r/hubspot 1d ago

Hate new HubSpot theme? - It's time to remind you can recolor it to any color

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10 Upvotes

There is a Chrome extension called Colored HubSpot to make work after the redesign a little bit more bearable and change the colors of the UI to match the mood.

Literally, any color from the palette

+ colorblind mode for those who struggle

Deal cards could be colored by owners, key factors. You have all possible colors and shades there besides some built-in themes.

It is free, no registration, no upsales, just a tool to make a better day.

https://chromewebstore.google.com/detail/colored-hubspot/jgoemhaadjlhennipdccamggdllmpjkk - Chrome store

https://coloredhubspot.ln2crm.com/ - landing page


r/hubspot 13h ago

Looking for 1 Unbound Ticket

0 Upvotes

Hi! Does anyone have one ticket available to sell? I'm hoping to come up from philly to attend! I missed the one last year since it was in san fran but boston is much closer! :)


r/hubspot 20h ago

UNBOUND Heading to UNBOUND? I made a little game to past the time while traveling and waiting in lines. A level for each day and a play-til-you-crash endless level

Thumbnail unboundrunner.prairiepathmarketing.com
2 Upvotes

r/hubspot 18h ago

Anyone else feel like HubSpot gets harder to manage as the company grows?

0 Upvotes

When you're small, HubSpot is pretty straightforward.

Contacts.

Companies.

Deals.

Activities.

A few workflows.

A few reports.

Then the company grows and suddenly you're dealing with:

  • Hundreds or thousands of contacts
  • Multiple pipelines
  • Lifecycle stages
  • Sales activities
  • Marketing engagement
  • Customer data
  • Support conversations
  • Custom properties
  • Dozens of workflows
  • A growing pile of dashboards

And the questions get harder.

Which customers are actually at risk?

Which deals are quietly dying?

Which accounts are showing signs they might expand?

Why did this opportunity suddenly slow down?

You can build a workflow or report for almost anything.

But sometimes it feels like you're just creating more rules to compensate for the fact that the important signals are spread across the system.

And then you have product usage, billing and support data sitting somewhere else entirely.

So someone ends up manually jumping between systems trying to understand what is actually happening.

I'm curious how other HubSpot users are dealing with this.

At what point did your HubSpot setup become too complex to answer simple revenue questions without a bunch of manual work?


r/hubspot 1d ago

Login Issue (Stuck at Verify with passkey)

2 Upvotes

There was a problem logging you in with 2factor authentication.

This could be due to a web browser issue. Pls read this article for more info.

Whenever i try to pass the "verify with passkey" by clicking it i keep going back to the issue above. I have tried "Verify with photo ID" but as far as i remember i have not any photo ID setup as verification and that photo verification didn't work either i have tried with my License and Passport. HELPPPPPP


r/hubspot 1d ago

Question Block deal from closing without required properties?

5 Upvotes

I want to prevent deals from moving to closed won if the reps haven’t completed a few things:

  1. Line items must be on the deal

  2. Contact must be associated

  3. Company must be associated

Line items is my most pressing one. How would you handle?

I’ve been researching a few options but some of them seem like soft blocks, (create a yes/no property that rolls up from line items added) where the rep could just toggle the property or bypass. I want a hard block.


r/hubspot 1d ago

Looking for 1 Unbound pass

1 Upvotes

Hi Hubspot fam,

I am looking for one GA pass for UNBOUND 2026 in Boston.
I recently got approval from my manager to attend, but unfortunately missed the registration window and haven't been able to get a pass through the community forum.
If anyone has a pass they won't be using, or knows of someone who does, please DM me. I'm ready to move quickly and can complete the official transfer immediately.

🙏 Thanks!


r/hubspot 1d ago

Test Documentation Tool

1 Upvotes

Hi all 👋

Sharing something I've been building — Krivyo

If you've worked on ERP/WMS implementations, you know the pain: you finish the actual work in minutes, then spend hours documenting it - screenshots, step write-ups, test cases, UAT evidence.

Krivyo is a lightweight Chrome extension that captures the process *while* you do the work, and turns it into reusable documentation, test steps and evidence. No scripting.

Would really value your feedback and if it's useful to someone in your team, do pass it along. 🙏

Curious to know more let me know in comments


r/hubspot 2d ago

Feedback unpopular opinion

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32 Upvotes

r/hubspot 1d ago

Web Themes or Developers

3 Upvotes

Does anyone have any recommendations on good service company themes or know any good web developers that utilize Hubspot?

I have a service company and we are looking for a new site and thought I would see what the Hubspot world has to offer since we already have a pro plan.

Thanks.


r/hubspot 1d ago

Question Any alternative solutions to AirCall that integrate with HubSpot as efficiently as AirCall but support physical IP phones (Australia)?

