r/hubspot

I am researching on how much time do people spend on updating the data.
This is what so far I know

-An average rep spends 10-15 mins after a call. (time depends on the type of service)
-People who use AI in their workflow are concerned about AI adding data on its own. So they don't prefer 100% automation. Instead they would like something that can reduce their time while keeping the quality of data same.
-As the data grows, the managing becomes more time taking and mentally exhausting.

Do you feel like there was a solution to it?

I have a situation whereby a Sales Director wants reps to reopen closed lost deals when they come back, versus creating a new deal. I think this is terrible hygiene and creates knock on effects of extending sales cycles. They say 'HubSpot stores deal revival rate so it doesn't matter'. Who is right?!

Did HubSpot start to ACH my account directly when didn’t give them the info or permission to do so…

Hi. I'm looking for some advice from anyone who's dealt with HubSpot billing before.

We're a small UK business and only use HubSpot as a simple CRM. We don't use the Professional features at all. We are struggling finiancially at t he minute and need to cut back all spending.

We've asked to downgrade back to the Free CRM (or even Starter), but HubSpot have told us we're committed until June 2027 and cannot downgrade before then, despite being billed monthly.

Their latest response says hardship cases are only considered with supporting financial evidence, and the reply itself appears to have been AI-generated rather than coming from someone who has actually reviewed our situation.

Has anyone here:

• Successfully negotiated an early downgrade?
• Been able to speak with someone who had authority to make an exception?
• Had a hardship request approved?
• Found another route that actually worked?

We're not trying to get something for nothing—we simply want to pay for the level of service we actually use. We are also perpared to leave Hubspot altogether if required.

Any experiences or suggestions would be hugely appreciated.

Nothing humbles you faster than asking ""has anyone talked to this deal lately?"" and getting complete silence on a Zoom call.

Every Monday was the same. We'd review pipeline, someone would notice a bunch of ""closing this month"" deals hadn't been touched in 10 days, sometimes two weeks. Reps would say they'd update everything after the meeting. Managers would nod. Next Monday? Same conversation.

After a while I realized we weren't fixing pipeline hygiene. We were just talking about it over and over.

So I got tired of being the person reminding everyone and I set up a nightly workflow using the tools we already had (HubSpot, Gmail, Google Calendar, Gong, Slack, and a lightweight integration layer).Every night it checks deals closing in the next month and a half, compares CRM activity with emails and meetings, then suggests the obvious stuff. If a deal's been quiet for more than a week, the rep wakes up to a Slack message asking if they want to create a re-engagement task and move the close date. If there's a meeting booked, it fills in the next step. If there's only one contact attached, it flags that because... yeah, we've all been burned by single-threaded deals.

One rule I refused to break: nothing updates HubSpot automatically. Everything needs an approve or deny click. That turned out to matter way more than the automation itself because reps never felt like the CRM was changing behind their backs.Six-ish weeks later, our ""stale this month"" deals dropped from around 40% to under 10%, and Monday pipeline reviews went from almost an hour to maybe 10 or 15 minutes. Honestly that's probably been the biggest win.Curious what everyone else trusts automation to update in HubSpot. Do you let it touch close dates or stages, or is that still completely off-limits?

RevOps at a marketplace/delivery logistics platform (B2B, non-SaaS, transactional revenue model). Looking for how other people have architected this because I think I'm missing a pattern.

The core problem:

Our customers are enterprise accounts with multiple locations — think a regional or national brand with a headquarters and dozens of individual branches. In HubSpot, Company records are tied to backend warehouse data (orders, activity, revenue) at both the HQ level and the individual location level.

Here's where it breaks: when leadership asks "what's happening with this account," they mean the account as a whole — HQ relationship plus every location combined. But our actual motion is split. Reps work individual locations directly. A separate group works the corporate/HQ relationship in parallel. Two conversations, two levels of the hierarchy, nothing rolls them up into one coherent account view.

One nuance that matters here: our "total number of locations" per account isn't fully trustworthy — years of history means locations that closed or reopened are still sitting in records. But active locations — the ones with current rep activity or recent revenue — are accurate, because that engagement is a live signal. So I'm not trying to fix a data quality problem. I'm trying to figure out how to build a reliable "active/engaged account" rollup that leadership can trust, separate from the messy historical location count. Basically trying to provide visibility into the conversations happening at the account potentially across the locations from a branch level and then at the enterprise level as well to tell a total "account context" story. For the most part, we have a list of main "named accounts" or target accounts we care about. Probably no more than 100. Again thats total accounts, they have locations within that.

