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HubSpot Hot 100: 100 Must-Know Tips for Success

Just like the famous Billboard Hot 100, HubSpot has its own chart-topping hits - the top 100 HubSpot hacks for the week! Our team of expert HubSpot consultants has ranked them in order, and we'll update the list weekly with new additions from around the globe. Stay tuned for the latest and greatest tips and tricks to elevate your HubSpot game.
Do you happen to have a HubSpot hack or hit to add? You can submit it here or use #hubspot100 AND #hubspottipsandtricks when sharing. Because we may get the same submission from multiple people, there are no guarantees you'll be added, but we'll do our best to share the love. 
  1. An Online Resource Would Be a Hit - Patrick once stated that this resource was going to be a hit, and here we are. For now, we thought he deserved the top spot for his suggestion.  - Patrick O Callaghan
  2. Hello KB and Support, My Old Friend - You can find almost all the things you need answered via HubSpot knowledge base, the help button that remains in the bottom right of your portal, and the HubSpot community. - Alyssa Thornley
  3. 😀🤩 Make the 🌎 Go Around - "Text and pick-list properties inside HubSpot accept emojis. Use emojis to color-code or score properties in various places to make it easier to see information in a glance. (Works best if values are set by workflows to keep things consistent.) I've even seen emojis pulled into custom reports for a bit of fun. Pro tip: You don't have to copy-paste emojis from other places. On mac control-command-space opens your emoji keyboard, and on Windows it's windows+period." - Kyle Jepson
  4. Type "" to Skip - You can skip any form to jump straight to the thank you page or in-line message by typing "" in the email field. - Roberto (Beto) Pacheco
  5. Hash Taggin' All Day Long -  Use hashtags in comments on contact or deal records to make it easier to search notes/comments. Create a system for yourself or others to make this effective.  - Jennifer Nixon 
  6. Embeddin' on Dashboards, Yeah! - Add some pizazz to your reports by embedding external content.  - Tyler Guthrie
  7. Love and Pride for Our Countries - "Create a custom checkbox property for Country, because people will put in UK/United Kingdom/Britain/Great Britain/England/GB/godknows what into the default Country/Region field in a form." - Rob Munnelly 
  8. Impersonate Me Maybe - You can impersonate another user with Enterprise, which is helpful when configuring some settings for new users or to use in training team members where specific permissions are at play. - Aaron Smith
  9. Shoot, I Did It Again - "Prevent "oh shit" workflow errors with QA testing: Before enrolling a ton of records (e.g. 10,000 contacts) in a workflow, conduct multiple scenario tests with different types of contacts and ensure they go through as intended. In the workflow, build a branch for contacts that didn't meet the criteria (and "error" branch) and add to a static list or assign a task to audit what happened. First, use the "test" function in workflows to handpick a few records. Then test a larger sample size of 25-50 and manually enroll. Only then will you be ready to enroll them all with confidence! Keep the error branch working for you though so you can be alerted anytime something goes wrong." - Hansen Hunt
  10. The Desktop - Add HubSpot to your docket via an app shortcut using Chrome. Follow the steps using HubSpot as the app here. - Juan Carlos
  11. Add ?developerMode=true in the Page Editor - If you are not a developer, you might need help understanding, but it is good for developers. - Erin Wiggers
  12. The Search Is On - You can use HubSpot's search feature to find things quickly and combine them with hashtags to make them more powerful. -Stjepan Grcic
  13. Debugging in the Dark - Type ?hsDebug=true to see if your page is currently prerendered or not, plus other debug info. - Rob Harris
  14. Exportin' the Traffic Analytics Tonight - You can export data from the traffic analytics page (min last 24 months). "A bit of jiggery-pokery (like adding a color scale in Excel) and strategizing, and you'll have a lovely action list for content in terms of what's performing/not and high/low priority in terms of impact." - Jasmine Ojbro
  15. Customize Your Attribution, Your Way - You can customize what activities/interactions are counted in attribution reporting via Tracking & Analytics > Attribution in settings. This allows you to apply value only to actions that you want to report on. - Kristeen Romero
  16. Multiple Locations, No Problem - "It was a game-changer when I learned I could use fields to make emails smart for multiple locations. I can set the fields in workflows and only create one lead nurture instead of creating the same lead nurture for multiple locations." Learn more about this here. - Mary Cate Spires
  17. The Workflow "Go-To Other" Action - "Workflows "Go To other Action" to do full-on medical surgery 🤣 (i.e., flow through multiple conditional logics/ going upstream back)" - Shadab Khan
  18. A Googling Affair - You can search Google with "site: or site: <topic>" to find what you need on either. - Amber Kemmis
  19. Check Yes or No (Quickly) - "Use the click-to-edit feature on list views for contacts, companies, deals, tickets, etc., to edit without opening the record." - Jennifer Nixon 
  20. VLOOKUP Is Here to Stay - Did you know? You can integrate Google Sheets with HubSpot. That's not all. In this video from Liam, he walks through how to map a custom Salesforce object data to HubSpot using VLOOKUP.  -Liam Redding
  21. Time to Close: Reporting Made Easy - "You can report on “Time to close” for deals by creating a calculated field that looks at the time between create date and the close date. Super useful if you want to compare performance between pipelines, lost vs. won deals, etc." - Kristeen Romero
  22.  Descriptions & Diligence - "Be diligent about adding descriptions to your custom properties. It’s saved me so much time and effort when onboarding, integrating, purging, building reports, etc. You can now add descriptions to your workflows as well!" - Robert Rosenow
  23. Don't Go Chasing Parameters - Automatically capture UTM parameters from tracking links by creating these 5 custom single-line text properties for contacts:
    - utm_campaign
    - utm_medium
    - utm_source
    - utm_content
    - utm_term
    Add those properties as hidden fields on your forms, and any submission that comes from a tracking link will automatically capture those parameters on the contact record so that you can use them for attribution reporting. - Ryan Gunn
  24. Searching in a Description - You can search workflow descriptions from the workflow index page, but you have to enter a character into the search bar first, then the toggle pops up to turn on. You can use keyword tags in the descriptions to quickly find certain kinds of workflows like internal vs external. - Dan Morell
  25.  Today's Date - Create 2 custom properties for ''Today's date'' and ''Today's date loop''. Then, create a workflow triggered by ''Today's date loop is unknown'' -> Add an action to set a date stamp on ''Today's date'' property and another action to do the same to ''Today's date loop'' -> In the end, add an action to enroll all the registers in a second workflow that is gonna be responsible for the loop. In this second workflow, which will only be triggered by the ''master'' one, add a 24 hour delay, and then add an action to delete the values from the ''today's date loop'' property, which will be the re-enrollment criteria of the first workflow. Now you can be creative and enjoy having a property that will always be updated with today's date :grin:
    PS: The first time, you must add triggers using a property like ''create date is known'' to start the looping process. - Vinicius Chambela

You may notice we're very short of 100, but you can help get this list to 100. Do you happen to have a HubSpot hack or hit to add? You can submit here or use #hubspot100 and #hubspottipsandtricks when sharing.  Remember, we will update the list weekly! 

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