r/hubspot 13d ago

Upcoming Events & Programs

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3 Upvotes

We know it can be hard to keep up with everything happening across the HubSpot ecosystem, so we've rounded up a few opportunities to help you learn, connect, and grow. From community events to HubSpot-led programs to Academy Bootcamps and Webinar Resources, this post will be updated regularly with ways to build skills and meet other folks in the ecosystem.

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Learn & Launch: Prospecting Agent Workshop in Virginia Beach
Thursday, July 16, 2026 | 1:00 PM – 3:00 PM EDT | Free In-Person Event
A hands-on HUG workshop where you'll build and activate Prospecting Agent in your own HubSpot portal, step by step — with a HubSpot expert in the room. You'll leave with a Prospecting Agent play configured and ready to deploy, personalized outreach drafts based on real buying signals, and a clear plan for scaling to more plays.

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Learn & Launch: Prospecting Agent Workshop in Fort Lauderdale
Thursday, July 16, 2026 | 5:00 PM – 7:00 PM EDT | Free In-Person Event
Same hands-on Prospecting Agent workshop, South Florida edition — hosted by Aptitude 8 at General Provision Downtown. Build your target segment, pick your prospecting motion, and get your first play live with expert support on the spot.

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AEO Blueprint: Your Roadmap for Showing Up in AI Search Results
Monday, July 21, 2026 | 2:00 PM – 3:00 PM EDT | Free Virtual Event
Built for HubSpot startups ready to take AEO seriously. This session baselines your AEO and visibility scores, hands you a blueprint for your biggest opportunities, and includes direct time with Head of AI Growth Kevin Barber to talk through your goals.

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The Top New HubSpot Features of 2026 for Home Builders (So Far)
Wednesday, July 30, 2026 | 3:00 PM – 4:00 PM EDT | Free Virtual Event
HubSpot has released hundreds of updates in 2026 — this session filters and ranks the ones that actually matter for homebuilder sales and marketing teams. Covers Smart Deal Progression, Breeze AI Customer Agent, AEO for communities, and more.

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HubSpot AI in Action: Turning Innovation into Business Results
Thursday, August 6, 2026 | 12:00 PM – 1:00 PM PDT | Free In-Person Event
The Orange County HUG explores how HubSpot's latest AI capabilities: AEO, Loop Marketing, Breeze Agents, and Breeze Assistant are helping businesses reduce friction and drive measurable growth. Featuring HubSpot's Maria Manuela Perez from the Global Contract Management Team.

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Customize Your HubSpot CRM for Usability
Thursday, August 6, 2026 | 1:00 PM – 2:00 PM CDT | Free Virtual Event
A CRM is only valuable if your team actually uses it. This Des Moines HUG session with Jillian Olson covers how to tailor record layouts, organize information the way your team works, and create focused experiences that drive adoption with a look at how HubSpot's AI tools can surface insights from calls, emails, and transcripts.

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Are you looking for other events where you can connect with HubSpot customers online and offline? Check out our HubSpot Events Calendar.

Not sure where to start? HubSpot Success Center is your one-stop home for getting the most out of HubSpot with resources to help you learn, connect with other users, and build solutions alongside HubSpot experts.


r/hubspot 14d ago

ICYMI: HubSpot's June Products 🚀

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3 Upvotes

June dropped a ton of updates across AI, the CRM and more here's your ICYMI:

💰 Introducing Revenue Hub
Quote to cash all in one place. Revenue Hub brings quoting, contracts, billing, and payments into HubSpot so that revenue context is unified with everything else a team already knows about their customers. Read about it here.

🎯 Custom Signals in Buyer Intent
You can now describe your ideal buyer triggers in plain English and HubSpot turns them into intent signals surfacing matching companies with cited sources, usable in segments, workflows, and lead scoring. Way more precise than the generic intent data most tools give you. More info

🔍 Actionable Global Search via Breeze
Search for a contact and Breeze now surfaces a summary + one-click next actions (like "Prepare for meeting" or "Draft a reply") right in the dropdown before you even open the record. Small thing that saves a surprising amount of clicks. More info

📋 Redesigned CRM Index Pages
New layout with instant view customization, conditional highlighting (Starter+), and an inline association table that expands associated records without clicking into each one. The kind of quality-of-life update that changes your daily workflow more than it sounds like it will. Learn more

🤖 Prospecting Agent now on all paid tiers
Previously locked to Sales Hub. Now any paid account can deploy it — including the new Seamless integration that finds net-new contacts matching your personas and drops them into the CRM with a pre-drafted outreach email ready to go. Find out more here.

