data sync field mappings: what syncs, which way
How HubSpot data sync field mappings control direction and matching, the name and owner rules, and when custom mappings need Data Hub.
Connect NetSuite to HubSpot: setup and custom fields
What HubSpot's NetSuite integration needs on the NetSuite side, who can connect it, and why custom field mappings need Data Hub.
Sync Microsoft Dynamics 365 with HubSpot
What HubSpot's Dynamics 365 integration syncs, the permissions it needs, and how sales orders and tasks behave.
Email your team from a workflow
The Send internal email notification and Send internal marketing email workflow actions, what they can include, and who can receive them.
Shopify data sync: what comes over and what doesn't
What HubSpot's Shopify data sync app syncs, the limits on orders, variants and companies, and the tracking code it installs.
Store files on a record with a file property
How HubSpot's File property type works: files per property, size limits on records and forms, and view access.
Deal score: what the number means
How HubSpot's AI deal score predicts the chance of winning open deals, when it updates, and why closed or reopened deals don't get one.
ACV, ARR, MRR and TCV on HubSpot deals
How HubSpot's deal revenue properties are calculated from line items, which tier gets ARR and MRR, and why ACV may look wrong.
Calculate the time between two dates
How HubSpot's Time between, Time since and Time until calculation properties work, the time_between function, and the millisecond gotcha.
Make HubSpot pages more accessible
Practical accessibility steps for HubSpot websites from HubSpot's developer guide: alt text, form labels, skip links and keyboard navigation.
Salesforce sync rules: two-way, prefer Salesforce, or don't sync
How HubSpot's Salesforce field mapping update rules decide which system wins, plus the owner and reference field caveats.
Historical lifecycle funnels: journey vs legacy funnel reports
Why HubSpot funnel counts change, how journey funnel reports require stages in order, and what to check when contacts go missing.
Export report data or email it on a schedule
How to export HubSpot reports as CSV or Excel, which report types can be emailed as files, and what columns come out.
Copy a property from a contact to its deal
How the Edit record workflow action copies values between properties and associated records, with the association and type rules.
Zoom webinars in HubSpot: registrants and attendees
What HubSpot's Zoom integration syncs for webinars, the registration field limit, and what it doesn't support.
Create a ticket (or deal) from a workflow
How the Create record workflow action builds tickets, deals and other records, required fields, owners and associations.
Embed a HubSpot form in React or another single-page app
How to load a HubSpot form in a React component using the hosted embed script and a target element, and the rules HubSpot sets.
Search companies by name with the CRM search API
How to filter companies by name using the CRM search endpoint, wildcards, the query parameter, and the 10,000 result limit.
Attach a file to a record with the API
How to attach a file to a HubSpot deal, contact or other record via API: upload to Files, then create an associated note.
Where to find an app's client ID and client secret
Where HubSpot shows an app's client ID, client secret and redirect URLs, how to rotate the secret, and install limits.
Google Click ID (GCLID) and other click IDs in HubSpot
How HubSpot sets the Google ad click ID contact property, the other click ID properties, and how ad auto-tracking adds parameters.
First page seen and last page seen
What HubSpot's First page seen and Last page seen contact properties record, and how they relate to the referrer properties.
Redirect after a form submit, including conditional redirects
How HubSpot legacy forms redirect to a page, meeting link or external URL after submission, conditional redirects, and the page module override.
Read and change segment memberships with the API
How the HubSpot segments (lists) API returns members, adds records, and which processing types allow manual changes.
Export calls, notes, emails and tasks
Why record exports don't include activities, and the two ways HubSpot suggests getting activity data out: reports and the engagements API.
Cancel a HubSpot subscription or delete the account
The difference between canceling a paid HubSpot subscription and deleting the account, who can do each, and when deletion is allowed.
Change the email address you log in with
How to change your HubSpot login email, why admins can't do it for you, and the SCIM and Google sign-in exceptions.
Change how dates and numbers display for you
Where your personal language and date, time and number format live in HubSpot, and why emails and workflows still use the account default.
Edit or add options to the Industry property
What you can and can't change on HubSpot's default company Industry property, and how to add your own options.
Make a task repeat
How to create recurring tasks in HubSpot, what each repeat copies, and the seat you need.
Make someone a Super Admin
Who can grant Super Admin in HubSpot, how it differs from giving all permissions, and what happens when you remove it.
A new user never got the HubSpot invite
How to resend a HubSpot user invite, what to do when the first invite bounced, and the password reset workaround.
See all activity by a user
Which HubSpot sales analytics reports show completed calls, meetings, tasks, emails and notes by user, and how dates are counted.
Set your default dashboard
How to make a HubSpot dashboard your default, and the access settings that decide who else sees it.
Calling and logging calls from the HubSpot mobile app
How calls work in the HubSpot mobile app, carrier versus HubSpot Calling, logging calls made outside the app on Android, and consent.
Your calls show as "Spam Likely"
What HubSpot suggests when outbound calls are blocked or labeled as spam: registering numbers, permission-based calling and a fallback number.
Scan business cards into HubSpot
How the HubSpot mobile app imports contacts from business cards and QR codes, and which devices support it.
Which HubSpot add-in for Outlook
The difference between the HubSpot Sales Office 365 add-in and the Outlook desktop add-in, who can use each, and why not both.
How HubSpot's calendar sync works with Google or Outlook
What HubSpot's Google Calendar and Outlook Calendar sync does, the primary-calendar rule, and what doesn't sync back.
Connect a shared mailbox like sales@ or support@
How a team email channel brings a shared address into HubSpot's inbox, and why the same address can't also be a personal connected inbox.
Images and formatting in your HubSpot email signature
How to add an image or HTML to your HubSpot email signature, the font caveat, and who can have more than one signature.
Analyze sequence performance
Where HubSpot's sequence reports live, individual versus all sequences, template performance, and the Enterprise-only deal rate.
Who a sequence email comes from
Why manual sequence enrollment always sends from your own connected inbox, how to send on behalf of another user, and the one-sequence rule.
Enroll contacts in a sequence with a workflow
How the Enroll in a sequence workflow action works, which tier has it, the daily send limit and the one-sequence rule.
Add Google Meet, Zoom or Teams links to booked meetings
Which video conferencing integrations HubSpot meetings support, how the link is added to scheduling pages, and the per-user install for Google Meet.
HubSpot branding on scheduling pages
Why free and Core seat scheduling pages show HubSpot branding, and how Sales or Service seats customize the logo, colors and company details.
Limit a scheduling page to specific dates
How HubSpot scheduling pages use a rolling window or a custom date range for events, the 10-week limit, and time zone display.
Embed a meeting scheduler on your website
How to embed a HubSpot scheduling page on HubSpot pages or external sites, the subscription it needs, and the rich text editor caveat.
Which calendars HubSpot checks for meeting availability
How HubSpot's meetings tool reads availability from connected calendars, team page behavior, and what happens when a calendar disconnects.
Create a deal when a meeting is booked
How to build a workflow that creates a deal when a demo meeting is booked and assigns it to the meeting owner.
Resend a marketing email to people who didn't engage
How to build a segment of contacts who were sent an email but didn't click or open, and why HubSpot skips unengaged contacts by default.
Add a PDF to a marketing email
Why marketing emails link to files rather than attaching them, and how to link a PDF from HubSpot's files tool.
Save an existing marketing email as a template
How to turn a drag-and-drop marketing email into a reusable template from the File menu, and who can manage templates.
Why there's no generic "manage preferences" link
Why HubSpot subscription preferences pages are personal to each recipient, where contacts find their link, and the HubL tag for coded templates.
Keep specific contacts out of an active segment
How to exclude records from an active segment with filters or another segment, plus converting an active segment to static.
Delete contacts with a workflow, and get them back
How the Delete contact workflow action works, the 90-day restore window, filtering restores by workflow, and avoiding a delete loop.
One contact, several email addresses
How HubSpot stores additional email addresses on a contact, why the primary email matters, and how to add extras by import.
Trigger a workflow before or after a date property
How HubSpot's 'Based on a schedule' trigger enrolls records on, before or after a date property such as close date or birthday.
Put imported contacts into a segment
How to add contacts from an import to a new or existing static segment, or create an active segment from import membership.
Remove a group of contacts from a workflow
How suppression segments, goals and unenrollment triggers take contacts out of HubSpot workflows, and what happens afterwards.
Change a property's field type without losing data
What HubSpot lets you change on an existing property, why changing the field type can invalidate values, and what to do first.
Two records merged by mistake: what you can do
Why HubSpot merges can't be undone, how to find what was merged, and the export that shows pre-merge values.
Install the HubSpot tracking code on Wix
HubSpot's steps for adding the tracking code to a Wix site with Custom Code, where to place it, and live chat on Wix.
Send form and lifecycle conversions to Google Ads
How HubSpot ad conversion events sync form submissions and lifecycle stage changes to Google Ads, the event limits by tier, and the MCC caveat.
Add forms, emails and other assets to a campaign
How to associate existing assets with a HubSpot campaign in Marketing Studio, and the per-asset permissions it needs.
Customer journey reports
What HubSpot's customer journey reports show, the Enterprise requirement, Pathfinder for defining stages, and how funnels count stages.
Why HubSpot and Google Analytics numbers don't match
HubSpot's guidance on comparing its analytics with Google Analytics: compare trends, align IP filters, and cross-domain caveats.
HubSpot campaigns vs Salesforce campaigns
Why HubSpot campaigns don't sync to Salesforce, how to add contacts to Salesforce campaigns from forms and workflows, and what syncs back.
Customize the invoices you send buyers
How HubSpot invoice presets set a custom title and up to four custom properties, and who can edit them.
Take payment when someone books a meeting
How the Collect payments switch adds a payment link to a HubSpot scheduling page, and what has to be set up first.
