Guides
Guides from practice: what HubSpot does, where it stops, and the order to work in.
- Data quality
Duplicate contacts and companies in HubSpot: merge them and stop new ones
Why duplicate contacts and companies keep coming back, the order to clean them up in, and the rules that stop new ones.Updated 5 October 2026 · 13 minutes - Integrations
HubSpot Outlook add-in: set it up and fix the errors
Which add-in your Outlook needs, how to roll it out, why emails stop logging, and the fix for each common error.Updated 5 October 2026 · 12 minutes - AI
HubSpot MCP: connect HubSpot to ChatGPT, Claude or Copilot
What each AI assistant can read and change in HubSpot, how to connect it, and which permissions to give.Updated 5 October 2026 · 12 minutes - Reporting
HubSpot dashboards and reports for sales leaders
The numbers a sales leader needs, the report behind each one, and a dashboard template to copy.Updated 5 October 2026 · 13 minutes - Migration
Moving to HubSpot: CRM migration step by step
What to move and in which order, with a checklist and the steps that differ for Excel, Pipedrive, Salesforce and Dynamics.Updated 5 October 2026 · 14 minutes - Licences and costs
HubSpot seats and credits explained: who needs which seat
Which seat each role needs, what uses credits, and worked examples with the numbers.Updated 5 October 2026 · 15 minutes - Integrations
HubSpot ERP integration: which data, which direction, which route
Which fields to sync, which way each one flows, and when to use an app, n8n or a custom connection.Updated 5 October 2026 · 14 minutes - Integrations
HubSpot Business Central integration: what the sync covers, and what it doesn’t
What HubSpot’s own Business Central app syncs, how it matches records, where it breaks, and when a connector fits.Updated 5 October 2026 · 14 minutes - Integrations
HubSpot SAP Business One integration: what to sync, and which route fits
No HubSpot app for Business One: what should flow, where the two don’t fit, the 2026 webhooks and price books, and the routes compared.Updated 5 October 2026 · 15 minutes - Reporting
HubSpot forecast: a sales forecast that holds up
Which number to trust, how to set stage probabilities from your own win rates, and the weekly review that keeps the forecast true.Updated 5 October 2026 · 13 minutes - Integrations
HubSpot and Microsoft Teams: set up the integration and fix the errors
What the Teams integration does for sales, service and webinars, which install you need, and the fix for each common error.Updated 5 October 2026 · 15 minutes - Licences and costs
HubSpot vs Pipedrive: which CRM fits your team
Which one fits by team size and sales process, what each costs over three years, and when Pipedrive is the better choice.Updated 5 October 2026 · 12 minutes - Licences and costs
HubSpot vs Microsoft Dynamics 365 Sales: which CRM fits a Microsoft company
Which one fits when you run Microsoft 365 and Business Central, what each costs today, and when Dynamics 365 Sales is the better choice.Updated 5 October 2026 · 15 minutes - Data quality
HubSpot custom objects: when you need one, and when you don't
What a custom object is, what it costs you later, and the cheaper options that often do the same job.Updated 5 October 2026 · 13 minutes - Migration
Salesforce to HubSpot migration: what maps, what breaks, what stays behind
Smart Transfer or the Salesforce app, and how opportunities, custom objects, files and owners come across.Updated 5 October 2026 · 16 minutes - Data quality
HubSpot portal audit: a checklist for one afternoon
Seven areas in the order they cost you most: where to look, what bad looks like and what to do.Updated 5 October 2026 · 15 minutes - Data quality
HubSpot deal pipeline: set it up and keep it clean
Stages defined by what the buyer has done, when a second pipeline makes sense, and the rules and weekly review that keep deals current.Updated 5 October 2026 · 13 minutes - Data quality
HubSpot adoption: getting your sales team to use it
Why reps work around HubSpot, the setting that removes each reason, and how to see whether it’s working.Updated 5 October 2026 · 11 minutes - Data quality
HubSpot lead scoring: a model sales will trust
Fit and engagement as two scores, a worked B2B model with points, decay, and the threshold that hands a lead to sales.Updated 5 October 2026 · 15 minutes - Data quality
HubSpot lifecycle stages, lead status and deal stages: what goes where
What each of the four fields is for, who sets it, how to move a stage back, and a hand-off from marketing to sales that holds.Updated 5 October 2026 · 14 minutes - Automation
HubSpot workflows for sales teams: five to build, and what to leave alone
The automations a sales team needs, each built step by step, and how to keep workflows from breaking each other.Updated 5 October 2026 · 15 minutes - Integrations
HubSpot quotes: VAT, discounts and what happens after the yes
Which quote tool you have, VAT and legal details for Germany, Austria and Switzerland, discounts, subtotals, and the invoice after the yes.Updated 5 October 2026 · 15 minutes - Data protection
HubSpot EU data centre: what stays in the EU and what leaves
Which data stays in Frankfurt when your portal is hosted in the EU, what still leaves it, how to move a US portal, and the settings to check.Updated 5 October 2026 · 17 minutes - Data protection
Double opt-in in HubSpot: set it up and fix the errors
How the confirmation email works with subscription types, the set-up in German and English, and the cause and fix for each common error.Updated 5 October 2026 · 19 minutes - Data protection
HubSpot cookie banner: set it up, and know what it doesn’t block
When HubSpot’s own banner is enough, when you need a consent tool, the new editor step by step, and what declining does to your reports.Updated 5 October 2026 · 12 minutes - Integrations
Phone systems with HubSpot: HubSpot calling, 3CX, placetel, sipgate and Aircall compared
Which phone system logs every call on the right record, what each needs before the first call, and what to test in a trial.Updated 5 October 2026 · 14 minutes - Data quality
HubSpot Data Hub: what it does and when it’s worth it
What Data Hub adds to the free tools, which edition fits which job, the formatting traps in German-language data, and what breaks on a downgrade.Updated 5 October 2026 · 15 minutes - Integrations
HubSpot API: what you can build, what it takes to run, and how to brief it
Which route fits, how access works after private apps, rate limits by edition, the 2027 version deadlines and a checklist for briefing a developer.Updated 5 October 2026 · 14 minutes
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