🏷️ Breeze Projects: file uploads + team collaboration
Upload PDFs, docs, spreadsheets, and images directly to a project, pull in live CRM records as context, and share the whole thing with your team. It's a shared AI workspace now and you can Dive deeper here.

Some things worth keeping an eye on:

  • New HubSpot visual theme (available now)
  • Knowledge Vaults now support xlsx, csv, json, xml — agents can query tabular data directly
  • Multi-brand AI Customer Agents (Pro/Enterprise + Brands Add-on)

Which of these are you most excited about, or already testing?


r/hubspot 3h ago

Integrations Best email validation

2 Upvotes

Who has the best email validation for Hubspot? We currently use Zerobounce and I have been.... Less than impressed.

Usecases for us:

Validate email before send

Big bonus if we can add it to the Hubspot forms (zb has a form validation, but it only works with HS legacy forms, which we migrated off of more than a year ago).

If it has the ability to be added in a workflow that's even better!

I just had an email that we used ZB to validate the list July 1... We sent an email out this morning using that list (and specifically saying any invalid, smap trap, etc as the suppression list).... Hubspot stopped the send part way through because the bounce rate was nearly 8%. I contacted ZB support and they said their validation is only good for 72 hours... To prove my point I reran the SAME list in Zerobounce (pulled the list from the integration) and ZB has it 98% valid... The list size was 144k contacts so the cost was over $200 to prove a point.

We also have a HS workflow for any invalid, spam trap, catchall emails for ZB status to be removed from marketable contacts as well.


r/hubspot 11h ago

Being pitched Odoo vs HubSpot as a alt solution.

4 Upvotes

Seems their sales reps are as aggressive, too. Anyone here actually take the time to work inside of Odoo or, move data between them to see how comparable open-source is?


r/hubspot 4h ago

Looking for a few HubSpot users to beta test a new scheduling integration

1 Upvotes

I'm building a HubSpot integration for a scheduling tool. I'm looking for 3-5 HubSpot users who are willing to test it in a real account and give feedback.

HubSpot requires a few active installations before they'll approve a Marketplace listing.

The app and integration is free to use and quick to setup.


r/hubspot 12h ago

LinkedIn lead generation tool that connects to hubspot?

4 Upvotes

Hello everyone. My client and I are looking for possible apps to use for lead generation that integrate with HubSpot. Our focus is LinkedIn because that's where our ICP is. We've tried Trigify and Apollo, but they connect to so many platforms that we don't need (only LinkedIn). Preferably a tool that doesn't need to connect to LinkedIn. Do you guys have any suggestions?


r/hubspot 18h ago

Question How to improve website conversion rates for demo bookings in B2B SaaS without breaking lead routing and CRM integration?

6 Upvotes

We recently tried to simplify our demo booking flow and accidentally pushed a routing rule that sent all signups straight into the calendar, regardless of fit or region. For a short window, even enterprise leads were getting booked with the wrong owners. Marketing initially thought we had improved conversion rates, because demo bookings suddenly increased. But once we looked closer, a big chunk were duplicates, misrouted, or completely irrelevant meetings. The worst part is one of our highest priority target accounts went through the broken flow during that window.

Does anyone know how would we fix this?


r/hubspot 10h ago

Does my integration have what most marketers need?

1 Upvotes

I'm building a hubspot integration for an app that manages a kind of market intel and messaging brain that is always up to date. On that brain, one of many things it creates is campaigns. It creates a brief, drips, social posts, inofgraphics, PDFs, etc.

... The integration (for v1) creates a campaign and syncs these things to HS. The user can then swap to their preferred template, create a journey etc.

My question - is just creating the campaign and getting the content there, valuable enough for a v1? If not, what's missing?


r/hubspot 11h ago

What's the best HubSpot advice you ever got?

1 Upvotes

The tip, the reframe, the thing someone told you that stuck.


r/hubspot 1d ago

Hubspot has become too expensive for our business

12 Upvotes

We run a simple software business providing high-intent leads to our clients. We use HubSpot to manage our clients, but looking at our cost, it’s becoming harder and harder to justify using this tool.

Everything is now a paid upgrade. You pay them for license, and they try to sell you more stuff. It’s like the first payment was just a ticket to getting more bills!

Have more contacts? Send quotes from the CRM? Another payment. Not to mention the ridiculous commission they charge. It also seems to have gotten worse with every change/update they do.

I honestly don’t think Hubspot cares about small businesses like us. Their yearly contract is already expensive, and the rates just increase year after year.

