Sidekick Strategies
Events
Contact UsSchedule a Strategy Call

Operations Hub

Clean data, powerful automation, and seamless integrations with HubSpot Operations Hub. RevOps strategies that actually work.

56 articles

Wake Up Customer Platform: HubSpot Updates for February 2026

Wake Up Customer Platform: HubSpot Updates for February 2026

Discover the latest HubSpot updates, including enhanced Salesforce company object sync and AI-powered property validations with Breeze, ensuring cleaner CR

HubSpot CRMOperations HubAI & Technology

March 25, 2026

A NERDY HubSpot Rerecord Customization Conversation Part 1

A NERDY HubSpot Rerecord Customization Conversation Part 1

Learn how to customize HubSpot records to match your business needs, reduce clutter, and improve team efficiency. Discover practical tips for better...

HubSpot CRMOperations HubRevOps

March 11, 2026

HubSpot Payments And Zaybra HubSpot Integration: Cost, Historical Hurdles, Revenue Ideas, And More

HubSpot Payments And Zaybra HubSpot Integration: Cost, Historical Hurdles, Revenue Ideas, And More

Explore HubSpot Payments and Zaybra integration for collecting money online. Learn about costs, historical hurdles, and revenue-generating ideas.

HubSpot CRMSales HubOperations Hub

February 23, 2026

Time to Talk About AI: The Unified Customer View and AI-Native Revenue Engine

Time to Talk About AI: The Unified Customer View and AI-Native Revenue Engine

Explore how an AI-native revenue engine, built on a unified customer view, transforms operations and empowers human judgment with AI capabilities.

AI & TechnologyRevOpsOperations Hub

February 18, 2026

HubSpot Updates: Chat About Recurring Meetings, Account Cleanup, and Buyer Details in Quotes

HubSpot Updates: Chat About Recurring Meetings, Account Cleanup, and Buyer Details in Quotes

This HubSpot Updates episode covers new features including syncing recurring meetings, account cleanup tools, and capturing buyer details directly within q

HubSpot CRMSales HubOperations Hub

February 10, 2026

From Churn to Growth: Fixing Common Post-Sales Challenges with HubSpot

From Churn to Growth: Fixing Common Post-Sales Challenges with HubSpot

Struggling with post-sales churn? Learn actionable strategies to align your teams, clean up data, and leverage HubSpot for customer retention and growth …

Service HubOperations HubRevOps

February 9, 2026

The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer

The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer

Discover how AccountScout enhances HubSpot company records with 22 data points, solving the challenge of missing company insights after HubSpot's changes.

HubSpot CRMData & ReportingOperations Hub

February 4, 2026

Build Smarter HubSpot Assistants With Knowledge Vaults

Build Smarter HubSpot Assistants With Knowledge Vaults

Discover how to enhance your HubSpot assistants with Knowledge Vaults, segments, and custom agents, turning curiosity into actionable insights...

AI & TechnologyHubSpot CRMOperations Hub

February 3, 2026

Time to Talk About HubSpot Updates!

Time to Talk About HubSpot Updates!

Discover the latest HubSpot updates, including enriched Slack link previews, redesigned approval settings, and a new export history retention policy.

HubSpot CRMOperations HubData & Reporting

January 17, 2026

Execution Is King: The Three-Step Rule for Ideas That Actually Happen

Execution Is King: The Three-Step Rule for Ideas That Actually Happen

Learn the Three-Step Rule to turn great ideas into actionable results and avoid the pitfalls of poor execution in your business or team.

Leadership & CultureOperations Hub

January 9, 2026

HubSpot Updates: Permissions, App Installs, and Data Connectors

HubSpot Updates: Permissions, App Installs, and Data Connectors

This HubSpot Updates episode covers new features including managing permissions on line item properties, testing app install flows, and a native Azure Syna

HubSpot CRMOperations HubData & Reporting

January 4, 2026

From Churn to Growth: Fixing Common Post-Sales Challenges with HubSpot (Clone)

From Churn to Growth: Fixing Common Post-Sales Challenges with HubSpot (Clone)

Struggling with post-sales churn? Learn actionable strategies to align your teams, clean up data, and leverage HubSpot for customer retention and growth …

HubSpot CRMService HubOperations Hub

December 16, 2025

Alana Lovett-Griffin: Peaceful Leadership in Partner Ops | Women of HubSpot

Alana Lovett-Griffin: Peaceful Leadership in Partner Ops | Women of HubSpot

Discover how Alana Lovett-Griffin leads with heart and values at HubSpot, empowering her team while prioritizing rest and authenticity.

