r/hubspot

Has anyone been able to successfully waive this fee? Sales rep said they can offer additional incentives tied to annual billing, a multiyear commitment, and/or an expedited signature.

Nothing clever about our setup. ERP drops a file on an SFTP server nightly, order data, 2-3k rows. It has to land on companies and a custom object so sales can see order history without opening the ERP.

That last step is me. Pull the file, fix the dates, upload through the import screen, map columns, hope the dedupe does what I think it does. Twenty minutes on a good day, more when someone on the ERP side renames a column and doesn't tell anyone.

I looked at doing it through Operations Hub, but custom code actions don't seem like a great fit for pulling a file from SFTP on a schedule. Between the runtime limits and workflows being record-triggered, it feels like I'm trying to solve it from the wrong end.

So for anyone pulling files off SFTP into HubSpot on a schedule, what's actually doing the pulling? Script on a server, middleware, a dev who owes you a favor?

The part I care about more is dedupe. Manual imports at least let me look at the mapping before I commit. Anything scheduled runs unattended and I'd rather not discover in March that we've been making duplicate companies since January.

I manage Hubspot for a sales team serving numerous verticals, including some with business (a company) and residential (no company) customers. For our B2B reps, we have kept Company Association a required field when they are creating a Deal to ensure adherence. However, now that we are onboarding more of our B2C sales reps, this requirement would halt them from creating a Deal at all because there is only a Contact, no Company.

Because this is a global on or off setting, are there any advisable workarounds that aren't overly complex for the reps?

I do HubSpot consulting for a living (former HubSpot employee, now at a partner agency), and this is probably the single most common thing clients bring to me.

Leadership pulls a dashboard, sees a number, and sales says "that's not right." Then everyone spends an hour arguing about the dashboard instead of the real issue, which is usually one of three things:

- Deal stages don't mean the same thing to everyone. One rep moves a deal to "negotiation" the moment they get a reply. Another waits until there's a verbal commit. Same stage, two different realities.

-A property got redefined at some point and nobody updated the old records, so you're comparing pre- and post-change data like it's consistent.

-Data entry is inconsistent because updating the CRM feels like extra work, not part of the job, so people log things late, log them differently, or skip fields entirely.

None of that gets fixed by rebuilding the dashboard. You're just getting a cleaner-looking view of bad data.

What's actually worked, in the setups I've seen recover from this: stop touching the reports first. Get sales and marketing in a room and agree, in writing, on what each stage and each key property actually means. Assign someone ownership of that definition so it doesn't quietly drift again in six months. Then rebuild the dashboard on top of that.

It's a boring fix. Feels slower than tweaking a report. But it's the only version that stops the same argument from happening next quarter.

Does anyone else have a solution to this? Curious what's actually worked for other teams.

It seems so predictable. Particularly with recent features like workflows being added to Clay.

Hi all - in your view, what is the best LLM for aiding and helping you with HubSpot?

Thank you.

I'm fairly new to CRMs. I just want to know from you guys, how do you use hubspot for a small startup. We've less than 30 active customers. I'd appreciate if you can suggest activities limited to starter plan.

I've spent the last 3 months teaching myself HubSpot on my own while working at an IR firm. So far I've built workflows and automations, set up reporting dashboards, run email campaigns, and managed events.

No formal job in it yet, so I'm trying to figure out where this actually leads. Titles I keep seeing are marketing ops, RevOps, CRM admin, and agency work, but I don't know which of these will actually look at someone without agency or in-house experience.

Questions for anyone who's been there:

• What's the most realistic first role for someone at my level?
• Do the free HubSpot certs carry any weight with hiring managers, or is it portfolio only?
• What's the best way to show my work when it's all in a practice/demo portal?
• Anything I'm missing that would make me way more hireable?