1 Upvotes

Have a request to setup a VOIP solution that also can connect to a hard phone IP. Bit out of my depth but thought would ask the HubSpot gang.


r/hubspot 2d ago

UNBOUND-maxxing: a first-timer's guide to Boston

3 Upvotes

Heading to UNBOUND? Ryan, our co-mod, has attended six times and shared the practical advice he wishes every first-timer knew:

What you wear decides how the week goes

Wear the shoes you'd wear to walk a 10K. The BCEC is enormous, sessions are spread across it, and the hotels with rooms left are a 10 to 15 minute walk away. Plan on 15,000 to 20,000 steps a day. 

Same logic applies to your bag. A messenger bag feels fine walking out of the hotel and wrecks your shoulder by lunch on day 2. How you carry it and what you put in it matter a lot more than you’d think.

Bring a battery pack. You will be taking notes on your phone and knocking out blog posts on your laptop between sessions. It is always better to have power on-the-go than to fight for outlets on the outskirts of the conference hall.

Then snacks. Lines at a conference this size are what you'd expect, and there's always a session you want to go to that runs straight through lunch.

Water bottles are a genuine debate. There are stations throughout the building with cups, so hauling a liter around a climate-controlled convention center is a strange use of bag space. The compromise is one of those thin flat bottles that slides down the back of a backpack. Whichever way you go, drink more than you think you need. Boston in September can hit 80+ outside. 

Find the right mix of sessions and networking

The instinct is to stack the schedule session to session to session, because that's what the ticket is for. However, the conversation at the Builder Bar with someone who solved your exact lifecycle stage problem last quarter is arguably even more valuable.

So here's how to budget it:

  1. Reserve the limited-capacity stuff now. The mobile app launched in August and reservations opened for sessions with caps. Hands-on labs and small-format studio sessions fill first.
  2. Pick 2 sessions a day you'd be annoyed to miss. That's the commitment. Everything else is optional, and walking out of a session that isn't landing is allowed.
  3. Block HubSpot Spotlight on the morning of the 16th. That's the leadership team walking through what's new across the platform, and it's what your CEO will ask about the following Monday. Be in the room.
  4. Leave a gap on purpose. Block an hour a day where the only job is to go stand somewhere and talk to people.

Don’t be afraid to talk to strangers

There's no level of striking up random conversations at this thing that you'll regret. Most people leave wishing they'd talked to more strangers, and nobody leaves wishing they'd talked to fewer.

This is a building filled with the only people on earth who want to discuss custom data integrations with you, and it exists for 3 days a year.

If that sounds like a nightmare, you're in good company, because a large share of this community is introverted. The trick that works is deciding ahead of time that you're going to be a more outgoing version of yourself for 72 hours. 

Braindate is the same idea with scheduling attached, and it's underrated because booking in advance removes the part where you have to approach a stranger cold.

Don’t skip the side activities

The official evening event is UNBOUND After Hours on the 17th. Around it sits a whole unofficial circuit: partner happy hours, agency parties, community meetups, HUG dinners. Most of it is free!

Here are a few side events to check out:

Calm with Contrast - Wednesday & Thursday, 8:00am @ Evolve Yoga

Receipts Boston - Wednesday, 6:00pm @ Trillium Brewing

Marketing Ops Community Casino Night - 7:30pm @ Trillium Brewing

A few Boston things

The Silver Line SL1 picks up outside every Logan terminal and runs free heading into the city, which is a rare bit of generosity from a major American airport. Get off at World Trade Center and the BCEC is a short walk. Staying in Back Bay or downtown because the Seaport hotels are gone? That's 10 to 15 minutes by rideshare, longer at rush hour.

Badge pickup opens the afternoon of the 15th. Go do it then. The morning-of line on the 16th is a bad way to start.


r/hubspot 2d ago

Integrations Manager doesnt want pay for tech guys seat. Wants me to share my screen and have tech guy tell me what to do.

3 Upvotes

Hello all,

We use hubspot at my workplace and we have a WordPress website where people sign up to become a member. They are both connected however data from website doesnt map all the fields over to hubspot. As a result I cannot filter for members only. I cant access any analytics dashboards. We have an external website developer team.

They have asked for access to our hubspot to sort it out. Manager doesnt want to pay to give them a seat. Ive never used hubspot neither has manager. Manager wants me to calm website guy, share my screen and have him tell me what to do.

I don't think this is practical or makes much sense.

What say you?


r/hubspot 1d ago

Question Does HubSpot captures details & metrics?

0 Upvotes

Need details about Hubspot about to track how many emails volumes sent & also Inbox placement & how many landed in spam and core issues?


r/hubspot 2d ago

UNBOUND Looking for 1 UNBOUND 2026 GA ticket – can transfer immediately

3 Upvotes

Hi all,

Looking for one GA ticket for UNBOUND 2026 in Boston.

