284 Sales Hub Articles
Draft and Edit Scheduled One-to-One Emails in HubSpot
HubSpot now lets you save one-to-one emails as drafts and edit scheduled emails before they send. Here's what changed, how to use it, and who benefits most.
April 15, 2026
Caller ID for HubSpot Numbers: Register Your Business Name on Outbound Calls
HubSpot now lets U.S. users register Caller ID on their HubSpot phone numbers so prospects see your business name instead of an unknown number. Here's how to se
April 14, 2026
Column-Level Filtering: Filter CRM Records From the Header
HubSpot's column-level filtering lets you filter CRM records directly from column headers. No more digging through menus. Here's what changed and how to use it.
April 14, 2026
HubSpot Notetaker with Smart Deal Progression: The 2026 Update (and the July 31 Deadline You Can't Ignore)
HubSpot's Smart Deal Progression auto-updates deals after every call, now with external sharing, per-human translation, and a July 31, 2026 data-model change. Here's what to do before the deadline.
April 14, 2026
Toll-Free Number Porting: Bring Your 800 Number Into HubSpot
HubSpot now lets you port existing toll-free numbers (800, 888, 877) into your account. Keep your brand number and run all calls natively in HubSpot.
April 14, 2026
Transfer Calls from Customer Agent to IVR
HubSpot's new call transfer feature lets you route Customer Agent calls to your IVR. Here's how to set it up and who benefits most.
April 14, 2026
Breeze Assistant Is Now Built Into HubSpot Mobile
Breeze Assistant is now built into HubSpot Mobile. Get AI-powered CRM answers, voice dictation, and synced chat history anywhere. Here's how to use it.
April 13, 2026
Create Associations Between Records Based on Existing Associations
HubSpot's Create Association workflow action now targets related records automatically. Here's what changed and how to set it up.
April 13, 2026
HubSpot Connector for Microsoft 365 Copilot: Private Beta
HubSpot's new Microsoft 365 Copilot connector lets sales, service, and CS teams query HubSpot data inside Teams and Copilot Chat. Here's what it does and how to
April 13, 2026
HubSpot Product Bundles: Build Once, Quote Faster Every Time
HubSpot's new product bundles let you group items once and insert them with one click. Here's what it does, who it's for, and how to set it up today.
April 13, 2026
Sync Recurring Meetings to HubSpot: Full Calendar Sync Is Here
Sync recurring meetings to HubSpot CRM records. Here's what changed, how to set it up, and which teams benefit most from this beta feature.
April 13, 2026
The Complete HubSpot Portal Audit Checklist: What Every Admin Should Review (Plus Our Free Template)
70+ checklist items to audit your HubSpot portal. Covers every hub, workflows, integrations, data quality, and the red flags we see in every audit.
April 6, 2026
Shared Data Is the Quiet Superpower of Marketing Hub, and Most Teams Never Unlock It.
Why your HubSpot shared data isn't paying back across the business. Three locks keep the superpower sealed shut. Here's how to unlock them.
April 5, 2026
The Real HubSpot Onboarding Timeline (No Sugarcoating)
Real HubSpot onboarding takes 90-120 days, not what they promise. Get the honest phase-by-phase timeline from implementations since 2013.
March 31, 2026
Edit Paid Invoices Without Starting Over in HubSpot
HubSpot now lets you edit balance-changing properties on paid invoices. Learn what changed, how to enable it, and who benefits most from this Commerce Hub updat
March 31, 2026
HubSpot Sales Workspace + Community Thoughts and Walkthrough
HubSpot's April 27 sales workspace changes everything. Learn what you'll gain, lose, and how to prepare your team for the transition.
March 31, 2026
Four Proven Techniques for Creating Content That Actually Sells
Master 4 proven techniques for compelling sales content. Use audience research, storytelling, and personalization to convert prospects.
March 29, 2026
4 Proven Strategies to Onboard New Sales Reps Like a Pro
Learn how to onboard new sales team members effectively with structured plans, training, mentorship, and clear goals for faster success.
March 26, 2026
How to Align Sales and Marketing Teams for Better Results
Learn proven strategies to unite your sales and marketing teams, align goals, and unlock remarkable business results together.
March 24, 2026
Enhance Your Sales Strategy: How to Utilize Deal Tags in HubSpot for Better Deal Prioritization
Discover the power of deal tags in HubSpot to streamline your sales process. Learn how to create and apply deal tags based on specific criteria to...
March 21, 2026
Stop The Back-And-Forth: Create HubSpot Meeting Links In Minutes
Learn how to create and share HubSpot meeting links to eliminate scheduling emails and save time coordinating with prospects and clients.
March 20, 2026
How To Measure Sales Enablement Success With The Right Metrics
Learn how to track, measure, and analyze sales enablement efforts. Set KPIs that drive real results and continuous improvement.
March 14, 2026
Solutions Selling in 2024: How to Move Beyond Features and Solve Real Problems
Learn proven solutions selling strategies from HubSpot expert Christopher Barnett. Move beyond features to solve customer pain points.
March 14, 2026
Meetings in Workflows: Automate What Happens After Every Meeting Booked
HubSpot Meetings in Workflows lets you trigger automations the moment a meeting is booked. Here's what it does, how to set it up, and who benefits most.
March 12, 2026