Start a workflow when a payment succeeds or fails
How payment-based workflows use the Payments object, Status and Source properties, with HubSpot's welcome-email and failed-payment examples.
Discount codes on payment links
How HubSpot discount codes work at payment link checkout, where they can't be used, and who can create them.
Let buyers choose a quantity on a payment link
How HubSpot payment links let customers edit line item quantity with minimum and maximum limits, and the one-time-use setting.
Serve HubSpot pages from a subfolder with a reverse proxy
What HubSpot's developer docs say about running HubSpot CMS behind your own reverse proxy or CDN, the origin CNAME, and the support limits.
Export your website pages and blog posts
How to export HTML for all HubSpot pages and blog posts, who can do it, and the separate data exports for posts and knowledge base articles.
RSS emails for blogs hosted outside HubSpot
How HubSpot RSS emails send new posts from an external blog feed, what's included, and the featured image caveat.
Calculation property blank when one input is empty
Why a HubSpot calculation property returns no value if any number input is empty, and the if/is_known pattern that treats blanks as zero.
Style a HubSpot form: where styles actually apply
Why form editor themes only apply to embedded and standalone forms, how forms on HubSpot pages are styled, and the legacy raw HTML option.
Edit your website's navigation menu
Where HubSpot navigation menus are managed, the permissions for settings versus the global content editor, and how templates pick a menu.
SSL certificates on HubSpot domains
How HubSpot provisions SSL when you connect a domain, pre-provisioning for sites already on HTTPS, renewal, and the custom SSL add-on.
Sync LinkedIn Lead Gen Form leads into HubSpot
How HubSpot syncs leads from LinkedIn Lead Gen Forms, the LinkedIn page role you need, the required email field, and sync timeframes.
Connecting a domain to HubSpot when DNS is on Cloudflare
Why the Cloudflare proxy must be off (DNS only) for HubSpot to verify records, and where Cloudflare Enterprise's O2O setup fits.
Import a WordPress blog into HubSpot
How HubSpot's WordPress connect imports a blog from its homepage URL, the XML fallback, and permissions.
Show related blog posts by tag
How HubSpot's related_blog_posts HubL tag lists posts by tag, author or blog, and why it isn't an editable module.
Add schema markup (structured data) to HubSpot pages and posts
Two ways to add JSON-LD structured data in HubSpot: per page in head HTML, or in the template with HubL, then validate it.
Publish to TikTok from HubSpot
What HubSpot's social tool can do with a connected TikTok account: scheduling, post settings, comments and reports.
Bring Facebook Messenger into the HubSpot inbox
How connecting Facebook Messenger as an inbox channel adds a chatflow to your Facebook Business Page and routes messages to HubSpot.
Analyze social post performance
What HubSpot's social Analyze tab reports, the one-year window, delays for external and TikTok data, and why boosted posts aren't included.
Get a form's submissions through the API
The HubSpot endpoint that returns submissions for one form, and when an export is the simpler option.
Create a note on a contact with the API
How to create a HubSpot note and associate it with a contact in one call, and the timestamp it needs.
Get recently created or updated contacts by API
How to pull recently updated HubSpot records with the CRM search API instead of the retired v1 recent-contacts endpoints.
Enroll a contact in a sequence with the API
How the sequences API enrolls a contact, the user and sender requirements, and the scope it needs.
Use a webhook's response later in the workflow
How the workflow Send a webhook action exposes response fields as action outputs, and how to save one to a property.
Keep a HubSpot OAuth integration from breaking: refresh tokens
How HubSpot OAuth access tokens expire, how to refresh them, and the caching rules HubSpot's developer team recommends.
Sync Google Contacts with HubSpot
How HubSpot's Google Contacts data sync works, which directions it supports, and how labels filter what syncs.
Office 365 asks for admin approval when connecting to HubSpot
Why Microsoft 365 tenants block HubSpot's inbox connection until an admin grants consent, and what the admin does next.
Moving things between HubSpot accounts
What HubSpot lets you copy between accounts, such as design manager themes and modules, the same-email requirement, and marketplace limits.
DocuSign with HubSpot: what it does and doesn't sync
How HubSpot's DocuSign integration uses HubSpot properties in envelopes, the per-user connection, and why it isn't a full data sync.
HubSpot notifications and live chat in Slack
How HubSpot's Slack app delivers notifications, the private channel step, email matching, and replying to live chats from Slack.
The Salesforce integration user: what it controls
Why the connected Salesforce user's permissions decide what HubSpot can sync, what to check before changing it, and the one-instance rule.
Sync invoices with Xero
How HubSpot's Xero data sync handles invoices in each direction, the card fee caveat, and when custom mappings need Data Hub.
Clone a deal or other record
How to clone a HubSpot record, who can do it, the Enterprise requirement for custom objects, and how to find cloned records later.
Replace a file and keep the same URL
How to replace a file in HubSpot's files tool so links keep working, and the caching delay before the new version shows.
Register form submitters for a marketing event
How to add contacts to a HubSpot marketing event from a form with the Add participant workflow action, and why events can look missing.
Credit memos, voids and refunds on HubSpot invoices
How HubSpot credit memos apply to invoices, why invoices with payments can't be voided, and what blocks deleting an invoice.
Payment receipts and confirmation emails
Which HubSpot payment emails go to buyers automatically, why they can't be turned off, and where checkout settings live.
Start a subscription's billing on a future date
How to set a recurring line item's billing start date in the future on payment links, quotes and subscriptions, and what happens if the buyer pays late.
Automated sales tax on HubSpot payments
Who can use HubSpot's automated sales tax, the US and Canada requirement, local taxes with Stripe, and the unique line item name rule.
Turn incoming emails into tickets automatically
How HubSpot help desk creates tickets from every incoming email, how inbox channels differ, and the April 2024 account change.
Help desk vs the conversations inbox
How HubSpot's conversations inbox and help desk differ on tickets, and what moving a channel from the inbox to help desk does.
Open the chat widget from a link or button
How HubSpot's chat widget SDK opens the widget from your own button, loads it open, targets a chatflow, or embeds it inline.
Ticket volume and response time reports
What HubSpot's service analytics suite reports on tickets, including response time and reply counts, and how to share a customized report.
Change the chat widget's color, avatar and position
Where HubSpot chat widget appearance is set for inbox and help desk chat channels, and what you can change.
Why you can't delete a pipeline
What blocks deleting a HubSpot ticket or deal pipeline, and how pipeline limits are shared across objects.
Time in ticket status properties are empty
Why HubSpot's time-in-status properties may be blank: stage calculated properties are off by default for new pipelines and stages.
Let customers check their tickets in the customer portal
How HubSpot's customer portal shows customers their tickets, the visibility options, and where portal tickets are sent.
Control which chatflow shows on which page
How HubSpot targeting rules decide where a chatflow appears using URLs, query parameters and visitor information.
When a customer replies to a closed ticket
How HubSpot help desk's reopening settings decide whether a reply reopens the ticket or creates a new linked one.
Assign help desk tickets automatically
How HubSpot help desk routing rules assign tickets, the Service seat requirement, capacity limits and skill-based routing.
Get notified about new or assigned tickets
How HubSpot user notifications work for tickets and other activity, the daily email cap, and what can't be customized.
SLAs and working hours in help desk
How HubSpot help desk SLA goals work, the four SLA properties, the SLA-hours properties for reporting, and the Enterprise-only conditions.
Customer satisfaction (CSAT) surveys
How HubSpot CSAT surveys are delivered by email, chat or web page, where their automation lives, and what they don't support.
Customer loyalty (NPS) surveys
How HubSpot NPS surveys are sent by email or web page, why recipients don't need to be marketing contacts, and where the automation lives.
Style your HubSpot knowledge base
How the knowledge base theme editor sets colors, typography and navigation, and the seat and permissions it needs.
Knowledge base visibility and search engine settings
Public, private, SSO and access group options for a HubSpot knowledge base, and what the search results noindex setting does and doesn't cover.
Ticket categories and sub-categories
How HubSpot's default ticket Category property works, its Enterprise requirement, and using property options for sub-categories.
LinkedIn Sales Navigator in HubSpot
What HubSpot's LinkedIn Sales Navigator integration requires on both sides, the per-user connection, and the record card setup.
Undo a bulk edit, import or workflow mistake
How HubSpot's Restore CRM changes tool rolls records back up to 14 days, the filters for manual changes, and restoring a single workflow's changes.
Find every ticket you were @mentioned on
How mentions in help desk notes work, the My Mentions view, and how notes sync to Slack, Teams and Google Chat.
Chat availability: working hours and Away status
How HubSpot sets inbox and help desk users to Available or Away from working hours, out-of-office and manual status, and how that affects routing.
Set out-of-office for help desk users
How out-of-office periods set HubSpot users to Away, stop automatic assignment, and who can set them.
Ask follow-up questions in a survey based on the answer
How dependent fields in HubSpot custom feedback surveys show extra questions based on a response.
Customer support (CES) surveys after a ticket closes
How HubSpot customer support surveys send after tickets close, the once-per-ticket rule, delays, and why there are no reminders.
Use survey responses in segments, workflows and reports
How HubSpot survey response properties store each response separately, and where you can use them.
Survey FAQs: subscription type, expiry and marketing status
Answers from HubSpot's customer feedback FAQ: the survey email subscription type, how long email surveys stay open, and marketing contact status.
Assign conversation owners with a workflow
How the Assign conversation owner workflow action changes a conversation's inbox and owner automatically.
Hand a bot conversation to a person, or to the bot when nobody's around
How HubSpot rule-based chatbots hand off with Send to team member, the availability check, and the customer agent option.
HubSpot's customer agent: what it answers and when it hands off
How HubSpot's AI customer agent answers from your content, performs actions, hands off to people, and what reply recommendations cost.