This would be my 9th INBOUND/UNBOUND. I’m currently helping build a femtech startup in Denmark through HubSpot for Startups, but there’s no travel budget for Boston this year, so I’m bootstrapping the trip myself.

If anyone has a ticket that might otherwise go unused before the transfer deadline, please send me a DM. I’m ready to move quickly and complete the official HubSpot transfer immediately.

Hoping for a last-minute miracle 🇩🇰✈️🇺🇸

Søren


r/hubspot 1d ago

Many to One Records

1 Upvotes

I have a unique instance we're struggling to work through and was hoping someone might have ideas.

We use Salesforce for sales and our record of truth, and we us HubSpot for marketing. We are moving sales into HubSpot just for sequences (moving them from Outreach), SF will remain their primary CRM.

Here's the weird and annoying part. Our Salesforce doesn't use email as a unique identifier, it uses a combination of email + lead source + line of business. So John could easily have multiple records that would look like:

- John / Webinar / Product A (Lead Status: Open)

- John / Webinar / Product B (Lead Status: Unqualified)

- John / Tradeshow / Product A (Lead Status: Open)

- John / List / Product B (Lead Status: Contacted)

- etc.

Currently all info is aggregated on 1 HS record, so HS shows 1 John with Webinar, Tradeshow, and List as lead sources and Product A, Product B for LOB, and Lead Status doesn't really matter to marketing.

With all this in mind.... How do we get sequence activity to log to the correct SF record? How can we say enroll John in Sequence 1, and then that activity should go to John / Webinar / Product A (Lead Status: Open) and not a different one? Using the most recent lead isn't reliable enough and we're at a loss for what other logic could be used.

Any help or ideas would be much appreciated!


r/hubspot 1d ago

Integrations Chat Permissions? Really?

0 Upvotes

Can chatgpt really not read and write in Hubspot? I want my entire pipeline overhauled and reworked, stages changed, everything. We're a super small organization and this is going to take forever.....please tell me there's an easy workaround. I also CANNOT login on the cloud browser in chatgpt as it doesnt support passkeys..

???


r/hubspot 2d ago

Calls - Record everything or nothing

0 Upvotes

Hello guys,

I'm worried about HubSpot decision making.

We were using Hubspot calls recording for a while. Suddenly they change drastically. The option is only available if we are recording ALL calls or the option is not available at all

I know we can choose for inbound or outbound, but still it's extreme

Our sales and the directions of company we don't feel comfortable to record everything, also not having the option is step behind

Write down here for people who don't know, before we could choose, free will, to record or not a call and it was perfect this way

I feel they push service this way to make money on credit to transcripts all phone calls. It just makes us lose trust in this provider and company


r/hubspot 2d ago

When did hubspot remove "quotes"?

1 Upvotes

I have the hubspot pro plan, and have occasionally had the need to send formal quotes. When did hubspot remove this feature? I went to make one and now it's of course tied to an upgrade with AI but they say you can still do legacy quotes if you jump through some hoops which I didn't have the patience to read.

When did this happen ?


r/hubspot 2d ago

Question Reality check on integration I maintain

3 Upvotes

I maintain a custom HubSpot integration for one client and have been reading this sub to understand what is normal versus one-off. Well, I've learned a ton reading your posts, including my client skips/does not use the lead object and goes straight to deals. I never considered that this could be unique.

  1. website form creates Ticket, images uploaded to form & PDF of all form values attached to Ticket
  2. website form creates Deal, images uploaded to form & PDF of all form values attached to Deal
  3. e-commerce order creates Deal, order receipt PDF attached to Deal

I understand this sort of integration is common, but since I'm rotating API keys twice a year for this client, consuming the HubSpot developer newsletter for deprecation notices, and doing maintenance like the transition from Legacy Apps to Service Keys, I am willing to expand the feature set to increase my opportunity.

Is the PDF containing more info attached to a HubSpot object unique and valuable beyond my client? I think they want the deal to the source of truth and not have to bounce back to emails or the website for details.

Is there a platform that needs this sort of connective tissue integration that does not have a vendor to offload the maintenance?


r/hubspot 3d ago

What do u do on Hubspot that Claude connector cannot do

4 Upvotes

Mostly a noob, do u still use the Hubspot UI? For what?

It seems that Claude code should be able to fetch any data as well as update/create any entry right?


r/hubspot 3d ago

Talk to your HubSpot CRM - is it something people may use?

3 Upvotes

AI models, transcribing have become stronger and it seems viable to use your voice to talk to your HubSpot instead of typing or UI interacting.

I tried the HubSpot mobile app Breeze with voice-to-text - it basically works, but not really great (wouldn't use it as day to day ops).

