HubSpot insights and guides

Notes from the rep's chair

Guides on HubSpot implementation, ERP integration, and keeping your data clean, written by the people who build it.
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Diagram: an inbox filtered so only some senders become HubSpot contacts
Data & architecture
Before you turn on HubSpot email sync, decide who becomes a contact
Diagram: a won deal moving to a later pipeline stage
Pipelines & reporting
Your Closed Won stage is lying
Diagram: tall hatched pipeline bars beside shorter solid ones
Pipelines & reporting
Your HubSpot pipeline says millions. Most of it isn't real.
Diagram: a grid of sixteen cards with one highlighted
Implementation
16 HubSpot problems owners bring us, and what fixes each one
Diagram: the sales pipeline comes first, the ERP integration second
ERP integration
Your ERP integration is Phase 2
Diagram: an ERP report and a HubSpot dashboard showing different totals
ERP integration
Why your HubSpot revenue doesn't match your ERP report
Diagram: a locked code step in a HubSpot workflow next to its upgraded version
Data & architecture
HubSpot custom code actions on Node.js 20: what changes November 17
Diagram: a quote with an add-on picker that filters options, next to a rep’s phone
Pipelines & reporting
When HubSpot’s native quotes aren’t enough
Diagram: an ERP screen synced with a HubSpot record
ERP integration
Your new ERP has a CRM. Do you still need HubSpot?
Diagram: a HubSpot record stays in place while the sync moves from the old ERP to the new one
ERP integration
Replacing your ERP? What to do with HubSpot first
Illustration of a portal checklist with one path to a fixed portal and a faded path to a new CRM
Implementation
Should you switch CRMs or fix HubSpot?
Illustration of before and after cohort bars with the build month excluded
Pipelines & reporting
What to measure after HubSpot go-live, and the numbers that mislead
Illustration of a phone placing an order that syncs two ways with an ERP database
ERP integration
HubSpot for outside sales reps: what works on mobile and what doesn’t
Illustration of a territory sheet feeding one lookup that assigns a lead to the right rep
Pipelines & reporting
How to route HubSpot leads by territory
Illustration of three HubSpot plan tiers with the middle tier highlighted
HubSpot setup
Which HubSpot plan does a sales team need?
Illustration of a parent company linked to three child companies
Healthcare
How to build parent-child companies in HubSpot from NPI numbers
Illustration of calendar invites splitting into duplicate HubSpot tickets
Data & architecture
HubSpot duplicate tickets from calendar invites: the fix
Illustration of a HubSpot audit checklist with one failing check
Data & architecture
HubSpot audit checklist: 16 checks and the pass marks we use
Three CRM options side by side, one connected to an ERP server
ERP integration
Best CRM for distributors: HubSpot, ERP CRMs, and distribution CRMs compared
Illustration of an on-premises ERP server moving to the cloud on a set date
ERP integration
Epicor is ending on‑premises Prophet 21: dates, Eclipse, and your integrations
Illustration of a HubSpot record the team skips while work flows to a spreadsheet
Implementation
Why your sales team doesn't use HubSpot, and how to fix it
Illustration of patient records next to a security shield with a lock
Healthcare & HIPAA
How to set up HubSpot for HIPAA compliance
Illustration of patient records next to a security shield with a lock
Healthcare & HIPAA
HubSpot and HIPAA: What you still can’t do with a BAA in place
Illustration of an ERP server syncing records with a HubSpot record
ERP integration
Best HubSpot partners for industrial distributors and manufacturers (2026)
Illustration of an ERP server syncing records with a HubSpot record
ERP integration
Which ERP CRM integration fits a distributor?
Illustration of an ERP server syncing records with a HubSpot record
ERP integration
What is Epicor Prophet 21, and why do distributors add HubSpot?
Illustration of stacked layers representing a HubSpot build
Implementation
What is HubSpot Sales Hub?
Illustration of stacked layers representing a HubSpot build
Implementation
HubSpot Operations Hub, now Data Hub: what it does and when you need it
Illustration of stacked layers representing a HubSpot build
Implementation
HubSpot onboarding checklist for B2B teams
Illustration of stacked layers representing a HubSpot build
Implementation
HubSpot implementation vs onboarding: What’s the difference and why it matters
Illustration of stacked layers representing a HubSpot build
Implementation
How much does HubSpot implementation cost?
Illustration of connected data objects in a CRM schema
Data & architecture
Why you must standardize your HubSpot data before you deduplicate
Illustration of connected data objects in a CRM schema
Data & architecture
HubDB vs custom object vs custom event vs property
Illustration of stacked layers representing a HubSpot build
Implementation
HubSpot chatbot vs Customer Agent: which one to use
Illustration of a deal pipeline board with stage columns
Pipelines & reporting
How to build a HubSpot sales pipeline that actually works
Illustration of a deal pipeline board with stage columns
Pipelines & reporting
SaaS sales pipeline stages in HubSpot: the five-stage setup we use
Illustration of connected data objects in a CRM schema
Data & architecture
HubSpot lead source attribution: split one field into two
Illustration of connected data objects in a CRM schema
Data & architecture
HubSpot Lead Status vs the Lead object: which to use
Illustration of a deal pipeline board with stage columns
Pipelines & reporting
Renewals, expansions and churn in HubSpot: how to track NRR