Leadership & CultureHubSpot CRMOperations Hub

November 8, 2025

Women of HubSpot: Lica Wouters on Human-Centered Ops

Women of HubSpot: Lica Wouters on Human-Centered Ops

Lica Wouters shares her journey from film to AI, emphasizing grit, empathy, and collaboration in building successful AI-driven business systems.

AI & TechnologyLeadership & CultureOperations Hub

November 4, 2025

Sarah Lane-Hawn: Human Before Tech, Courage Before Titles, and Systems that Actually Serve

Sarah Lane-Hawn: Human Before Tech, Courage Before Titles, and Systems that Actually Serve

Sarah Lane-Hawn's journey highlights human-centered operations, courage, and smarter automation in B2B. Discover how she transforms challenges into...

Leadership & CultureOperations HubAutomation & Workflows

October 7, 2025

Women of HubSpot: Courtney Sembler on Building Ops That Help Humans Flourish

Women of HubSpot: Courtney Sembler on Building Ops That Help Humans Flourish

Courtney Sembler discusses building operations that empower human growth, emphasizing customer education, resilience, and leadership in HubSpot's...

HubSpot CRMOperations HubLeadership & Culture

October 1, 2025

HubSpot AI Agents: The Practical Guide to Less Busywork and More Human Work

HubSpot AI Agents: The Practical Guide to Less Busywork and More Human Work

Are HubSpot AI Agents worth it for CRM automation? See how they cut busywork, speed up responses, and make customer experiences feel personal at scale…

AI & TechnologyHubSpot CRMAutomation & Workflows

September 25, 2025

Why Data Hygiene Is the Unsung Hero of HubSpot Success with Jess Palmeri

Why Data Hygiene Is the Unsung Hero of HubSpot Success with Jess Palmeri

Discover why data hygiene is crucial for HubSpot success. Learn how clean data supports accurate reports, better marketing decisions, and a seamless...

HubSpot CRMOperations HubData & Reporting

September 13, 2025

How HubSpot Lead Scoring Can Transform Inbound Recruiting With Richard Rothstein

How HubSpot Lead Scoring Can Transform Inbound Recruiting With Richard Rothstein

Discover how HubSpot lead scoring can revolutionize your inbound recruiting process, saving time and making hiring smarter and more personalized.

HubSpot CRMInbound MarketingOperations Hub

September 13, 2025

The Ultimate Guide to HubSpot CRM Multi-Object Imports

The Ultimate Guide to HubSpot CRM Multi-Object Imports

Ready to learn how to streamline your CRM data management with HubSpot's multi-object import feature? Import contacts and companies in one...

HubSpot CRMOperations HubAutomation & Workflows

September 13, 2025

HubSpot Portal Cleanliness Guide: HubSpot Super Admins to the Rescue!

HubSpot Portal Cleanliness Guide: HubSpot Super Admins to the Rescue!

Clean up every HubSpot Hub with this portal cleanliness guide. CRM hygiene, Marketing, Sales, Service, Commerce, and Ops cleanup steps for Super Admins.

HubSpot CRMOperations HubAutomation & Workflows

August 20, 2025

HubSpot Sandbox Updates for 2025: Grab Your Shovel & Your Sandcastle Bucket!

HubSpot Sandbox Updates for 2025: Grab Your Shovel & Your Sandcastle Bucket!

Still testing in your live HubSpot portal? We break down what sandboxes are, when to use them, and how they reveal deeper gaps across your business...