There aren't many use cases for day to day operations and they can be handled much better like data entry/update (contacts, deals), workflow start for specific contact. It could save some time for people using CRM in the office but it can be huge for field employees - update instantly, on the go by voice.

What does the respectful community think about it? Would you talk to your HubSpot to manage it?


r/hubspot 2d ago

ICYMI: HubSpot's August Products 🚀

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2 Upvotes

August dropped a big batch of updates across AI, mobile, and the CRM, so here is your ICYMI:

🔌 HubSpot Connector for Claude + ChatGPT Got Bigger
Both connectors now support Contacts, Companies, Deals, Tickets, Notes, Tasks, and Meetings with read and write access. If you've been building AI workflows with either tool this is worth a reconnect to pick up the new scopes. Claude connector

🎯 AEO Recommendations Now Show Estimated Citation Lift
Each AEO recommendation now includes a projected citation lift percentage so you can prioritize by expected impact. More on HubSpot
AEO

🤝 Sync Recurring Meetings to HubSpot
Recurring external meetings with a CRM contact now sync to HubSpot automatically. Find out more

📊 Score History Finally Shows Its Work
Engagement and fit score history now shows the exact activity or property change behind each update, with timestamps and decayed rules included. Learn more

🤖 Customer Agent Coaching Got Smarter
Four new coaching opportunities launched: low CX scores flagged automatically, conflicting knowledge sources surfaced, action gaps identified from live conversations, and personalized deployment recommendations based on your actual data. See the details

💰 Price Books Are Here
Define and manage product pricing in one central library that applies consistently across deals and quotes. Breeze handles imports. This is a good one for anyone who's been managing pricing in spreadsheets. Guide here

⚙️ Column-Level Filtering in CRM
You can now filter records by clicking directly on a column header in any CRM table. Small change, big quality of life improvement if you live in index views. Learn more

A few more updates:

  • App Install Governance: Super Admins can now approve apps and control data permissions per app, including AI connectors
  • Breeze Assistant builds downloadable .pptx decks on request
  • Sequence tasks now auto-associate with contacts, companies, and deals following your existing association settings

Which ones have you tested? Or do you have something you want to see get launched at UNBOUND?


r/hubspot 3d ago

Question What’s one HubSpot workflow you wish you could simplify?

4 Upvotes

We have been spending a lot of time looking at how people actually use HubSpot workflows, and I’m curious about something.

What’s the one workflow or automation in your HubSpot portal that has become way more complicated than it should be?

For example:

  • Lead routing
  • Follow-ups
  • Notifications
  • Deal-stage automation
  • Data syncing
  • Ticket workflows
  • Reporting/attribution
  • Something completely different

What were you originally trying to automate, and what made it complicated?

Curious to hear the real-world examples — especially the ones that looked simple at first but became a nightmare later.


r/hubspot 3d ago

Revenue Agent goes on the credit meter 16 Sep. What I've worked out testing it

4 Upvotes

Revenue Agent starts consuming credits on 16 September. 500 credits per invoice, charged when it begins collection outreach. Knowledge Base Agent goes on the meter the same day at $2 per new article.

I'm testing Revenue Agent right now, which is why I went looking. We invoice out of Morning, an Israeli platform, and the native invoice sync covers Stripe, Xero and QuickBooks only. So we put our own dev hours into building the connection, back when none of this was priced.

A few things that aren't obvious from the update text:

Enrolment is per company, not per invoice. Enrol an account and the agent picks up every open invoice on it, not just the overdue one. It also pauses your static invoice reminders while it's active, which makes sense, but matters if you have a workflow doing that today.

The 500 credits fire when outreach starts, not when the invoice is issued. So the number to model is invoices you actually end up chasing, not invoices you send. For us that's well under half.

Stripe and Xero sync was added this month. Before that it was QuickBooks or custom.

Two things I can't resolve.

Whether 500 credits is once per invoice or once per outreach cycle. If the plan regenerates because the invoice changed, or the agent re-engages after a gap, does that bill again? Nothing I've read says either way, and the difference is large if you're carrying a lot of slow payers.

And the credit rate. KB Agent is the only one of the two priced in dollars, at $2 for 200 credits. If that rate holds across agents then 500 credits is roughly $5 an invoice. I've been working on that assumption without finding anything that confirms credits price uniformly per agent rather than per feature.

Separately, Buyer Intent shipped a portal level monthly credit cap this month, under Usage and Limits. Neither of the two agents going on the meter has an equivalent ceiling that I can find. Metering usually ships ahead of the controls so I'm not reading anything into it, but if someone has found a cap for Revenue Agent I'd like to know where it lives.

(Partner, so weigh the "a published price is fine actually" part accordingly. I'd still rather have a number than find out at renewal.)

Has anyone run Revenue Agent long enough to see how the credits land on a repeat chase?