Secondary context (not the main ask): we're also building out a three-pipeline structure — systems integration, MSA/pilot, and expansion — to support revenue forecasting, which is genuinely hard in a marketplace model. That's a forward-looking project, not something I need solved today. Mentioning it in case it's relevant to how you think about the account rollup, but the pipeline forecasting question is a separate thread for me.

What I'm actually looking for:

Anyone dealt with parent/child account hierarchies in HubSpot where engagement happens at the child level but the relationship needs to be reported at the parent level?

How are you providing visibility into the activity and conversations of the account as a whole and surfacing signals?

Any patterns (custom objects, associations, dashboards, non-HubSpot tools) for a single "state of the account" view when the account spans multiple locations and multiple relationship layers?

We are investing HEAVILY into Claude so I have been looking at that as part of the main tool/solution.

We weren't heavy users of Quotes, but we are giving it a shot and realized that after a quote is accepted, a new object is generated: Contracts.

Contracts is brilliant because it gets all the details Customer Success needs to start working on the project that was ordered, but there is one silly thing that HubSpot totally dismissed: associating Contracts to Projects!

How could it be that you have associations like Contracts -> Postal Mail and not Contracts -> Projects???!?

How relevant is Postal Mail over Projects in this day and age?

I know that we are supposed to use the Community Portal to request new features, but I needed to complain about this stupid thing first.

Anyways... rant over.

Selling into government. Current stack is Salesforce and Apollo. We get very clear signals in the government space from a gov. We’ve built automation to take these signals and use Apollo’s ai write personalized sequences, LinkedIn messaging, and call scripts based off our prompts. Every prospect gets a unique email at all stages of the sequence. No two emails are alike.

Apollo contract is expiring and we’ve been acquired by a company using hubspot.

Acquiring company is not using domain rotation. And as far as I can tell, hubspot has sequences, but they are pre written by each sales person. So, no AI writing personalization based on the unique signal each govt agency has.

Is our best solution to keep Apollo or even smartlead for this? I can rebuild workflows we have to the larger team.

Im sitting here staring at my dashboard and I swear if I have to manually clean up one more record, Im gonna lose it

The dream of "seamless automation" feels like a total lie sometimes. We've finally got our calls auto-logging through cloudtalk which at least keeps that part of my sanity intact, but the rest of our tech stack feels like it’s held together with duct tape and prayers

does anyone else feel like you're just paying for software that turns you into a professional data entry specialist instead of actually talking to people? Everything is just a constant fight against the system.

Anyway, just had to get that out of my system before I go insane. Back to the grind.

Bit of an annoyed post. I run a marketing agency. Last year we signed up for HubSpot primarily to help my sales team stay organized. Unfortunately in that time I've had to downsize quite a bit as we navigate the impacts of brands pulling back on marketing budget and project sizes.

I made the decision to cancel HubSpot and save roughly $12K per year and on June 20th or 21st I went into the platform and cancelled. While there I noticed that we were somehow in a new contract lasting until July of 2027 which I had never authorized.

I reached out to support and he shared that HubSpot contracts are set to auto-renewal by default and it's the customer's responsibility to cancel that. He asked if I received renewal reminders but the only renewal email I remember seeing is one related to a specific seat addition. It mentions nothing of the entire plan.

Looking closer, in March there was a renewal reminder email sent that was missed. During that time I was not considering cancellation.

The renewal took place on June 15th or 16th. My request was placed on the 20th or 21st. It was escalated and I've now received an email saying they won't do anything and that it was my responsibility to turn off auto renewal.

I'll own that I missed the cancellation date by a few days. But using an opt out system for a $12K expense seems insane to me. At best, it's an incredibly sketchy practice from HubSpot and one I would not expect from a company with such a well known brand.

Further, to reject a contract cancellation based on a 5 to 6 day window is also incredibly sketchy.

I'm sure the auto-renewal clause was buried in contract somewhere, but it was NEVER made clear to me in the sales process. I no longer have the team to justify a hubspot subscription, especially one at that price....unfortunately there probably isn't much I can do about it. But I wanted to share in case the experience can help someone else avoid the same thing.

I came up as a marketer during the period where HubSpot defined inbound marketing. But in my opinion, they are dangerously close to becoming a scam and I will be encouraging any business I come across for the rest of my career to avoid them at all costs.

Hi everyone,

I’m a non-technical sales engineer (i.e., I vibe code my way through building internal tools and system integrations) working on a sales ops project at my startup.

