HubSpot Guides
Guides and resources to help you get up to speed with tools, processes, and company workflows.
This procedure explains how to send emails using the subdomain address (stankruss@mailer.expocentric.com.au) in both Mailchimp and HubSpot, and…
This procedure outlines how to determine the correct lead source for each contact, how to verify attribution, and…
This procedure outlines how to create parent-child company associations, apply labels, and use filters to identify hierarchical company…
This document outlines the proposed shared calling setup using HubSpot Calling. It describes how outbound and inbound calls…
This template provides a consistent structure for documenting business procedures. It ensures all SOPs follow the same format,…
This procedure explains how to manually create a company record in HubSpot, what mandatory fields must be completed,…
This procedure explains how to identify duplicate contacts using HubSpot's duplicate management tool, how to assess whether two…
This document proposes a full AI-driven workflow to streamline lead sourcing, enrichment, outreach, and CRM updates. It integrates…
This procedure explains how to manually create contacts, import contacts in bulk, and ensure proper association with companies.…
This procedure outlines how to connect personal email accounts to HubSpot, disable inbox automation, and log emails manually…
This procedure explains how to create deals from the Deals home page or directly from a contact record.…
This procedure outlines how to create tasks from the main navigation or directly from a contact, company, or…