HubSpot Tips and Updates

HubSpot provides a great user experience (especially compared to Salesforce 🤢)

But if you're looking for ALL the insider information that'll bring your experience to that 11 out of 10 level...

Then this series is for you!

Shadab will get you all the tips, tricks, workarounds, and recent updates you need to become a HubSpot all-star.

In class 1, we'll walk through how to reduce manual data entry in HubSpot by keeping contact and company data in sync automatically. When the first contact is created, key information is copied to the associated company.

From there, any new contacts added to that company inherit the same information. This ensures consistency across records, saves time for teams, and prevents data errors using simple, reliable workflows. 👇

Class 2 introduces Supered as a simple way to document your CRM directly inside HubSpot. Instead of using scattered docs and spreadsheets, Supered lets you add clear explanations, images, and videos right on properties like lifecycle stages and deal stages.

Teams can see definitions, triggers, and guidance exactly where they work, which reduces confusion, speeds onboarding, and keeps everyone aligned. 👇

Class 3 is all about is how HubSpot’s Customer Journey Analytics works and how to use it correctly. It’s not a replacement for deal funnel reports. Instead, it shows what happens between lifecycle and sales stages. You can use it to spot drop-offs, analyze specific interactions like ads or emails, and understand how contacts move through pipelines and onboarding with more context and clarity.👇

In class 4, we'll break down HubSpot’s new calculated properties and how they compare to Salesforce formula fields. We'll cover who gets access, limits by plan, how the advanced formula builder works, and walk through real examples like classifying companies, calculating contract status by dates, and replacing workflows with calculations, plus key gotchas around data types and date vs datetime properties.👇

In class 5, we'll show how to connect two pipelines using HubSpot’s Customer Journey reports. The key point is that it’s a contact-based report, not deal-based. It shows how a contact moves from a closed-won sales deal into an onboarding pipeline, as long as the process is linear and automated. With this setup, you can analyze how sales-stage behavior impacts onboarding outcomes and timing.👇

In class 6, we'll explain how a new Supered feature replaces complex HubSpot workflows with in-record, contextual guidance. Instead of heavy automation, Supered shows banners, warnings, and help cards directly on deals and related records. It checks deal, contact, and company data together, flags missing requirements like decision makers or next steps, and shows reps exactly how to fix issues in real time.👇

In class 7, we'll walk through how to calculate sales cycle length by month or quarter using HubSpot calculated properties. It uses an IF condition and a time between formula to measure the time from deal start to close. You can limit it to specific pipelines or stages, use Close Date for accuracy, and then report on average cycle length over time to see if sales velocity is improving.👇

In class 8, we'll break down a workflow trick for checking multiple related deals, not just the first one HubSpot finds. A single if/then branch stops after the first match. To evaluate all deals (open, closed won, closed lost), you chain multiple if/then branches together using go-to actions. This lets you review each condition in order and act on the full set of associated deals.👇

In class 9, we'll walk through how to measure time metrics in HubSpot. We'll show how to view time between stages using customer journey analytics, use HubSpot’s built-in time properties, and create custom calculated properties for specific stages like MQL to SQL..👇

In class 10, we'll explain an advanced way to use HubSpot’s deal journey analytics to see where deals actually drop off across sales and onboarding. We recommend adding an “unqualified” stage, separating onboarding into its own pipeline, and using journey reports to spot CS or handoff issues.👇

In class 11, we'll walk through the implications of the skip stage feature.👇

In class 12, we'll show you HubSpot’s new dependent and required properties feature. Certain fields only appear or become required when a specific value is selected, like high deal priority or top ICP rank. 👇

In class 13, we'll explain why adding delays to automations is critical, especially early on. Delays give you time to catch mistakes before they cause real damage, like emailing executives, triggering external messages, or changing millions of records at once. Without delays, one small error can escalate fast. Using delays lets you pause, review enrollments, and safely fix issues before the automation does something irreversible.👇

In class 14, we'll explain a scalable workflow pattern that catches edge cases. When tickets are categorized by resolution, new resolution values can break reporting if they’re not handled. Instead of letting tickets fall through, the workflow flags uncategorized resolutions and sends an internal alert.👇

In class 15, we'll walk through how to manage lifecycle stages when you run both product-led growth and inbound sales at the same time. Instead of separate funnels, you use one shared lifecycle with clear segmentation. PLG and inbound triggers feed different inclusion lists, and a required acquisition property shows how each contact entered. 👇

In class 16, we'll explain how to build an estimated commission field in HubSpot using the advanced formula builder. It walks through creating a calculated property with nested IF logic that applies different commission percentages based on deal amount thresholds.👇

In class 17, we'll break down a practical way to avoid hitting HubSpot API limits when processing large volumes of records. The approach uses random split branches with short delays to throttle API calls in batches, making retroactive and high-volume workflows safer.

We'll explain how to evenly spread records over time, reduce system strain, and keep custom code actions stable without overwhelming HubSpot or third-party integrations.👇

In class 18, we'll explain how to work around a key limitation with HubSpot color tags. Since tags can’t trigger directly off deal stage or status, the fix is to create an internal dropdown property that mirrors deal stages.👇

In class 19, we'll explain how to analyze where deals most often drop to closed-lost and actually use that data outside native reports. The approach creates a custom property that captures the last open stage before a deal is lost, updated via workflow.👇

In class 20, we'll show why you should be very intentional before creating custom objects in HubSpot. Deleting them is hard because you must first remove every dependency like reports, workflows, records, and dashboards.👇

Class 21 is about supporting overwhelmed ops teams and giving them a clearer way to work. The core idea is that a CRM is a product, not a one-time project. RevPartners uses maturity levels to help ops teams understand where they are, define their core data model and KPIs, and build reporting that actually drives decisions.👇

In class 22, we'll walk through the “CRM in a box” idea for people who want to learn HubSpot without breaking a live system. It’s a self-guided setup with expert guidance layered on top. You get step-by-step tasks, clear instructions, and templates for things like lifecycle stages and admin setup, plus optional help when needed.👇