Anyone else feel this way? I think we’re gonna start looking for alternatives once our contract ends.


r/hubspot 1d ago

What I learned building 20 smart properties in Breeze this week

7 Upvotes

Three hours, twenty smart properties, built the regular way, hand-written prompts pulling from company activity to enrich records automatically. Tools used, current stack, that kind of thing.

Checked each one as it was built, not after. Opened it up, looked at what source the answer actually came from, not just whether a value populated.

Good thing I did. Most of the problems were in properties sourced from transcripts and activities specifically. A rep name-drops a competitor's stack on a call, or an outbound email uses another customer as a proof point, and the model reads that mention and quietly assigns it to the company being enriched. Association isn't attribution. The activity being on the record doesn't mean the content is about that company.

Tried to fix the prompts myself first. Didn't hold. Tried it with Claude too. Same result.

What actually worked was going through Breeze's assistant one prompt at a time. Not one fix, twenty separate passes, since what each property needed to capture wasn't the same. Same underlying logic every time, different ask. Took a while, but got every single one to only pull from the right sources.

None of this was live. Nothing populated on a real record before it was caught, since it was all still in testing.

Worth saying plainly: an empty field tells you what you don't know. A wrong one tells you the wrong thing with total confidence, which is worse for anyone downstream trusting the field.

If you're building smart properties on activity-based sources, transcripts especially, check the source before you check the output. I'll drop the prompt structure that ended up working in the comments if anyone wants it.


r/hubspot 1d ago

HubSpot Landing Page Creation

11 Upvotes

Looking for a contractor that can help build some HubSpot landing pages quickly. Thx


r/hubspot 1d ago

AEO prompt limit

3 Upvotes

Setting up AEO for a client, where I oversee ~10 brands. Is the 50 prompt limit overall, or does that count reset by each brand? At this point, I'm not sure if all brands will be needing set up, but it'll be good to keep in mind. (Plus, I've kept this one close to the vest and haven't mentioned the feature to our users, who are laser-focused on their tasks and haven't explored AEO yet, and I know when I bring it up later this week the interest level is going to be high).

Any helpful tips RE: prompts & allotment of limits is so appreciated in advance!


r/hubspot 1d ago

Reporting Permissions/View

2 Upvotes

Is there a way to limit what a user can see in a report? For example, Sales Rep A should only be able to see their own numbers and not Sales Rep B's.

I tried setting the dashboard permission to View Only and filtering the report with Deal Owner = Me, but users can still edit the filter. They can't save the changes, but they can temporarily view other reps' data by changing the filter. Is there a way to prevent that?


r/hubspot 2d ago

Is anyone else experiencing HubSpot emails going to spam?

19 Upvotes

We have been Hubspot customers for years. However recently we have been having a lot of problems with inbox deliverability. We've had loads of back and forth with their technical support team and they are trying to blame our domain reputation, however nothing on our end has changed, eg same email subject, copy, images, customer type, etc.

We ran a test last week to review inbox placement, we sent an identical email from MailGun and from HubSpot. MailGun had a 94% inbox placement result with only 0.9% going to spam. HubSpot had a 47.7% inbox placement and 44.1% spam. HubSpot was also on 7 blocklists and is marked as spam in Google. I think it's fair to say the problem here is related to HubSpot and not our domain reputation.

Is anyone else dealing with this? If so how did you solve it? We're in a 2 year contract but I'm considering breaking it and moving to another tool because this is killing our email deliverability and impacting revenue.


r/hubspot 2d ago

Question Instagram integration

3 Upvotes

Is there an easy way hubspot can automatically send a PDF when someone comments a specific phrase in instagram or facebook and it will trigger in hubspot? Or we need a 3rd party app for this?


r/hubspot 2d ago

What's your most underrated HubSpot workflow tip?

6 Upvotes

Not just the obvious stuff, but the things that took you a while to figure out in HubSpot, or that you accidentally discovered and now can't imagine working without.

Could be a specific automation setup, a property trick, a reporting hack, whatever. What's yours?


r/hubspot 2d ago

Question How much time are you actually losing to CRM cleanup before every forecast?

8 Upvotes

Every month before our forecast review it’s the same ritual: pull the pipeline report, don’t trust it, spend half a day fixing the same handful of things before anyone senior looks at it. Stale deals, missing close dates, wrong stages, the usual

the part that gets me is it’s never a surprise. Same issues every single cycle, and I know I’m not the only one keeping a separate spreadsheet that I trust more than the actual HubSpot report, which kind of defeats the point of paying for the CRM.

So for the people running this every month: when you rebuild the numbers by hand before a forecast review, how long does it actually eat? And has anyone’s leadership ever gotten to the point of trusting the CRM number straight instead of the rebuild?