HubSpot CRMOperations HubAutomation & Workflows

August 18, 2025

Customizing HubSpot Records: Why Now’s the Time to Go All In

Customizing HubSpot Records: Why Now’s the Time to Go All In

Still dealing with cluttered, unusable HubSpot records? We break down how record customization can transform adoption, clarity, and team alignment across your CRM...

HubSpot CRMOperations HubData & Reporting

August 7, 2025

3 Epic Nerdy HubSpot Commerce Hub Updates with Chad Hohn

3 Epic Nerdy HubSpot Commerce Hub Updates with Chad Hohn

Is HubSpot Commerce Hub finally ready for serious B2B and SaaS use? We break down new features, major pain points, and what's next with payments and billing...

HubSpot CRMOperations HubRevOps

July 21, 2025

The Rise of the T-Shaped HubSpot Super Admin

The Rise of the T-Shaped HubSpot Super Admin

What does it take to become a T-Shaped HubSpot Super Admin who drives growth and alignment? Discover how to balance broad knowledge with deep...

RevOpsOperations HubAutomation & Workflows

May 8, 2025

The Future of B2B Commerce: HubSpot Commerce Hub’s Biggest Updates Yet

The Future of B2B Commerce: HubSpot Commerce Hub’s Biggest Updates Yet

What’s next for HubSpot Commerce Hub and CPQ? Jack Coopersmith and Adam Wainwright break down the latest updates, new capabilities and where it’s headed...

RevOpsSales HubOperations Hub

March 10, 2025

The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer

The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer

Discover how AccountScout enriches HubSpot data with 22 key company properties, ensuring accurate, real-time insights for smarter sales and...

HubSpot CRMOperations HubRevOps

February 25, 2025

The HubHeroes 2025 HubSpot Wishlist: Features, Hubs, Expansions, + More

The HubHeroes 2025 HubSpot Wishlist: Features, Hubs, Expansions, + More

What’s on your HubSpot wish list? From SEO tools to AI integrations and e-commerce dreams, we explore what HubSpot could build next—and why it matters…

HubSpot CRMAI & TechnologySEO

January 22, 2025

What HubSpot Users Should Be Thinking About in 2025 + Beyond

What HubSpot Users Should Be Thinking About in 2025 + Beyond

What should HubSpot users focus on in 2025? From overlooked tools to AI risks and human-centric systems, this episode covers what you need to know…

HubSpot CRMAI & TechnologyOperations Hub

January 14, 2025

How to Become a Master HubSpot of Development with Nicole Casares of HubSpot

How to Become a Master HubSpot of Development with Nicole Casares of HubSpot

Struggling with HubSpot development? Learn Nicole Casares’ expert tips on building streamlined solutions, avoiding pitfalls, and maximizing efficiency…

HubSpot CRMCMS HubOperations Hub

December 13, 2024

100th Episode: HubSpot Breeze AI + Co-Pilot Mindsets, Strategies, + Tactics

100th Episode: HubSpot Breeze AI + Co-Pilot Mindsets, Strategies, + Tactics

Think AI is too complex for your team? Find out how Breeze AI and Co-Pilot simplify workflows and supercharge your HubSpot setup…

HubSpot CRMAI & TechnologyAutomation & Workflows

November 5, 2024

HubSpot Operations Hub Deep-Dive with Chad (Pros, Cons, Use Cases + More)

HubSpot Operations Hub Deep-Dive with Chad (Pros, Cons, Use Cases + More)

Is CRM chaos costing you deals and lost clients? Find out how HubSpot Ops Hub can bring order, automation, and alignment to your data, and revenue...

Operations HubAutomation & WorkflowsHubSpot CRM

October 29, 2024

How the Top 10% Use HubSpot to Activate Data + Drive Growth in 2024 (with Jonathan Burg)

How the Top 10% Use HubSpot to Activate Data + Drive Growth in 2024 (with Jonathan Burg)

Want to master HubSpot like the top 10%? Learn how to use data activation, AI, and a simplified tech stack to optimize your workflow and drive actual...

