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Christian Baun15h ago

Stop Documenting HubSpot Workflows by Hand

We built a free Chrome extension that writes the documentation for you, and it never sends your data anywhere.

5 min readblog.howly.io

Kayabyte1d ago

How to see what your HubSpot pipeline looked like last week

"How many deals were in Proposal last Monday?" and "what was open pipeline on 30 September?" sound simple, but a deal only stores where it is now. HubSpot does give you several ways to look backwards,

6 min readkayabyte.hashnode.dev

Kayabyte5d ago

How to require fields before a HubSpot deal moves to a stage

Short answer: in the pipeline settings, add the properties you need as conditional stage properties for that stage and tick Required. HubSpot then asks for a value when someone moves a deal into the s

6 min readkayabyte.hashnode.dev

2

Kayabyte5d ago

How to audit and clean up HubSpot properties without breaking anything

Short answer: export every property with HubSpot’s built-in export, sort by fill rate and usage, then archive in small batches. Archived properties can be restored for 90 days, and HubSpot tells you w

5 min readkayabyte.hashnode.dev

Adan Potyondy6d ago

Bad data costs real money. Here is the HubSpot to Supabase workflow that fixed it.

Clean HubSpot contacts, deduplicate, and load only the good rows into Supabase, with a 6-minute build video

5 min readapotyondy.hashnode.dev

Rahul SharmaNov 5

CF7 to HubSpot Deal Not Created: Why It Happens and How to Fix It

You have connected Contact Form 7 to HubSpot. Contacts appear in your CRM. Companies are created. But deals? They never show up. This is one of the most common frustrations with CF7-to-HubSpot integra

7 min readrahuldevlabs.hashnode.dev

KayabyteNov 5

How to stop reps skipping deal stages or moving deals backward in HubSpot

Short answer: on Professional or Enterprise, the Pipeline Rules tab has one rule for skipping stages and one for moving records backward. Both have bypasses, and skipping into Closed won or Closed los

5 min readkayabyte.hashnode.dev

KayabyteNov 5

HubSpot property naming conventions: a template for internal names, groups and labels

Short answer: decide the internal name first, because HubSpot does not let you change it after the property is created ("you cannot edit the property's object type or internal name", HubSpot guide). L

5 min readkayabyte.hashnode.dev

KayabyteNov 4

How to require approval before a deal moves stage in HubSpot

Require a manager approval before a HubSpot deal changes stage: pipeline approvals on Enterprise, pipeline rules, workflows, and Starter and Free.

7 min readkayabyte.hashnode.dev

KayabyteNov 4

How to set up discount approvals in HubSpot (deal desk)

Full disclosure: I work on Deal Approvals & Stage Gate, the HubSpot app mentioned in this guide. This is a repost of my guide at https://kayabyte.dev/hubspot/guides/hubspot-discount-approvals . AI-ass

7 min readkayabyte.hashnode.dev

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Trending tags this week

Stop Documenting HubSpot Workflows by Hand

How to see what your HubSpot pipeline looked like last week

How to require fields before a HubSpot deal moves to a stage

How to audit and clean up HubSpot properties without breaking anything

Bad data costs real money. Here is the HubSpot to Supabase workflow that fixed it.

CF7 to HubSpot Deal Not Created: Why It Happens and How to Fix It

How to stop reps skipping deal stages or moving deals backward in HubSpot

HubSpot property naming conventions: a template for internal names, groups and labels

How to require approval before a deal moves stage in HubSpot

How to set up discount approvals in HubSpot (deal desk)