Hello, we noticed that each time our Workflow is triggered by a form submission - it creates a segment record, so now have like 8 of them during testing the sign ups. How can we reduce this or entirely skip it or keep for production enabled workflows? Just want to keep it tidy . Where is the setting in the workflow to disallow it for now. Thanks!

https://preview.redd.it/f2pbhk2267kh1.png?width=866&format=png&auto=webp&s=beb3e51800085f63b46693ecf0779b5d9e49b90c

One of our struggles with Hubspot is how fractured the pricing and features are, currently we already have sales enterprise, so there's a lot of features and functionality that are advertised as being part of marketing enterprise that we actually already have.

What I'm looking for is a detailed list of features that marketing enterprise provides that you can ONLY GET in marketing enterprise.

Does this exist anywhere?

Hi! I'm a Marketing Automation Specialize in GHL for 2-3 years. I want to expand my knowledge and specialization in tools (Hubspot).

If I starting learning, how many weeks or days can I alot for this since I have knowledge already with GHL and know's the fundamentals of Marketing Automation.

By the way, if you know someone in your network open for internship atleast 2hrs per day in 1 week just to know the real case scenario in Hubspot would love to connect.

Thanks!

I'm curious how companies are handling commission management when the sales process becomes more complex.

For example, imagine a company with 50–200 sales reps where commissions depend on things like:

• Different commission plans for different roles or teams
• Commission splits between multiple reps
• Changes in deal ownership
• Returns or cancellations after a commission has already been paid
• Adjustments or clawbacks
• Different commission rates depending on the product, customer, or deal
• Managers needing visibility into their team's commissions
• Finance needing to audit exactly how a commission was calculated

At what point does managing this in spreadsheets or manually exporting data from HubSpot become too difficult?

I'm particularly interested in how people are handling this today.

Do you use HubSpot alone, spreadsheets, a dedicated commission/compensation tool, or something else?

And what is the biggest pain point you've encountered with your current setup?

any tips/tricks for folks trying to attend Unbound? Get approval to attend this morning...went to buy and saw it must have just sold out

I’m working in marketing at a SaaS company and handling our HubSpot forms, and we’ve been getting some weird submissions where the email looks legit, but the name or phone number is clearly junk.

We already have the usual spam protections in place, but im wondering if anyone is doing anything beyond CAPTCHA/honeypots.

Please tell me someone has figured this out. What are you guys doing to catch these? We’re getting enough of these. so would really appreciate whats actually working for you guys.

I'm a senior marketing manager at my organization and lead content strategy amongst a million other things. One of my key initiatives this year has been getting in front of AI with citations as they pertain to our ICPs. When HubSpot announced this tool, I was pretty excited. Something to show how well we are tracking across popular LLMs whooo!

Well the reality is, it's been nothing but a pain in my ass. Now leadership is curious about how we rank with AI, kinda like how we used to with SEO. So I set up our ICPs, and I built out the prompts we know those ICPs care about and would search for, and we keep showing up with 0% visibility into topics we have written about multiple times. The pages are set up largely in blog form with additional supplemental content spread across the site. Our site is also built properly, and has schema is included on each page.

These results are driving me crazy. I know we are doing the right thing with our content strategy and we've received viable leads through AI recommendations, which is another great signal that this is working. HubSpot then recommends that we build the most basic content that's basically the best of X product.

Am I being too specific with this tool? I know it's in beta, but this is embarrassing.

Hi everyone,

We designed a complete homepage in pure HTML/CSS for a client. On WordPress we usually just convert the HTML using an AI tool and drop it in, but this client is on HubSpot CMS and we’re a bit stuck.

Is it possible to take a fully designed HTML homepage and implement it on HubSpot?

A few specific questions:

• Can we replace the existing homepage with custom HTML?
• Do we need to convert everything into HubSpot modules/templates, or is there a way to upload/import raw HTML?
• What’s the best approach if we already have a finished HTML design?

Any advice from people who’ve done custom homepage builds on HubSpot would be really appreciated

Hi does anyone have a Hubspot UNBOUND 2026 ticket that they can no longer use and they’d be willing to sell to me? I need 2-3 actually. There is an official transfer process we can go through.

Thank you!!!