Email chat transcripts to visitors automatically
How HubSpot help desk sends a contact the full chat transcript after the ticket closes, and the timing.
Manage help desk tickets in Slack
How HubSpot help desk syncs tickets to Slack channels, filters which tickets go where, and syncs internal comments.
Snooze a ticket until later
How snoozing works in HubSpot help desk, who sees snoozed tickets, and why they still count toward capacity.
Macros in help desk: saved replies plus ticket actions
How HubSpot help desk macros combine a reusable reply with ticket updates, the limits by tier, and who can create them.
Two chatflows on the same page: set the priority
How HubSpot chatflow priority decides which chatflow shows when targeting overlaps, and how to test it.
WhatsApp message templates in HubSpot
How WhatsApp templates are created, approved and synced into HubSpot, personalization variables, and Meta's US marketing pause.
Text-message support with an SMS channel in help desk
How an SMS channel in HubSpot help desk receives customer texts, why you can't start conversations from it, and the plain-text limit.
Set which email address a team replies from in help desk
How to set a default From address per team in HubSpot help desk, the requirements, and what it doesn't cover.
Chat with logged-in visitors
How HubSpot identifies logged-in visitors in chat, targeting a chatflow only to them, and the tiers involved.
Delete form submissions
How to delete HubSpot form submissions, the 200-per-day limit, and why deletion is permanent.
Run more than one knowledge base
How many knowledge bases HubSpot allows, who can create them, and what they're for.
Send a marketing email at the same local time for everyone
How HubSpot schedules marketing emails by recipient time zone and its limits.
Organize workflows into folders
How to group HubSpot workflows into folders, filter inside them, and keep the list manageable.
Book a meeting for a colleague from a record
How scheduling meetings from HubSpot records works, including for other users on paid tiers.
Add non-HubSpot pages to a campaign
How to associate external website pages with a HubSpot campaign and why the tracking code matters.
Stop a form taking submissions without deleting it
How unpublishing a HubSpot form works, what visitors see, and republishing.
Create HubSpot tasks and tickets from Microsoft Teams
What the HubSpot app for Microsoft Teams lets you create, and the fields you can set.
Publish social posts from the HubSpot mobile app
Which networks the HubSpot mobile app can post to and the permission it needs.
Publish YouTube videos from HubSpot
How HubSpot's social composer uploads and publishes YouTube videos.
Run a blog in more than one language
How HubSpot multi-language blogs group translated posts, authors and tags, and language variation limits.
Submitted form events are legacy: use custom events
Why HubSpot's submitted form events can't be created anymore and what replaces them.
Style the cookie consent banner
How to change HubSpot cookie banner position, shape, colors and buttons in the new editor.
Facebook Messenger: make HubSpot the primary receiver
How HubSpot receives Facebook Messenger chats, the one-account limit, and the duplicate contact caveat.
Report on forms with the custom report builder
Which form data the custom report builder supports and the data source rule.
HubSpot in Microsoft 365 Copilot
What the HubSpot Agent for Copilot can read, its read-only limit, and the one-account rule.
A/B test sequence emails
How HubSpot A/B tests emails in standard sequences and what dynamic sequences don't support.
Set default notification and user preferences for your team
How HubSpot presets set default user preferences that users can still override.
Where HubSpot calling works
Where HubSpot-provided numbers are available, the seat requirement, and registered numbers.
Log emails you already sent
How to log sent and received emails to HubSpot, including retroactively, and the privacy and seat limits.
Double opt-in emails in several languages
How HubSpot sends double opt-in confirmation emails and pages in multiple languages.
HubSpot Sales extension settings: BCC addresses and more
Where the HubSpot Sales extension settings live and how additional BCC addresses work.
Associate records through a shared record
How the Copy associations workflow action links records that share an intermediary record.
Use SharePoint and OneDrive files in HubSpot
How HubSpot's SharePoint and OneDrive app links files to records and workflows.
Connect TikTok ads to HubSpot
What connecting a TikTok ad account lets HubSpot track and create.
Set a custom return-path for email bounces
How a custom return-path aligns bounces with your domain, DMARC alignment rules, and verification time.
Custom views in the conversations inbox
How to filter inbox conversations into custom views, the permission, and the 2024 account limitation.
Use the HubSpot mobile app offline
What HubSpot's offline mode shows, the 50-record cache, and its read-only limit.
Use HubSpot with Google Chat
What the Google Chat app does with HubSpot: notifications, inbox and help desk, and link previews.
Compare this year to last year in a custom report
How Date part and Compare by work in HubSpot's custom report builder.
Move a page between website and landing pages
How to transfer a HubSpot page between the website and landing page lists.
Export a property's history
How to export the historical values of a HubSpot property, what the file includes, and time zone.
Customize the help desk right sidebar
How Super Admins add, reorder and conditionally show tabs and cards in help desk's right sidebar.
Customize a quote template's look
Who can create HubSpot quote templates, how template styles override branding, and the seat rules.
What the HubSpot tracking code collects
What data HubSpot's tracking code gathers, how consent affects it, and the setting that stops HubSpot using it for product improvement.
Take inbound calls through a calling app in HubSpot
How inbound calling works with third-party calling apps in HubSpot and why the calling window must stay open.
See the records behind a dashboard number
How to drill into a HubSpot dashboard report and group the drill-down by a property.
Reject many potential duplicates at once
How to clear false-positive duplicate pairs in bulk and narrow future suggestions in HubSpot.
Change a global module on just one template
How to make a local copy of a HubSpot global module so one template can differ.
Sync Outlook contacts with HubSpot
How the Outlook Contacts data sync works, sync directions and its fixed mappings.
Add anchor links to a long page
How to insert anchor links in HubSpot pages, naming rules and where they don't work well.
Tag marketing emails with custom properties
How custom email properties work in HubSpot for filtering and organizing marketing emails.
Share a direct link to a file in HubSpot
How to get a direct link to a file in the files tool and why it may open rather than download.
Upload files from the HubSpot mobile app
What you can upload to HubSpot files from a phone, folder support and default visibility.
Choose which columns a segment shows
How HubSpot segment columns work per user versus for everyone, and freezing columns.
Find and fix workflow errors
Where HubSpot shows workflow errors, which ones retry on their own, and a common association fix.
Export tasks to a spreadsheet
How to export HubSpot tasks from a view, what the file includes, and the associated-records option.
See where you're logged in and sign out of devices
How HubSpot session management works, what it shows, and its limits.
Prep for meetings on the HubSpot mobile app
What the mobile meeting details page shows and the conditions a meeting must meet.
Re-enroll a contact in a sequence
How to re-enroll a contact who was unenrolled from a HubSpot sequence and what's required.
Which quote properties HubSpot has
HubSpot's default quote properties, which are read-only, and where they can be used.
Which property types a workflow can copy between
Field-type compatibility rules for copying values with HubSpot's Edit record action.
Approve quotes before they go out
Who can approve HubSpot quotes and where approvals happen.
Connect Zoho to HubSpot
Which Zoho apps connect to HubSpot, who can connect them, and the Zoho CRM field you need.
Log activities that happened outside HubSpot
How to manually log calls, emails, meetings and messages on HubSpot records, and limits.
Show purchased products on contacts and companies
How the Product history card works on HubSpot records and its limits.
Download an example import file
How HubSpot generates a sample import file with the right columns.
Where's my HubSpot API key?
What replaced HubSpot API keys and where the developer API key still lives.
Outlook crashes after installing HubSpot Sales
HubSpot's troubleshooting route when Outlook desktop crashes with the HubSpot Sales add-in.
Use line items on deals
How line items work on HubSpot deals, the 200-item display limit, and import behavior.
Import knowledge base articles
How to import articles from Zendesk, Freshdesk, Help Scout, Intercom or CSV into HubSpot.
Trigger a workflow when an event happens
How HubSpot event-based enrollment triggers work and their timing limits.
Connect a third-party calling provider
How calling apps open inside HubSpot and their limits.
Add reports to CRM records
How to show custom and cross-object report cards on HubSpot record pages.
Preview a record without leaving the page
How record preview works in HubSpot index pages and associations.
Save and schedule one-to-one email drafts
How drafts and scheduled one-to-one emails work in HubSpot.
Organize segments into folders
How HubSpot segment folders work and when to use views instead.
Prefill form fields from the URL
How to auto-populate HubSpot form fields using query strings and limits.
Move Stripe subscriptions into HubSpot
How Stripe subscription migration works and which subscriptions can't move.
Why meetings don't appear on a contact's Google Calendar
Google Calendar's sender setting and how contacts approve your invites.
Turn on and moderate blog comments
How to enable, moderate and capture contacts from HubSpot blog comments.
Use dashboards in the HubSpot mobile app
What dashboards and reports work in the HubSpot mobile app and what doesn't.
Send automated marketing emails from workflows
How automated emails work in workflows, token limits, and who gets them.
Delete your own HubSpot user account
The difference between removing a user from an account and deleting the user login, and what deletion takes with it.
Auto-post new blog posts to social
How HubSpot blog auto-publishing to social accounts works, the timing, and the shared-account rule.
Get AI summaries of a report
Where HubSpot's AI-assisted report insights appear and which reports support them.
Embed HubSpot content in WordPress
How HubSpot content embeds work for HubSpot and WordPress pages.
Add products to an automated marketing email
How the products module works in HubSpot email, recommendations, and where it's available.
Filter the segments list
How to filter and save views of HubSpot segments, with AND and OR logic.
Turn off automatic image resizing
How HubSpot resizes images on hosted content and the parameter that stops it.
Prepare HubSpot for a company rebrand
What HubSpot says to update during a rebrand: domains, brand identity and website settings.
Test a workflow before turning it on
What HubSpot's workflow test checks and what it can't tell you.
Use data from other records in workflow actions
How the workflow data panel inserts values from associated records and events.