HubSpot CRMAI & TechnologyData & Reporting

October 21, 2024

HubSpot Automation: Drive Growth, Save Time, + Empower Your Teams with Workflows

HubSpot Automation: Drive Growth, Save Time, + Empower Your Teams with Workflows

Is HubSpot automation working for you or against you? Learn how to organize workflows, avoid costly mistakes, and build automations that make your teams...

Automation & WorkflowsHubSpot CRMOperations Hub

September 9, 2024

Cleaning Up Dirty Data with HubSpot Data Hygiene

Cleaning Up Dirty Data with HubSpot Data Hygiene

Is your HubSpot CRM a nightmare of duplicates and random workflows? Learn how HubSpot data hygiene can fix those problems and boost leads, sales, and ...

HubSpot CRMOperations HubAutomation & Workflows

August 27, 2024

Top 7 HubSpot Data Hygiene Practices + Tools to Save You Time + Money (+ VIDEO)

Top 7 HubSpot Data Hygiene Practices + Tools to Save You Time + Money (+ VIDEO)

Wondering why your HubSpot campaigns are underperforming? Dirty data might be the culprit. Learn how to fix it and optimize your HubSpot CRM portal…

HubSpot CRMData & ReportingOperations Hub

August 20, 2024

Master HubSpot Data Hygiene: The Super Admin’s Guide to a Squeaky-Clean CRM

Master HubSpot Data Hygiene: The Super Admin’s Guide to a Squeaky-Clean CRM

Frustrated with messy HubSpot CRM data? Looking to optimize your tools? Learn the secrets to effective data hygiene and tools auditing for Super Admins...

HubSpot CRMData & ReportingOperations Hub

August 15, 2024

Do You Need a Dedicated HubSpot Super Admin for Your Business?

Do You Need a Dedicated HubSpot Super Admin for Your Business?

Why is having a dedicated HubSpot Super Admin crucial for optimizing your HubSpot usage? You might be surprised to learn how much ROI this one role ...

HubSpot CRMInbound MarketingOperations Hub

July 24, 2024

The Rise of the Dedicated HubSpot Super Admin

The Rise of the Dedicated HubSpot Super Admin

Do you need a HubSpot Super Admin? Or can you still get by with a marketer who has HubSpot delegated to them as a portion of their duties? Let's talk ...

HubSpot CRMOperations HubLeadership & Culture

June 12, 2024

Demystifying HubSpot Operations Hub + Who Is Responsible for Operations?

Demystifying HubSpot Operations Hub + Who Is Responsible for Operations?

Why is HubSpot Operations Hub is so confusing? Who is actually responsible for your company's operations? We tackle these questions and more this week ...

Operations HubHubSpot CRMRevOps

May 29, 2024

Optimize Your CRM: Creating an Active Customer List in HubSpot with Lifecycle and Status Properties

Optimize Your CRM: Creating an Active Customer List in HubSpot with Lifecycle and Status Properties

nhance your CRM strategy by learning how to create a dynamic customer list in HubSpot, utilizing lifecycle stages and status properties. This guide...

HubSpot CRMOperations Hub

February 7, 2024

Maximizing Growth with HubSpot Commerce Hub: A Game-Changer for Modern Businesses

Maximizing Growth with HubSpot Commerce Hub: A Game-Changer for Modern Businesses

Don't know what or how the HubSpot Commerce Hub is revolutionizing online payments and e-commerce for modern businesses? Streamline your...

HubSpot CRMRevOpsOperations Hub

December 21, 2023

Optimize Your CRM: Customizing Contact Record Panels in HubSpot for Enhanced Data Visibility

Optimize Your CRM: Customizing Contact Record Panels in HubSpot for Enhanced Data Visibility

Discover how to tailor your HubSpot contact records by customizing the left, middle, and right side panels. This guide walks you through adding a custom...

HubSpot CRMOperations HubData & Reporting

December 20, 2023

Streamline Your CRM: Mastering Association Labels in HubSpot for Effective Contact Management

Streamline Your CRM: Mastering Association Labels in HubSpot for Effective Contact Management

Learn how to enhance your CRM strategy by utilizing Association Labels in HubSpot. This guide provides a step-by-step process to create and apply custom...

