10 HubSpot Training Videos That’ll Fix Your CRM Problems Fast

Table of Contents

• 1. How to Create a Deal in HubSpot (Without Breaking Everything)
• 2. Stop Guessing: How to See Lead Property History in HubSpot
• 3. How to Deduplicate Contacts (Without Nuking Your CRM)
• 4. How to Create AI Images in HubSpot (Yes, Directly in the Editor)
• 5. Save Time with Snippets (Stop Copy-Pasting Like It’s 2009)
• 6. Mastering Custom Property Creation in HubSpot 
• 7. HubSpot Lists: The Right Way to Filter, Segment, and Not Lose Your Mind
• 8. Stop Overpaying for Unused Marketing Contacts
• 9. Active vs. Static Lists: Which One Should You Actually Use?

There’s a difference between “knowing HubSpot” and making HubSpot actually work for your team.

If you’re trying to clean up your pipeline, get better reporting, or just stop wasting hours fighting your CRM… then this list is for you.

Each video below is short, practical, and created by the team at RevPartners. No vague advice, no 10-minute intros. Just tactical walkthroughs that’ll help you solve common CRM issues in under 5 minutes.

1. How to Create a Deal in HubSpot (Without Breaking Everything)

Creating a deal in HubSpot should be simple, but one wrong move (like skipping associations or putting it in the wrong pipeline) can tank your reporting.

Watch as Sr. Lead RevOps Strategist Henry Wee walks you step-by-step through creating clean, usable deals: selecting the right pipeline, associating the correct contacts and companies, and ensuring mandatory fields are filled in. You’ll also get best practices for deal naming, stage assignment, and avoiding “ghost deals” that clog up your pipeline.

And yes, companies using HubSpot report closing 50% more deals on average once they start using the CRM and sales tools. But that only works if you set it up right.

2. Stop Guessing: How to See Lead Property History in HubSpot

When a lead’s lifecycle stage jumps overnight, or an MQL suddenly goes cold, you need answers. Fast.

See how Sr. RevOps Strategist Lexi Zambrano shows you exactly where to click to view the property history for any lead, contact, or company. Perfect for debugging lead scoring issues, owner reassignments, or why a workflow triggered. If you manage attribution, automation, or anything that touches lead data, this is a must-watch.

3. How to Deduplicate Contacts (Without Nuking Your CRM)

HubSpot’s “Manage Duplicates” tool is great….until you merge the wrong contact and lose key deal data.

RevOps strategist Isaac Jacobson is here to show you how to identify duplicates safely, set up matching logic (email, name, etc.), and define which record wins using master record criteria. You’ll also learn how to preserve critical fields during merges and set up rules to avoid accidental overwrites. If you’re prepping for an audit or cleaning up dirty data, don’t skip this.

4. How to Create AI Images in HubSpot (Yes, Directly in the Editor)

No more digging for stock photos or uploading random JPEGs. HubSpot now lets you create AI-generated images directly inside landing pages and emails.

RevOps Strategist Pedro Lima is here to show you how to use the “Generate with AI” button to create custom visuals, choose image styles for brand consistency, and keep a library of reusable content. Whether you’re designing a campaign, webinar, or event invite, this tool speeds up creativity and keeps everything on-brand.

And you’re not alone….43% of marketers using AI tools are already generating content like images to streamline their workflows. This is how you do it inside HubSpot, without switching tabs.

5. Save Time with Snippets (Stop Copy-Pasting Like It’s 2009)

Snippets let you insert personalized, pre-written content with a simple shortcut, and most teams don’t use them nearly enough.

Our Director of Revenue Operations, Hannah Rubin, is here to show you how to build Snippets for sales recaps, notes, and follow-ups, plus how to use personalization tokens to auto-fill contact, deal, or company info. You’ll see real examples for internal notes, client-facing messages, and how to save your team 10+ minutes per task.

HubSpot users launch marketing campaigns 68% faster than average, and tools like Snippets are a big reason why. They cut the manual work and make repeatable processes actually repeatable.

6. Mastering Custom Property Creation in HubSpot 

Every RevOps pro needs to know how to create clean, scalable properties, because your CRM’s usefulness depends on the fields you define.

In this video, Henry’s back to show how to create custom properties by object type (contact, deal, company), define dropdowns, date fields, and text inputs, and set visibility permissions for different teams. You'll also learn when to use custom properties for lead routing, forms, segmentation, and reporting, and how to future-proof your CRM setup.

7. HubSpot Lists: The Right Way to Filter, Segment, and Not Lose Your Mind

If your filters aren’t working, your campaigns aren’t targeting the right people, and your reporting doesn’t make sense, then your list logic is probably broken.

Our COO, Andrew Lydon, walks you through how to build smart lists (contact, company, or deal-based), use AND/OR groupings properly, handle “null” values, and avoid common mistakes that make your list data unusable. You’ll also learn when to use static vs. active lists, and which filters work best in workflows and reporting.

Companies using HubSpot’s advanced segmentation tools see 129% more inbound leads, and it starts with building lists that aren’t held together by duct tape.

8. Stop Overpaying for Unused Marketing Contacts

HubSpot charges you based on marketing contacts, so if you don’t actively manage who qualifies, you’re probably wasting money.

Watch as Sr. RevOps Product Manager Shadab Khan walks you through how to filter for unengaged, bounced, or opted-out contacts, and set up automated workflows to mark them as non-marketing. You’ll also learn how to audit your marketing contact growth, avoid tier upgrades, and keep your database efficient without hurting deliverability.

9. Active vs. Static Lists: Which One Should You Actually Use?

Not knowing the difference between Active and Static lists can wreck your workflows, break campaign reporting, and cause email confusion across teams.

Andrew Lydon is back to show you when to use each type of list (snapshot vs. dynamic), how they update over time, and which use cases call for one or the other. You’ll also see examples for form submissions, campaign audiences, and quarterly engagement snapshots, plus tips for keeping lists clean over time.

How to Set Up a HubSpot Meeting Link (The Right Way)

If your calendar link doesn’t sync, breaks, or asks for weird info, then it’s gonna cost you meetings.

This walkthrough from GTM Strategist Rodrigo Buenfil shows you how to set up a one-on-one scheduling page inside HubSpot that actually works. You’ll see how to connect your calendar, set availability, choose durations, customize intake questions, and control confirmation/reminder settings. No skipped steps, no confusing defaults. You’ll also learn how to avoid the classic issues: wrong time zones, missing reschedule options, or awkward form fields that scare people off.

Think Your HubSpot’s Fine? Prove It.

If these videos solved a few headaches, that’s great. But if your data still feels off, your workflows are fragile, and you’re not sure who’s seeing what, or why, then it’s time to stop guessing.

Get a free HubSpot assessment from RevOps experts at RevPartners. 👇