Complete sequence tasks
How tasks in HubSpot sequences are created and completed, and why bulk completion isn't available.
Filter a record's activity timeline
How to filter activities on HubSpot records and the 30-day limit on newer free accounts.
Meeting availability doesn't match your calendar
HubSpot's checklist when scheduling pages show fewer slots than expected.
Comment on HubSpot assets with your team
How to leave and manage comments on HubSpot assets and conversations.
Show customer spend trends on records
How the Customer spend trends card works on HubSpot contacts and companies.
Edit a blog listing template
Which HubSpot blog listing pages need the design manager and how to edit them.
Track who's enrolled in sequences
How to monitor HubSpot sequence enrollments and when sequence edits apply.
Enroll contacts in sequences from your phone
What you can do with HubSpot sequences in the mobile app.
Run the data model health check
What HubSpot's data model health check scans and how often to run it.
Make contacts inherit the company owner
HubSpot's setting that assigns the company owner to contacts by default.
Set default views for everyone
How admins set default index page views for new users.
Edit a marketing email's plain text version
How HubSpot plain text emails work, link display, and click tracking.
Change your default From address for one-to-one emails
How to set the default From address with several connected inboxes.
Send and reply from the conversations inbox
How to compose and reply in HubSpot's inbox and the Office 365 junk folder gotcha.
Embed external content on a dashboard
How to add Google Slides and other content to HubSpot dashboards and limits.
Pick the right report chart type
HubSpot's report chart styles and what each suits.
Create custom analytics views
How HubSpot analytics views filter traffic and the session rule.
Reuse workflow steps with Go to action
How HubSpot's Go to action connects workflow branches instead of duplicating steps.
Export ad campaign data from HubSpot
What HubSpot's ads export includes and the ad-level data it leaves out.
Turn a saved view into a segment
How to convert a HubSpot index page view into a segment and when it fails.
Non-HubSpot form contacts not reaching Mailchimp
Why contacts from non-HubSpot forms don't sync to Mailchimp and the merge tag fix.
Connect HubSpot to ChatGPT
How HubSpot's ChatGPT connector handles permissions, writes and account limits.
Filter a whole dashboard
How HubSpot dashboard filters apply, data source rules, and quick filters.
Analyze workflow performance
Where HubSpot shows workflow enrollment data and automation opportunities.
Edit or delete tasks
Where HubSpot tasks can be edited or deleted.
Caller ID in the HubSpot mobile app
How HubSpot mobile Caller ID identifies callers and the Android log screen.
Add an RSS feed to a page template
How to use HubSpot's RSS Listing module on page and post templates.
Connect Adobe Acrobat Sign
What the Adobe Acrobat Sign integration does in HubSpot and doesn't sync.
Outlook desktop add-in settings
The Outlook desktop add-in's status and settings.
Cancel a scheduled or sending marketing email
How to cancel a marketing email and why you then need to clone it.
Check marketing emails in dark mode
How to preview HubSpot emails in dark mode.
What Likelihood to close means
How HubSpot's predictive scoring sets Likelihood to close and Contact priority.
Follow a record for updates
How following records works in HubSpot.
Personalization tokens in templates and snippets
How tokens behave in HubSpot sales templates.
WhatsApp subscription statuses
How HubSpot tracks WhatsApp Marketing and Transactional subscriptions.
Sync Salesforce cases with HubSpot tickets
How the sync works and when records move.
Provision HubSpot users with SCIM
How SCIM user provisioning works with Google and other identity providers, and the seat setup it needs.
Block an IP address from starting live chats
How HubSpot IP blocking for live chat works, what happens to the conversation, and the 14-day expiry.
Restore a previous version of a page or email
What HubSpot content can be restored from version history and how to keep the current version.
Embed HubSpot-hosted videos on another site
What you need to embed HubSpot videos on external pages and emails.
How HubSpot improves call transcripts
How HubSpot uses account data to improve transcription and what that means for privacy.
Use custom workflow tokens in automated emails
How Enterprise custom tokens pass workflow data into automated emails.
Find your IMAP and SMTP server details
Where to find mail server names when connecting an inbox to HubSpot by IMAP.
A/B test legacy CTAs
How A/B testing works for HubSpot legacy CTAs and how the winner is chosen.
Replace a user across all workflows
How Super Admins bulk-replace user references in HubSpot workflows.
Create a web version of a marketing email
How HubSpot email web versions work, token limits and the Starter expiry.
Show the health score card on records
How to add HubSpot's customer success Health Score card to records and who can see it.
Sync Salesforce custom objects with HubSpot
How HubSpot's Salesforce integration syncs custom objects, field mapping rules and known gaps.
Report on custom events
Where to analyze HubSpot custom event data and the one-event-per-report limit.
Restore a deleted marketing email
How long HubSpot keeps deleted marketing emails and who can restore them.
What the sequences sender score measures
How HubSpot calculates the sequences sender score and where to see it.
Check Web Vitals on the site speed dashboard
What HubSpot's site speed dashboard covers and how to open it.
Connect Google Drive to HubSpot
How the Google Drive integration works per user and its file access rules.
Translate a legacy form
How translations work for HubSpot legacy forms.
Copy data to associated records with sync properties
How sync properties copy values one way and when they can replace a workflow.
Create recurring subscriptions for buyers
How HubSpot commerce subscriptions automate recurring payments or invoices.
Add a calling channel to the inbox
How a calling channel works in HubSpot's conversations inbox.
Your marketing email send was stopped
Why HubSpot stops sends and how to resend to engaged contacts.
Add site search to a HubSpot site
How to set up HubSpot's search results page template.
Copy assets between HubSpot accounts
How multi-account management copies assets and who can do it.
Use a record created earlier in the same workflow
How later workflow actions use records created by earlier ones.
Analyze cookie banner interactions
Where HubSpot logs cookie consent banner interactions.
Build a single-object report
Limits of HubSpot single-object custom reports.
IMAP requirements for connecting an inbox
What HubSpot needs from your mail server for IMAP connections.
Use the automation overview
What HubSpot's automation overview shows.
Email links lead to an error page
Common causes of broken links in HubSpot emails.
Use a dataset in workflows, segments or reports
How HubSpot datasets feed automation.
HubSpot ads numbers don't match the ad network
Why HubSpot attribution differs from network conversions.
Connect WhatsApp to help desk
How to add a WhatsApp Business channel to HubSpot help desk and the inbox conflict.
Collect consent before texting contacts
How HubSpot handles SMS opt-in and opt-out keywords and manual opt-ins.
Let AI connectors access Sensitive Data
How Super Admins control AI connector access to HubSpot Sensitive Data.
Let readers register for private blog posts
How self-registration works for HubSpot private blog content.
Control which marketplace apps users can install
How Super Admins approve apps and limit their data access.
Get a daily digest of spam form submissions
How HubSpot's daily spam submission digest works and who gets it.
Customize meeting confirmation emails
How to edit the confirmation email sent from HubSpot scheduling pages.
Send SMS from workflows
How HubSpot workflow SMS actions pick numbers and what's required.
Prospects get the wrong meeting time
Why bookings confirm at a different time than chosen.
How Salesforce leads and contacts sync
HubSpot's rules for syncing to Salesforce leads and contacts.
Get a weekly data quality digest
How to turn on HubSpot's data quality digest.
Limit what syncs to Salesforce
How inclusion segments control the Salesforce sync.
Manage buyer subscriptions
How to view and edit HubSpot commerce subscriptions.
Set the default font for CRM emails
How to change HubSpot's default font for one-to-one and inbox emails.
Add collaborators to a deal
How deal collaborators work versus deal splits.
What gets copied into a sandbox
Which production assets HubSpot copies when creating a sandbox.
Add a JavaScript file to HubSpot
How to create and attach JavaScript files to HubSpot content.
Customize help desk views
How to set up left sidebar views in HubSpot help desk.
Send marketing emails in multiple languages
How HubSpot handles email language, subscription translations and AI translation.
Highlight report tables with conditional formatting
How HubSpot conditional formatting works on table charts.
Live validation on form fields
How HubSpot form live validation works.
Show different subscription types to different contacts
How HubSpot subscription visibility rules filter the preferences page.
Connect LinkedIn Sales Navigator through CRM Sync
How LinkedIn CRM Sync connects Sales Navigator and Business Manager to HubSpot.
Add line items to deals with a workflow
How HubSpot's Add line item to deal action works and its limits.
Why HubSpot shortens links in social posts
How automatic link shortening works in HubSpot social and its effect on X posts.
Segment contacts by ad interactions
How to build HubSpot segments from Facebook, Google and LinkedIn ad interactions.
Contact says they didn't get your email
How to check whether a HubSpot marketing email was delivered and why it may not show.
Use the projects object
How to turn on and use HubSpot's projects object.
Bulk upload images from an existing page
How HubSpot scrapes images from a page into the files tool.
Respect Global Privacy Control signals
How to turn on GPC support in HubSpot consent banners.
Run contact actions from deal or ticket workflows
How HubSpot lets other workflow types use contact-based actions, and the one-contact limit.
HubSpot can deactivate inactive users automatically
How the monthly inactive-user deactivation setting works and how to turn it off.
HubSpot form not working in WordPress
Fixes HubSpot gives for legacy forms embedded in WordPress pages.
Content editor won't save, or a page 404s
HubSpot's common causes for unsaved changes, 404s and loading issues on content.
Check custom event usage and errors
What HubSpot's event health tool shows for custom events.
Tracking URL sessions missing from the sources report
HubSpot's checklist when tracking URL visits don't show in traffic analytics.
Use your own LLM in a workflow
How HubSpot's Use a custom LLM workflow action connects supported model providers.
Add custom modules to quote templates
What custom modules can do on HubSpot quote templates and the API limit.
Not getting HubSpot notification emails
HubSpot's checklist when system and notification emails stop arriving.