HubSpot CRMOperations Hub

December 19, 2023

HubSpot Commerce Hub Part II: This Time It's Personal ... and Invoiced

HubSpot Commerce Hub Part II: This Time It's Personal ... and Invoiced

What do great CPQ (configure, price, quote) processes look like in HubSpot? What makes HubSpot payments better than other platforms? In this exclusive ...

HubSpot CRMRevOpsOperations Hub

November 28, 2023

Enhance Your HubSpot Experience: Mastering Custom and Calculation Properties

Enhance Your HubSpot Experience: Mastering Custom and Calculation Properties

Unlock the full potential of HubSpot with our comprehensive guide on creating and utilizing custom and calculation properties. Learn how to refine your...

HubSpot CRMOperations HubData & Reporting

November 7, 2023

Data Hygiene and What You Need to Know with Jessica Palmeri

Data Hygiene and What You Need to Know with Jessica Palmeri

Ready to discover the power of data hygiene in marketing and sales? Learn how to maintain a clean CRM database, align marketing and sales teams, and...

HubSpot CRMOperations HubRevOps

August 24, 2023

The ultimate HubSpot Workflows-a-palooza crash course: the good, the bad, and the ugly

The ultimate HubSpot Workflows-a-palooza crash course: the good, the bad, and the ugly

What are the top best practices to crush it with HubSpot Workflows? And how do you deal with a messy HubSpot Workflows portal you inherited? The keys to...

Automation & WorkflowsMarketing HubOperations Hub

June 13, 2023

What is the HubSpot Apps Marketplace?

What is the HubSpot Apps Marketplace?

What is the HubSpot Apps Marketplace? We'd wager most of you may have heard of it, but likely have a distorted view of how powerful HubSpot apps can be...

HubSpot CRMOperations HubVideo & Podcasting

April 11, 2023

Do you need an in-house HubSpot Super Admin?

Do you need an in-house HubSpot Super Admin?

When you want to squeeze every last drop of ROI juice out of HubSpot, how do you know when it's time to hire a dedicated HubSpot Super Admin? What's the...

HubSpot CRMOperations HubRevOps

March 1, 2023

What is HubSpot Operations Hub? Feat. Nick Carbone

What is HubSpot Operations Hub? Feat. Nick Carbone

What is the HubSpot Operations Hub? Is it worth the money? Do you need a developer to make it work for you? This data-packed episode is a must-listen if...

Operations HubAutomation & WorkflowsRevOps

January 17, 2023

How to setup HubSpot property groups (super easy video tutorial)

How to setup HubSpot property groups (super easy video tutorial)

What is the fastest and most powerful way to streamline your HubSpot portal so you can get better results? Setting up HubSpot property groups, which you...

HubSpot CRMOperations HubRevOps

January 4, 2023

HubSpot GDPR: Are you making this big mistake? (video tutorial)

HubSpot GDPR: Are you making this big mistake? (video tutorial)

What are HubSpot's GDPR compliance options? What do you do if you can no longer send messages to your contacts in HubSpot with GDPR enabled? In this ...

HubSpot CRMEmail MarketingOperations Hub

January 3, 2023

What's a HubSpot Solutions Architect? Do you need one?

What's a HubSpot Solutions Architect? Do you need one?

A HubSpot Solutions Architect determines if what a business wants to do in HubSpot is feasible. But what the heck does that mean ... and do you need one?

HubSpot CRMOperations Hub

October 17, 2022

HubSpot custom properties, objects, and groups 101 + best practices

HubSpot custom properties, objects, and groups 101 + best practices

Undeniably powerful, yet woefully misunderstood, HubSpot custom properties, objects, and groups are the building blocks everyone must master.

HubSpot CRMOperations HubAutomation & Workflows

September 20, 2022

Powerful Free Email Signature Generator by HubSpot & Others

Powerful Free Email Signature Generator by HubSpot & Others

Are you looking for an easy way to generate an email signature for yourself and other teammates? Then this tutorial on the HubSpot email generator will ...

Email MarketingOperations HubHubSpot CRM

June 3, 2022