Rescue your CRM (and maybe your team’s sanity along the way).
Think of your HubSpot portal as mission control for all your marketing, sales, and service activities.
Here’s where you manage contacts, automate campaigns, analyze metrics, and integrate external apps—all in service of a smooth, insight-driven go-to-market engine.
Take time to explore key sections like:
Marketing Hub – campaign management, automation, and lead capture
Sales Hub – deal pipelines, sequences, and forecasting
Service Hub – tickets, feedback, and customer success tools
Understanding how each hub supports your goals ensures nothing falls through the cracks.
Custom properties make your CRM yours. They let you capture data that actually matters to your business—like demo requests, conversion sources, or that quirky qualification question sales always asks.
How to set them up:
Go to Settings → Properties
Create a property for contacts, companies, deals, or tickets
Choose the right field type (text, dropdown, date, etc.)
Group related properties together for easy access
Good structure now prevents chaos later.
This is where data turns into insight.
Use lists and saved views to organize contacts, companies, and deals into meaningful groups—like lifecycle stages, personas, or engagement triggers.
For example:
Contacts who requested a demo
Deals created in the last 30 days
Companies with recent conversions
How to do it:
Go to Contacts or Deals
Apply filters for demographics, engagement, or events
Save dynamic views that update automatically as new data arrives
These real-time, event-driven views make it easy to spot hot leads and next steps.
Segmentation is the backbone of targeted communication.
From Contacts → Lists, you can create smart lists based on properties, behaviors, or engagement patterns—like downloading a resource or requesting a demo.
Use active (dynamic) lists to keep audiences current automatically.
*Pro Tip*: Combine property-based and activity-based criteria to:
Trigger campaigns automatically
Personalize messaging by funnel stage
Route top prospects straight to sales
You’ll always know exactly who to reach—and when.
Workflows are the heart of HubSpot automation.
They let you respond instantly to key events, like:
Sending onboarding emails when someone requests a demo
Nurturing contacts after form submissions
Updating properties when deals reach certain stages
To get started:
Head to Automation → Workflows, and build logic around your segments and events.
Design flows around the buyer’s lifecycle and trigger actions based on property changes, form fills, or engagements.
Robust, event-driven workflows free your team to focus on strategy—not repetitive tasks.
No HubSpot setup is complete without integration.
Under Settings → Integrations, you’ll find native and custom connectors for CRMs, sales tools, and analytics platforms.
Once connected:
Deal updates sync automatically
Demo requests push into the CRM
Reporting reflects a complete customer journey
This unified data view eliminates silos and keeps sales and marketing aligned—no more “Where did this lead come from?” moments.
By basing your views, lists, and workflows on live, actionable data, you’ll transform your HubSpot portal from a static record-keeper into a proactive engine for growth and collaboration.
Your CRM should serve your team—not the other way around.