Add formula fields to custom reports
How row-level formula fields work in HubSpot's custom report builder.
Update exchange rates automatically
How automatic currency exchange rate updates work in HubSpot.
Connect HubSpot to Zapier
How HubSpot's Zapier integration connects apps with triggers and actions.
Link a Slack channel to a company or deal
How associating a Slack channel with a HubSpot record works and what it notifies.
Plan with the marketing calendar
What HubSpot's marketing calendar shows and how to filter it.
Build a custom marketing email report
How HubSpot's custom report builder handles marketing email events.
Save a buyer's payment method for later
How HubSpot stores payment methods at checkout for future charges.
Make short clips from a long video in social
How HubSpot's social tool creates and edits video clips.
Dynamic sequences: tasks only for engaged contacts
How HubSpot dynamic sequences combine automated emails with tasks for contacts who engage.
Sync HubSpot tickets with Jira
How the Jira data sync maps tickets to issues and notes to comments.
See and revert changes to a workflow
How workflow revision history works and what can't be reverted.
Sync Shopify product variants
How Shopify variants sync to HubSpot as products.
Connect a Salesforce sandbox
How to point HubSpot's Salesforce integration at a sandbox.
Send only to engaged contacts
How HubSpot's engagement targeting on marketing emails works.
Chat widget not showing on your pages
HubSpot's checklist when a chatflow doesn't appear.
Send sequence emails as one thread
How to make sequence emails reply in the same thread.
Trigger workflows from SMS keywords
How custom SMS keywords trigger HubSpot workflow actions.
Recorded meetings stop creating call records
HubSpot's change to duplicate call records from recorded meetings and what it affects.
Move primary content to another domain
How to change HubSpot's primary hosting domain and what happens to redirects.
Review a workflow's enrollment history
Where to see and export who enrolled in a HubSpot workflow.
Use the HubSpot connector for Claude
What HubSpot's Claude connector does and the approval setting HubSpot recommends.
Limit how many records can be associated
How HubSpot association limits work.
Outlook add-in: 'same identity is already installed'
HubSpot's fix for this install error.
Snowflake data sync (legacy) is ending
Status of HubSpot's legacy Snowflake data sync.
Quote reverted to draft or the PDF failed
HubSpot's troubleshooting for quote PDF generation errors, including the e-signature template case.
Reassign and collaborate on inbox conversations
How teams hand off conversations in HubSpot's conversations inbox.
Preview marketing emails in specific email clients
How HubSpot's client previews work and their limits.
More direct traffic than expected
Why HubSpot may classify more sessions as direct traffic.
What you lose when you downgrade
HubSpot's notes on downgrading paid subscriptions.
Set global colors and fonts for legacy forms
How HubSpot's global form styling works for legacy forms.
Ads tool and traffic analytics show different numbers
Why HubSpot's ads tool and analytics count contacts differently.
Customize the inbox right sidebar
How Super Admins configure ticket cards in the conversations inbox sidebar.
Predict email engagement for a segment
How HubSpot predicts a segment's marketing email performance.
Set up transactional SMS
How HubSpot transactional SMS works.
Set daily send limits for connected inboxes
How custom limits interact with providers.
Form prefilled with someone else's details
Why HubSpot forms prefill with another person's data.
Use price books for different pricing
How HubSpot price books work.
Sync deals with Salesforce opportunities
How the updated deal sync works.
Create invoices in HubSpot
Where HubSpot invoices can be created.
Dedicated IPs per brand
How dedicated IPs work with Brands.
Track goals on a campaign
How HubSpot's campaign goals tracker works and its date limits.
Connect Microsoft 365 GCC High inboxes
What HubSpot supports for GCC High inboxes and the compliance caveat.
Let only certain teams publish to a domain
How HubSpot domain publishing permissions by team work.
Split a segment into random groups
How HubSpot's segment split creates static test groups.
Create Asana tasks from a HubSpot workflow
How HubSpot workflows create Asana tasks and what's needed first.
Add a HubSpot chatflow to WordPress
How to show a HubSpot chatflow on WordPress pages via the plugin.
Manually quarantine contacts from marketing email
When HubSpot asks you to quarantine contacts and how the status clears.
Manage multiple brands in one account
What HubSpot Brands does and who can use it.
Exclude segments or contacts from an email
How exclusions work on HubSpot marketing emails.
Conversation properties in HubSpot
What HubSpot stores about conversations and how they differ from CRM properties.
Switch a segment between active and static
What happens when you change a HubSpot segment's type.
Show your logo in inboxes with BIMI
How BIMI works with HubSpot email.
View your site's page hierarchy in the site tree
How HubSpot site trees show page structure and what they leave out.
Add embedded CTAs to marketing emails
How embedded CTAs work in HubSpot drag and drop emails and on pages.
Add calendar invites to marketing emails
Which calendar invites HubSpot marketing emails support and the tier needed.
Analyze knowledge base performance
Where HubSpot shows knowledge base article metrics.
Review calls in the call index
What HubSpot's call index shows, including third-party calling apps.
Audit who had which permissions
How Super Admins view a user's permissions history in HubSpot.
Comment on a note, call or email
How comments on HubSpot record activities work.
Reset your password or a teammate's
How HubSpot password resets work for yourself and for other users.
Collect consent for WhatsApp conversations
How HubSpot handles WhatsApp opt-in by keyword and manually.
Automate with campaign-based workflows
How HubSpot campaign-based workflows use campaign data like budget and revenue.
Limit who can see logged emails
How CRM email permissions control access to logged emails in HubSpot.
Organize knowledge base articles with categories and tags
How categories, subcategories and tags work in HubSpot knowledge bases.
Set a featured image for blog listings and social shares
How HubSpot featured images work on blog listing pages and social previews.
Edit a property value on a record or index page
Where HubSpot lets you edit a single record's property values, and what stays read-only.
Auto-format phone numbers and text properties
How HubSpot's automatic formatting rules work and where they don't apply.
Request access to Users & Teams settings
How users without admin rights ask a Super Admin for Users & Teams access.
Delete contacts who marked your emails as spam
How HubSpot suggests removing spam reporters with a segment and bulk delete.
Understand a campaign's influenced contacts
What counts as an influenced contact in HubSpot campaigns and why it can't be undone.
Instagram account won't connect to HubSpot
HubSpot's checks when an Instagram account fails to connect to the social tool.
Limit which 2FA methods users can use
How Super Admins set approved two-factor methods in HubSpot.
Use OR filters in HubSpot reports
How AND and OR filter groups work in HubSpot report filters.
HubSpot Sales Chrome extension not working
HubSpot's checks when the Sales Chrome extension doesn't show in Gmail.
Use today's date in HubSpot filters and properties
How HubSpot handles today's date and relative time across tools.
Change lifecycle stages in bulk
The three ways HubSpot updates lifecycle stages for many records, and the backwards rule.
Page shows an error in SEO recommendations
What HubSpot's crawler errors mean when a page can't be scanned.
Use sales tools in the Office 365 add-in
What HubSpot's Office 365 add-in can insert while you compose in Outlook.
Connect GoToWebinar to HubSpot
How HubSpot's GoToWebinar integration syncs webinars and registers contacts.
Build topic clusters in the SEO tool
How HubSpot SEO topics work and what they don't do.
Show different CTA versions with smart content
How smart rules work in HubSpot's current CTA tool.
Set when workflow actions run
How HubSpot workflow timing settings and time zones work.
Turn on sales workspace tabs
How Super Admins configure Companies, Leads and Deals tabs in the sales workspace.
Outlook desktop add-in asks you to log in every time
HubSpot's fix when the Outlook desktop add-in keeps asking for login.
HubSpot-provided vs registered phone numbers
The difference between HubSpot-provided numbers and registered outbound numbers.
Reverse an opt-out of all email
When HubSpot lets you remove an opt-out and when it doesn't.
Build custom reports on social posts
How HubSpot's custom report builder handles social post data.
Control when your chat widget appears
How HubSpot chatflow availability settings work, including for bots.
HubSpot's email deliverability basics
What HubSpot's KB recommends to keep marketing emails out of spam.
Create and work with custom object records
How HubSpot custom object records are created, associated and automated.
Email sending domain won't verify
HubSpot's checks when DNS records for an email sending domain don't verify.
Answer inbox conversations from the mobile app
What HubSpot's mobile app can do with the conversations inbox.
Facebook event codes on HubSpot pages
What HubSpot places automatically and when you install the pixel yourself.
Send an email after a form submission
How HubSpot's form automation sends follow-up emails, by tier.
Summarize an email thread in the iOS app
How HubSpot's iOS app summarizes email threads with AI.
Edit, turn off or delete a lead score
How HubSpot lead scores are managed after they're live.
Use the updated report viewer and dashboards
What HubSpot's updated report viewer offers, including on Starter.
Add simple workflows to marketing emails
How simple workflows inside marketing emails automate follow-up.
Associate records with campaigns from CRM cards
How the Campaigns CRM card adds records to a campaign.
Reply to Instagram DMs in the social tool
What HubSpot's social tool shows for Instagram direct messages.
Track Google Ads with tracking URLs
How HubSpot tracking URLs measure ad traffic without the ads tool.
Customize the board view for pipelines
How HubSpot board settings and card contents are configured.
See who entered or left a segment
How HubSpot's segment membership history log works.
Externally embedded HubSpot form not working
HubSpot's checks when a form embedded on another site fails.
Set default payment link settings
How Super Admins set defaults for new HubSpot payment links.
Office 365 add-in won't install or connect
HubSpot's compatibility checks for the Sales Office 365 add-in.
Add a custom SSL certificate
When and how HubSpot accepts a custom SSL certificate.
Use HubSpot Notetaker in Zoom meetings
How Notetaker joins Zoom meetings and what Zoom needs.