Trying to figure out if this is just the cost of doing business or if some teams have actually cracked it


r/hubspot 2d ago

multichannel orchestration & it's stopping the other channels when someone replies on one

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2 Upvotes

r/hubspot 2d ago

Anyone using HubSpot's AI tools to actually improve response timing in their sequences?

3 Upvotes

Been playing around with timing in HubSpot sequences and noticed how much send time actually moves the needle on open rates. Not just the obvious stuff like avoiding Monday mornings, but figuring out when a specific contact type is actually active based on their CRM history.

The AI features keep getting pushed in updates but I'm curious how people are using them past the surface level. The predictive send time feature specifically: does it pull from individual contact behavior or is it more of a broad average? I set it up for a few sequences and results were kind of all over the place, which made me wonder if you need a bigger sample size before it becomes useful.

Also wondering if anyone has connected this to deal stage timing. The right message at the wrong point in the buying cycle is basically wasted, and HubSpot has enough data in there that it feels like it should be smarter about this by now.

Curious if anyone has gotten this working in a way that feels less like guesswork. The tools are there but the setup logic isn't always obvious from the docs.


r/hubspot 2d ago

The biggest mistake HubSpot consultants make isn’t technical. It’s communication

0 Upvotes

You can know every workflow, every property, every automation inside HubSpot.
You can build the cleanest CRM architecture anyone has ever seen.
None of that matters if your client doesn’t understand why it matters.
Most clients don’t care about:
Workflows
Custom properties
Associations
Complex automation logic
They care about outcomes.
Instead of saying:
“I built an automated lifecycle workflow with custom properties.”
Say:
“Your team won’t have to manually follow up anymore. HubSpot will remind the right person automatically.”
Same solution.
Completely different impact.
I’ve learned that clients don’t buy automation.
They buy:
Time saved
Fewer mistakes
More revenue
Better visibility
Peace of mind
The more technical you become, the more important it is to simplify your language.
If a client can explain your solution to their CEO after one meeting, you’ve done your job well.
How do you explain complex HubSpot solutions to non-technical clients?


r/hubspot 3d ago

Urgent: I need a (HubSpot) adult ASAP for help.

21 Upvotes

Dearest HubSpot experts,

I need to meet with a HubSpot power user to help me fix issues/make sense of my portal.

If you are a super excellent, total HubSpot Geek who has a couple hours today (July 20 in North America time) or tomorrow (July 21) before 1pm EST, DM me. Doesn’t matter where in the world you are, as long as you can meet me.

I will pay the going rate for a couple hours of your time.

The issue:

I came back from an extended leave at the company and the portal is a mess. My company has a major event this weekend (July 25-26) and we are nowhere near ready.

Bonus points if you have experience working in B2C virtual or in-person events-based environments, use Marketing Events and rely on third party payment processors (not HubSpot payments).

I was very up to speed with HubSpot until I went on leave and now a LOT is different, which is fine but the portal is a mess. The people who took over meant well but they let things get out of control and now….

I need an adult.

DM if interested/available!!!


r/hubspot 3d ago

Any HubSpot Messaging Providers That Actually Support Group MMS?

3 Upvotes

Looking for a HubSpot messaging provider that supports true group MMS (3+ participants), not just 1-to-1 SMS.

Ideally, the conversation would be associated to all participants in HubSpot the same way an email with multiple recipients is logged to multiple contact records, except for MMS/group messaging.

Our support and sales teams regularly text multiple contacts from the same customer in a single conversation. We need it to work like iPhone Messages or Google Messages, where everyone is in the same thread and replies go to the group.

We've tested Salesmsg and it failed miserably.

Bonus points if the solution also supports RCS or has it on the roadmap.

Has anyone found a provider that actually does this well in HubSpot? Or is this fundamentally a HubSpot limitation?


r/hubspot 3d ago

Question How are you using programmable email / custom modules in HubSpot? Looking for real use cases

3 Upvotes

I work in CRM and marketing automation and spend a lot of time building email journeys in HubSpot. Lately I've been going deeper into programmable email (HubL in emails) and custom email modules, and I'm curious what other people are actually doing with it.
Also curious about the downsides. Rendering issues across clients, maintenance overhead, anything that made you regret going programmable.


r/hubspot 3d ago

trying to configure deal board cards

1 Upvotes

the ai chat and all online documentation keep referencing a deals/configure icon that i press and click edit to add new fields into the cards view, but this doesn't exist. even the AI admits that the view i'm on doesn't have ability to edit the cards view to add/remove fields. anyone have success in doing this?