We currently send our sales contract through Docusign for the client to sign, and I would like an automated way to get all the information that’s on the contract into Hubspot. Our sales volume is getting pretty large, so I’m trying to remove any manual step from this process.

Basically what I’d like to do is:

1. When the contract gets signed on Docusign, trigger a workflow
2. Figure out which Hubspot Deal that contract belongs to
3. Extract a defined set of fields from the contract (e.g., pricing, term, products covered…)
4. Feed those fields into Hubspot

My main challenge is point (2). We use the Docusign integration that Hubspot ”natively” offers, so I’m able to assign a HS Deal to a specific DS envelope but only visually on the UI.

HOWEVER, that native integration doesn’t seem to expose the envelope ID or any other machine-readable data that I can use to automatically match an envelope/contract with a Deal.

Has anyone faced something like this before? Any recommendations on how to approach it? I’m open to migrating away from Docusign if another provider makes this better

Thanks friends!

my brain is completely fried this week. between finally surviving my baccalaureate exams and trying not to stall a manual car in driving school every morning, coming back to my client dashboards is just physically painful right now

logged into a client's hubspot today and saw their bounce rate absolutely skyrocket overnight. Turns out one of their new sales reps just uploaded a raw csv of like 4,000 cold leads he bought from some random data broker. No tags, no segmentation, just straight into the main contact list

I literally had to pause all the active marketing workflows, export his entire upload, and spend my afternoon scrubbing the raw data just to pull out the hard bounces and spam traps before google completely nukes their sender domain

Im so tired of non-marketing people treating hubspot like it's just an infinite void where you can dump trash data without consequences. It takes months to build up domain health and like two days of bad imports to ruin it tbh

Been using HubSpot for a while now and feel like I'm always finding out about new features way after they've already rolled out. Curious what sources you all rely on to stay current official HubSpot blog, newsletters, specific YouTube channels, podcasts, communities, anything.

Especially interested in stuff around AI features (Breeze, AI search/AEO changes) since that seems to be moving fast right now. Would love to build a better habit of staying ahead of this instead of catching up late.

What's actually worked for you?

Spent an afternoon mapping what my hubspot workflows actually own versus what i still do by hand, and it split cleaner than i expected. Workflows are unbeatable for anything i can name in advance: deal hits a stage so fire the sequence, enrollment criteria, set a field, rotate the owner. Deterministic, lives in the crm, runs forever without me touching it.

the other half is the deal where figuring out what to even update means reading a couple gmail threads, the granola notes from the call, and a slack channel since the last touch. that's not a trigger i can pre-write. it changes every deal, and it's the part that quietly eats the afternoon before a pipeline review.

been testing a desktop ai app for that second half, the kind that pulls context across the apps and drafts the update but asks before it writes anything to a record. rule-based-inside-hubspot and judgment-based-across-apps turned out to be two different builds. i kept trying to force the second one into a workflow where it was never going to fit.

the mistake i kept making was treating the across-apps gather as a workflow i just hadn't set up yet. it isn't one. it's a different kind of work, and a trigger engine is the wrong shape for it. written with ai

Anyone else log in today to find all your tickets have a > to the left and it’s as if you can expand them for some (unknown) reason, but instead you can’t? You *can* now “show associated object” via search right from here. BUT WHO WOULD WANT TO?

Way to make an already cluttered, visually exhausting UI that much more fun! (And no, they don’t provide a way to undo, clear, or otherwise reverse this glorious change.)

Go HubSpot

I'm 64 and work for an NGO. Part of my day-to-day job is to get on email meetings with potential donors and try to track them down. Our company uses HubSpot, but no one seems to really know how to set it up.

I've been struggling with it for weeks and still couldn't get it right. Then one of my kids' friends recommended me using AI, and I tried. It's actually amazing. I was a bit suspicious in the beginning, but it actually worked. I would just tell AI who I had a meeting with, what's their email, and AI will help me update HubSpot.

I just want to encourage everyone out there who's struggling with HubSpot to use AI. It might be scary in the beginning, but the result will be rewarding. It's the first time I feel so happy that technology actually helps me.

Our hubspot database has officially become an absolute mess. We have years of historical leads, but due to a messy data migration last quarter, we now have thousands of duplicate contacts with conflicting interaction histories.

I know hubspot has a built-in duplicate manager, but it feels a bit limited for our specific logic. Someone mentioned looking into external data cleansing or hybrid tools like wrk to deduplicate contacts safely, but I haven't tried them. Has anyone used third-party data cleaning scripts or services for this, and if so, what's your go-to method for keeping things clean without losing crucial pipeline data?