Sync custom objects with data sync apps
How HubSpot data sync handles custom objects and what the filters do.
Test a lead or health score before relying on it
How HubSpot lets you test individual records and preview score distribution.
Set up the customer success workspace
How admins configure HubSpot's customer success workspace and its dashboards.
Restorable vs permanent contact deletion
What HubSpot keeps and loses when you delete contacts.
Understand HubSpot payments payouts
How payouts work with HubSpot payments, and where Stripe users look instead.
Set a resubscription email for each brand
How HubSpot resubscription emails work with the Brands add-on.
Add social links to marketing emails
How the social module works in HubSpot's drag and drop email editor.
Salesforce connector package v3 FAQ
Common questions about HubSpot's Salesforce connector package v3.0.1.
Build a custom survey in the new editor
What HubSpot's new survey editor supports and the one-way switch.
Keep associations in data sync
How HubSpot data sync maps record associations, and the apps that need every sync on.
Migrate to the new knowledge base editor
What happens when you migrate a HubSpot knowledge base.
Change a blog post's publish date
What happens when you change a HubSpot blog post's publish date.
Connect SurveyMonkey to HubSpot
How HubSpot's SurveyMonkey integration sends surveys and uses responses.
Send and reply to one-to-one emails
Who can send one-to-one emails in HubSpot and from which addresses.
Edit your blog listing page
How HubSpot blog listing pages are edited and what tier coded templates need.
Use buyer intent to find companies researching you
How HubSpot buyer intent works and what it costs in credits.
Add Zoom to your HubSpot meeting links
How HubSpot meeting links create Zoom conferences.
Choose which properties show on records
How to customize the properties in a HubSpot record's left sidebar.
How activities and tasks sync with Salesforce
Which HubSpot activities sync to Salesforce and when.
Disconnect a Facebook Ads account
How to remove a Facebook Ads account from HubSpot's ads settings.
Connect a group, alias or shared mailbox to the inbox
When to use HubSpot's hosted email for the conversations inbox.
Join data sources in a dataset
How data join works in HubSpot datasets.
Publish knowledge base articles in multiple languages
How HubSpot language variations and groups work in the knowledge base.
Connect Shopify with the data sync app
What HubSpot's Shopify (Data Sync) app syncs and how it matches records.
Connect QuickBooks Online with data sync
How HubSpot's QuickBooks Online data sync matches products, invoices and payments.
Check NetSuite sync status on records
How HubSpot's NetSuite integration sync card shows sync details.
Add contacts to marketing events with workflows
How the Add participant to marketing event action works.
Use original and latest traffic source
How HubSpot sets and updates contacts' traffic source properties.
HubSpot's payment and subscription properties
What payment and subscription properties exist and where you can use them.
Manage meetings from your Outlook calendar
What the HubSpot Office 365 add-in does in the Outlook calendar.
Check Dynamics 365 sync status on records
How HubSpot's Microsoft Dynamics 365 sync card shows sync details.
Install HubSpot for Google Sheets
How HubSpot's Google Sheets extension is installed and what it asks for.
Manage tickets in the legacy inbox
How tickets work in HubSpot's conversations inbox and who must use help desk.
Import marketing event participants
How to import attendees into a HubSpot marketing event.
Create and answer tickets in help desk
How HubSpot's help desk handles tickets across channels.
Coded emails render differently in Outlook
HubSpot's fixes for spacing and line issues in Outlook.
Delete hard-bounced contacts
How HubSpot suggests cleaning up hard bounces with active segments.
Route help desk tickets by agent skills
How HubSpot skill-based routing works in help desk.
Target LinkedIn ads with HubSpot audiences
How to pick a HubSpot audience in LinkedIn Campaign Manager.
Track Facebook and Instagram ads in HubSpot
How HubSpot tracks Facebook ads and what breaks it.
Daily send limits for one-to-one and sequence emails
How HubSpot and provider send limits apply to connected inboxes.
Enroll records in workflows from the record
How HubSpot automation cards enroll records manually.
HubSpot Teams workflow action says "There are no active teams": it means Microsoft Teams
Why the Send Microsoft Teams notification workflow action shows no teams, what the admin-level install changes, and how to send to users while you wait.
Microsoft Teams and HubSpot: why each user still has to connect after IT approves the app
Admin consent for the HubSpot app in Microsoft Teams is not the last step. Each HubSpot user is mapped to a Teams user, and some had to accept permissions themselves.
Click to call with Microsoft Teams from HubSpot: what logs, and what you set up outside HubSpot
How Teams Phone calls log to HubSpot records, the exact phone match rule, the 15 to 60 minute delay, and the Windows setting that makes HubSpot phone numbers open Teams.
Meeting recordings in HubSpot named with a Meet code and attached to no one
Why a recorded Google Meet call can land in HubSpot as a meeting titled with the Meet code and no contact or company, how to attach it, and how to stop it.
Recurring client meetings not logging in HubSpot: what to check, in order
Why standing client meetings may never reach the contact record, what HubSpot's calendar sync does with recurring events, and what we found when we checked one user's series.
Check every HubSpot user's email and calendar connection before blaming the integration
A per-user check of email, calendar, and sync status that explains most missing meetings, calls, and emails in HubSpot, with where each setting lives.
Linking to a HubSpot meeting: use 0-47, and skip the record URL
Meetings are object 0-47, calls are 0-48, and meetings do not open on the usual record URL. Here is the link pattern my demo portal uses.
Connector duplicates after a company rename: sync on an ID that never changes
When a sync matches companies on an ID built from the company name, a rename can create a second company. How to choose a stable key in HubSpot.
Sync contacts from another system as non-marketing, then let a workflow decide
When a sync brings every contact into HubSpot, bring them in as non-marketing and use the Set marketing contact status workflow action with rules you control.
Invoices from your billing tool stopped showing in HubSpot? Check Record source and Create date
How to tell from HubSpot alone whether a billing integration is still creating invoices, using the Invoice source, Record source, and Create date columns.
Bounced contacts still counted as marketing contacts: find them and switch them off
Contacts with hard bounces can stay marketing contacts and count toward your tier. How to find them and set them as non-marketing.
Find and delete test records before they skew every HubSpot count
How to find test companies, contacts, and deals, why searching for "test" is not enough on its own, and how long you can restore them.
Same phone number, different formats: why HubSpot does not flag those duplicates
HubSpot deduplicates contacts by email and companies by domain. Phone numbers in different formats hide duplicates until you normalize them.
Label agencies and end businesses on company records so prospect lists stay clean
HubSpot's default company Type property has Prospect, Partner, Reseller, Vendor, and Other. How to use or extend it to separate agencies from businesses.
Move customers and past clients out of a prospecting list
How to pull clients, former clients, and open opportunities out of an outreach list into their own static segment, and keep them out of future sends.
Audit company lifecycle stages against invoices and won deals
Company lifecycle stages drift. How to check them against paid invoices and closed won deals, and why moving a stage backwards takes a manual step.
Track milestones that do not happen in order with a multiple checkboxes property
Lifecycle stage is one value. When companies hit milestones out of order, a multiple checkboxes property records every one, as long as each check has evidence.
Find every contact who viewed a specific page: use a segment, not the page URL properties
First page seen and Last page seen only hold two pages. A segment with the Page view filter finds every contact who viewed a URL, with frequency and timeframe.
Build a send-safe list in HubSpot: no bounces, no unsubscribes, no customers, nobody emailed this week
A segment that removes bounced, unsubscribed, customer, and recently contacted contacts before a one-to-one email push, and the never-contacted gap to watch.
Connect your email sending domain in HubSpot without breaking SPF
Where to connect a sending domain, which DNS records HubSpot asks for, and the SPF rule that trips people up: one record, with HubSpot added to it.
Event reminders that do not need rebuilding: a date property and a delay until that date
When registration stores the event as a dropdown of dates, every new event means new workflow branches. A date property lets one workflow handle every date.
A property named after a date keeps that date in its internal name for good
HubSpot builds a property's internal name from its first label and never lets you change it. Name date properties for their role, not a specific day.
You cannot put a HubSpot form inside a marketing email. Link to it.
HubSpot forms cannot be embedded in emails. What to use instead, and why a form can capture more than a meeting link.
Load a parts list into HubSpot products from a spreadsheet
Turning a customer's parts spreadsheet into HubSpot products: import or API, what to clean first, and the uniqueness rule products do not have.
Parent and child companies in HubSpot: one parent per child
How to set a parent or child company with association labels, the one parent rule, and doing it in bulk with an import.
HubSpot says 180,000 contacts never opened your email? Check who was ever sent one
A HubSpot segment of contacts who never opened an email also includes everyone who was never sent one. How to build the honest version before you sunset anyone.
Build a speed-to-lead workflow in HubSpot with a follow-up SLA and escalation
A HubSpot workflow that creates a call task when a lead arrives, checks whether anyone made contact after a day, and escalates by email to the owner if nobody did.
Your HubSpot report shows zero SQLs? Set lifecycle stage from the deal, not the contact
If reps work deals and never touch the contact's lifecycle stage, SQL reports stay at zero. A workflow can set associated contacts to Sales Qualified Lead when a deal reaches the right stage.
Why didn't this record enroll? Use HubSpot's Troubleshoot enrollment tool
HubSpot workflows have a built-in tool that tests a specific record against the nine enrollment checks and tells you why it did or did not enroll.
Enrich HubSpot companies from a spreadsheet when names don't match: import by Record ID
When company names in a spreadsheet match more than one HubSpot company, export Record IDs, match your data to them, and import with Record ID as the identifier.
Bulk assign HubSpot company owners from a spreadsheet without overwriting anyone
Use a customer's own file of account owners to set Company owner on thousands of HubSpot companies, only where none is set, and handle owners who are not HubSpot users.
How to opt a HubSpot contact out of all email (and why the API can't do it)
Actions, Opt out of email stops future marketing and one-to-one email from HubSpot. Where it lives, what it does not stop, and why scripts and the API cannot set it.
Your script created duplicate HubSpot records? Merge them, don't delete them
Why bulk writes through the HubSpot API create duplicate companies and contacts, how to merge instead of delete to keep associations, and how to write the script so it does not happen again.
'This template doesn't allow modules to be added' in HubSpot: three causes
A blank HubSpot page that will not let you add modules usually has a template problem: an empty drag and drop area, a broken extends path, or overlapping columns.
Clone a HubSpot landing page for each location: what to change every time
How to clone one good HubSpot landing page for each community or location, and the four settings plus content to change on every clone.
'You have reached your page limit' in HubSpot: look at your drafts
HubSpot's Starter tier limits how many landing pages you can create. Untitled drafts show up in the same list as live pages, so check them first.
HubSpot 'Offline Sources' is not offline: how to see what created those contacts
Offline Sources in HubSpot means a record was created outside tracked web traffic, such as an import, the API, a connected app, or by hand. How to break it apart with the drill-down properties.
HubSpot campaign shows lots of influenced contacts but 0 sessions? You need tracking URLs
A HubSpot campaign full of assets can show hundreds of influenced contacts and zero sessions. Sessions only count when visits arrive through the campaign's tracking URL.
Which reports can HubSpot build? Report types, limits, and what needs a higher tier
HubSpot's custom report types: single object, funnel, custom report builder, attribution, and email reports. What each can and cannot do, and which tier you need.
HubSQL beta: what it is, what it is not, and the 403 MISSING_SCOPES fix
HubSpot's HubSQL beta lets you run SQL against CRM data over an API. What it can do, why it cannot connect to your SQL server, and how to fix a 403 for missing scopes.
Speed up a HubSpot landing page: measure first, then fix images and page-level code
How to find out why a HubSpot landing page is slow with Lighthouse, then fix the usual causes: heavy images, layout shift, and extra scripts in the page's Head and Footer HTML.
HubSpot's default lifecycle stages, lead statuses, and deal stages (with internal names)
The out-of-the-box HubSpot lifecycle stages, lead statuses, and default Sales Pipeline deal stages, with the internal values you need for imports, workflows, and APIs.
Stop creating custom timestamp fields: HubSpot already tracks when a record entered each lifecycle stage
HubSpot automatically creates date entered and time in stage properties for every lifecycle stage. Check them before you build custom date fields for a journey or funnel.
How to tell if a website uses HubSpot: check for the tracking code
HubSpot's tracking code is a script from js.hs-scripts.com with the account's Hub ID. How to check one site by hand, validate your own, and scan a list of domains.
How to close out stale HubSpot deals safely: check activity first, then use a reason
A safe routine for closing old HubSpot deals: find stale ones on the board, check last activity and next steps, then move them to Closed Lost with a reason.
Two HubSpot companies share one connector ID? Merge the safe ones and hold the collisions
When a sync connector keys on an external ID and two HubSpot companies carry it, data splits across both. How to triage the groups, merge the safe ones, and leave genuine ID collisions alone.
Call tracking is creating duplicate HubSpot contacts? Fix the source before you merge
Placeholder emails from a call tracking tool stop texts and calls matching real HubSpot contacts and create duplicates. How to analyze the duplicates by phone, what is safe to merge, and how to stop it.
Seven HubSpot theme upload errors I hit, and how to sweep for the whole class
Building a HubSpot theme from scratch failed validation six times. The seven errors: reserved field names, template type suffixes, global field IDs, unsupported field types, and breakpoint names.
Exclude your own visits from HubSpot analytics (and the catch with form tests)
How to keep your own traffic out of HubSpot analytics with an IP filter and referrer filter, what bot filtering does, and what happens to your own test form submissions.
Can HubSpot get Microsoft Teams Phone recordings and transcripts? What works and what doesn't
HubSpot logs Teams calls and syncs Teams meeting recordings, but not Teams Phone recordings. What Microsoft Graph offers, the 2026 transcript setting, HubSpot's transcripts API, and a Make versus Data Hub comparison.
HubSpot object type IDs (0-1, 0-47, 0-48) and how to use them in links and the API
The numeric object type IDs behind HubSpot URLs and API calls: contacts 0-1, companies 0-2, deals 0-3, meetings 0-47, calls 0-48 and more, with a fix for links that land on a blank page.
Deal missing from HubSpot revenue attribution? A deal needs four things
HubSpot's revenue attribution reports only include closed won deals with an associated contact, known amount, create date and close date, and recorded interactions. A checklist for why a deal is missing.
Move a project board (Planner, Trello, a spreadsheet) into HubSpot pipelines
How to turn an exported task board into HubSpot pipelines, deals, companies, contacts, and notes: map each field, do a dry run, approve each piece, and verify counts.
HubSpot form submissions marked as spam? Check for an unregistered site domain
Forms embedded on a website HubSpot does not recognize get their submissions flagged as spam. How to spot the warning, register the domain, and release the submissions.
How to embed a HubSpot form on a site that is not hosted in HubSpot
Where to find a HubSpot form's embed code and share link, what to paste into your page, and the two things that must be true for it to work: the tracking code and a registered domain.
Connect your own domain to HubSpot (and what the brand domain limit means)
How to see your connected HubSpot hosting domains, what a brand domain is, the DNS record each type needs, and how SSL is turned on. Includes the one brand domain limit on a lower tier.
Active vs static segments in HubSpot: which one to build
Active segments update themselves as records meet or stop meeting your criteria. Static segments are a fixed snapshot. When each is the right choice, with the Type column to check what you have.
Set up a HubSpot meetings link so people can book time with you
Create a HubSpot scheduling page, connect your calendar so availability is accurate, and share the link on your website and in email. What the setup screen looks like and what to configure.
Add a consent checkbox to a HubSpot form (newsletter signup example)
How a HubSpot form can ask for consent: a required checkbox for the communication type plus a processing notice. The three consent options and the setup used on a real newsletter form.
HubSpot workflow settings explained: schedules, pauses, notifications, and unenrolling from other workflows
A walk through the Settings panel of a HubSpot workflow: when actions can run, pausing on dates, auto turn-off, performance alerts, conversion metrics, and the setting that unenrolls records from other workflows.
Delay and if/then branch actions in HubSpot workflows: what to set
How the Delay action and an if/then branch are configured in a HubSpot workflow: set amount of time, business days only, and a branch based on a property such as Last contacted.
The Create task action in a HubSpot workflow: title, type, due date, and reminder
How to configure the Create task action in a HubSpot workflow: a title with personalization tokens, a task type, a due date, and an email reminder, with a call-task example.
The Edit record action in HubSpot workflows: replace, append, clear, and copy values
How the Edit record action works in a HubSpot workflow: choose the record, the property, the change type, and the value, including copying from another property and editing associated records.
HubSpot workflow enrollment triggers: event-based vs filter criteria
The two parts of a HubSpot workflow trigger: the event that starts enrollment and the conditions a record must meet. How they combine, what manual enrollment skips, and a common event trigger limitation.
Find unused HubSpot workflows and workflows with issues: the Health tab
Where HubSpot shows how many workflows are unused or have issues: the Health tab on the Automation page, the Unused view, and the Review automation issues tool.
HubSpot dashboard settings: who can see it, how often it refreshes, and caching
What each setting in a HubSpot dashboard's settings panel does: owner, access level, default dashboard, automatic refresh, color theme, and the dashboard cache setting.
Add reports to a HubSpot dashboard: My reports, ready-made reports, and the permission catch
How the Add reports panel works in a HubSpot dashboard: My reports and Ready-made reports tabs, search and filters, drag or Add, and why the panel can say you do not have permission.
HubSpot says 'Before you send: review your email tracking settings'. What it means and what to do
The HubSpot warning about email open and click tracking consent: where it appears, the Tracking settings it links to, and how to turn tracking off account-wide or for one email.
Double opt-in for HubSpot marketing email: what it does and what it limits
How HubSpot double opt-in works: a confirmation email after a form submission, who counts as confirmed, the difference between basic and advanced setup, and the limits to know before you turn it on.
HubSpot email subscription types: marketing, one-to-one, customer service, and your own
How HubSpot subscription types work: the default types, the subscription preferences page contacts see, how to create or archive types, and what happens to the one-to-one type.
The HubSpot Properties page: find, filter, and audit your properties
A tour of the Properties settings page in HubSpot: choosing an object, the Properties, Conditional logic, Groups, and Archived tabs, the filters, search, and exporting a list of properties.
Conditional property logic in HubSpot: show or require a field based on another
How HubSpot conditional property logic works: where to create it, which property types can drive it, where it is enforced, and the gap that workflows and other tools leave open.
Check where a HubSpot property is used before you change or delete it
Use the property editor's Usage section to see a property's fill rate and every view, form, workflow, and card that uses it, before you rename, change, or archive it.
HubSpot dropdown options: labels vs internal names, and why imports and integrations care
Every option in a HubSpot dropdown, radio, or checkbox property has a label and an internal name. Where to see both, how imports match them, and the other columns on the options table.
HubSpot saved views: quick filters, advanced filters, view types, and sharing
How saved views work on HubSpot index pages such as Contacts: view tabs, quick and advanced filters, the View settings panel with table, board, calendar, Gantt and report views, and sharing.
Find the records from a HubSpot import, and what else the import page can do
Where HubSpot keeps import history, what the import details page shows, and the Actions menu that lets you view the imported records, add them to a segment, or download the file.
HubSpot deal settings: default deal amount, default close date, and the create form
The Deals setup page in HubSpot: choosing how the deal amount is calculated (TCV, ACV, ARR, MRR, or manual), the default close date for new deals, the create deal form, and line item owner sync.
HubSpot pipeline rules: stop deals skipping stages or moving backwards
The Pipeline Rules tab in HubSpot deal pipeline settings: limit creation to certain stages, restrict skipping and moving backwards, control editing access, and approvals, plus who can bypass them.
HubSpot deal stage probability: what the percentage does and where to change it
Every HubSpot deal stage has a probability. Where to see and change it in pipeline settings, HubSpot's default stages and percentages, and how it drives the weighted amount on the board.
Find a HubSpot pipeline ID and deal stage IDs (and how many pipelines you can have)
Where to find the internal IDs for HubSpot deal pipelines and stages, which imports, workflows, integrations, and the API need, plus the pipeline count and limit shown in settings.
HubSpot deal tags: color-coded labels for Overdue, Stale, and anything you can filter
How HubSpot deal tags (object tags) work: where to set them per pipeline, the conditions behind them, the tags in my demo pipeline, tier differences, and where else the tag property can be used.
Why HubSpot changes a deal's close date when you mark it won or lost
HubSpot sets a deal's close date to today when the deal moves to a closed stage. Where that templated automation lives, the second rule for reopened deals, and when to turn either off.
HubSpot snippets: reusable text you insert with a # shortcut
How HubSpot snippets work: where to create them, the # shortcut, where you can use them, the 2,500 character limit, personalization tokens, and the account limits by tier.
HubSpot sales email templates: create, share, personalize, and track them
How HubSpot message templates for one-to-one email work: the templates list, sharing and folders, personalization tokens, previewing with a contact, the limits by tier, and reporting with the Template ID property.
HubSpot attribution interaction types: which touches count, and which are off by default
The attribution settings page in HubSpot: which interaction types are included in revenue and deal create attribution reports, which are off by default, and the reprocessing that follows a change.
HubSpot account defaults: time zone and fiscal year, and what they change
The Account Defaults page in HubSpot: account name, time zone, and fiscal year, what each one affects across scheduling, workflows, and reports, and the user time zone that is separate.
Multiple currencies in HubSpot: company currency, exchange rates, and how deals convert
How HubSpot handles more than one currency: the company currency, adding currencies, automatic exchange rate updates, and how the Amount in company currency is calculated for open and closed deals.
HubSpot notification settings: pop-up, browser, bell, email, mobile, and Slack
How HubSpot user notifications work: the six channels, setting channel defaults, turning topics on or off, the daily email notification cap, and notification profiles admins can push to users.
Your HubSpot email setup: connect your inbox, add an alias, and set a signature
The personal Email preferences tab in HubSpot: connecting a work inbox, adding an email alias, and managing email signatures, with what each one is for.
Why a HubSpot contact's owner changed when you emailed them
HubSpot can assign an unowned contact to whoever emails them from the CRM, and give contacts their company's owner. Where those two settings live and when to turn them off.
HubSpot association labels: describe how records are related
How association labels work in HubSpot: where to see them in the Data Model Builder, single vs paired labels, the 50 label limit per object pair, cardinality, and where labels can be used.
Why HubSpot creates companies from contact emails, and how to exclude a domain
The HubSpot setting that creates and associates companies based on a contact's email domain, when it does not apply, and how to opt a domain out of automatic association.
Customize HubSpot lifecycle stages: add, rename, and what contacts and companies share
Where lifecycle stages are customized in HubSpot, what contacts and companies share, the warning for integrations, and what blocks deleting a stage.
HubSpot lifecycle stage automation: Opportunity when a deal is created, Customer when it is won
The Automate tab for lifecycle stages in HubSpot: sync lifecycle stages from the primary company, set a stage when a deal is created, and set a stage when a deal is won.
HubSpot data enrichment settings: why fields fill themselves in
The Data Enrichment settings in HubSpot: automatic enrichment of new records, continuous enrichment, overwriting incorrect values, recently engaged contacts, and opting out of company name enrichment.
HubSpot data privacy settings (GDPR): what turning them on changes
What the Data privacy settings toggle in HubSpot does: legal basis tracking, unsubscribe links on sales email, tracking limits for contacts without a legal basis, and who can turn it on.
HubSpot can delete inactive contacts automatically: the setting and the criteria
The Delete inactive contacts automatically setting in HubSpot Privacy & Consent: how inactivity is defined, when deletion runs, the 90-day restore window, and the enrichment deletion setting next to it.
HubSpot cookie consent banners: default banners, domains, and where to start
The Cookies tab in HubSpot Privacy & Consent: default consent banners that apply to every site with your tracking code, domain-specific banners, and adding an external domain.
HubSpot approvals: require sign-off before pages, blog posts, emails, or social posts go out
The Approvals settings page in HubSpot: which content types can require approval, who can skip approvals, how approval permission is granted, and the tiers required.
HubSpot AI settings: turn generative AI on or off and choose what data it can use
The AI Access settings in HubSpot: the account-wide generative AI toggle, CRM data, customer conversation data, and files data access, and Breeze Assistant access.
Custom meeting outcomes and call and meeting types in HubSpot
The Meetings settings that let you track custom meeting outcomes, call and meeting types, and default meeting reminders, with HubSpot's limits.
HubSpot email log and track settings for the whole account
The account-level Email Log & Track settings in HubSpot: logging attachments, default log and track settings for the Sales extension, and allowing users to track opens and clicks.
Why some contact emails do not log to HubSpot: log replies only vs log all emails
HubSpot's contact email logging rules: Log replies only vs Log all emails, what each logs, the requirements for a reply to log, and the unsubscribe link setting below them.
The HubSpot never log list: stop emails and meetings with certain domains logging
How HubSpot's never log list works: account-wide vs personal lists, adding domains in the @domain.com format, and what it stops.
Log emails to HubSpot with the BCC and forwarding addresses
Where to find your HubSpot BCC and forwarding addresses, how each logs email to the CRM, what gets associated, and the limits compared with a connected inbox.
Contacts from connected apps are non-marketing by default: the setting that changes it
The Marketing Contacts integration setting in HubSpot: why contacts synced by apps are non-marketing, how to set an app to sync marketing contacts, and the billing impact.
Find disconnected or expired HubSpot integrations: the Connected Apps page
The Connected Apps page in HubSpot: the Needs attention section for disconnected and expired apps, the My Apps list, connection insights, and app notifications.
HubSpot URL redirects: standard, flexible, and bulk import
Where URL redirects live in HubSpot, standard vs flexible pattern redirects, bulk importing redirects from a CSV, system redirects, and what cannot be redirected.
HubSpot ticket pipelines: statuses, open vs closed, and ticket tags
Where ticket pipelines are configured in HubSpot, the statuses in a default support pipeline, why each status is marked open or closed, and the ticket status automation behind replies.
HubSpot tasks page shows no tasks? Check the Assigned to filter
Why the HubSpot tasks index page can show no tasks: the default Assignee filter, the standard task views, quick filters, and syncing tasks to your calendar.
The HubSpot product library: create or import products for deals and quotes
The HubSpot Products index page: creating or importing products, product status, pricing models, and how products become line items on deals and quotes.
HubSpot marketing email footer addresses: where they are set and why they are required
Where the business address in HubSpot marketing email footers comes from, how to add or edit a footer address, and the tier needed for multiple office locations.
HubSpot personalization token defaults: stop 'Hi ,' in your emails
Where to set global default values for HubSpot personalization tokens used in marketing emails, how fallbacks per email work, and what happens with no default.
HubSpot email send frequency cap: limit how many marketing emails a contact gets
The Send Frequency setting in HubSpot email settings: what the frequency cap includes and excludes, how to exempt an important email, and the Enterprise requirement.
Join a HubSpot beta from the Product Updates page
How the HubSpot Product Updates page works: New to you, Your Betas, Live, In beta, In development, and Sunset, and how to join a public beta or request a private one.
Block phone numbers in HubSpot calling
The Blocked Numbers List in HubSpot calling settings: what it blocks, how long changes take, and what it does not cover.
The HubSpot sitemap: what is included automatically and what is not
Where to view and edit the sitemap for a HubSpot-hosted domain, which content HubSpot adds automatically, why landing pages are not included, and how to add a page.
HubSpot inbox channels and the fallback email address
The Inboxes settings page in HubSpot: connected channels such as chat and forms, a form channel that creates tickets, and the HubSpot fallback email address.
HubSpot inbox allow and deny list: control what gets marked as spam
The Allow & Deny List in HubSpot inbox and help desk settings: always allow or always mark as spam by email or domain, the automatic spam categories, and the rules that cannot be overridden.
HubSpot campaign settings: how ROI is calculated and campaign UTM identifiers
The Campaigns settings page in HubSpot: choosing revenue or associated deal value for campaign ROI, ad spend currency conversion, and auto-generated unique identifiers in campaign UTMs.
HubSpot help desk availability: who can be assigned tickets and how many
The Availability Management page in HubSpot: each user's status (Available, Away, Pending), ticket capacity, how working hours set status, and who can change it.
Contact won't re-enroll in a HubSpot workflow? Check these 6 things
HubSpot enrolls a record once by default. Why re-enrollment fails, how to turn it on, and the triggers that can never re-enroll.
HubSpot import created duplicate contacts? Why it happens and how to fix it
HubSpot only matches imported rows by a unique identifier. Spot an import that duplicated records, clean it up, and stop it next time.
Your coded HubSpot template is missing from the template picker? Look under Other
The page template picker opens on your active theme. Templates that are not part of a theme only appear under Other.
How to find your HubSpot portal ID (Hub ID)
Your portal ID, also called Hub ID or account ID, is in the account menu and in every HubSpot URL.
New field notes by email
One email when a new article publishes. No other mail.
Stuck on something bigger?
If your portal needs more than an article, book a call. I will look at the actual setup with you.
Book a call with SamOr send the problem and it may become the next article: request a fix.