Breeze AI: What Works, What Needs Improvement, & What HubSpot Users Are Saying
From the April 8th, 2026, edition of How Teams Work A few weeks ago, my co-founder Andrew was at HubSpot House event during SXSW. He expected a...
Workflows
What Teams Miss During HubSpot Implementations
From the March 25, 2026, edition of How Teams Work When a team comes to us after a HubSpot implementation, the conversations usually start the...
8 Signs Your HubSpot CRM Isn’t Set Up Correctly
From the March 10, 2026, edition of How Teams Work Within the first 15 to 30 minutes inside a new client’s HubSpot portal, I can tell if it’s...
RevOps
Workflows
Reporting
Dashboards
Contacts
HubSpot
Sales Ops
Deals
HubSpot Onboarding
HubSpot Implementation
HubSpot Support
Blogs
Marketing Hub
Sales Prospecting
Companies
Lifecycle Stages
Sales Enablement
Quotes
HubSpot Forms
Sales Emails
Custom Properties
Marketing
Smart CRM
Quoting
Data Quality
Lead Source
Newsletters
Why Defining Process Isn’t CRM Customization
From the February 24, 2026, edition of How Teams Work “We need to customize our CRM.” We hear that on a lot of sales calls, usually after...
How to Manage Your HubSpot Credits Without Surprises on Your Bill
If you’ve ever worried about unexpected charges in HubSpot, you’re not alone. Many teams don’t fully understand how HubSpot credits work or how...
Case Study: How Zartico Transformed Sales Visibility and Retention with a Scalable RevOps Foundation
Project Overview As Zartico continued to grow its platform and product offerings, the company identified an opportunity to strengthen its...
Case Study: Streamlining HubSpot Lead Routing Automation for a Global LMS Provider
Project Overview Totara, a global learning management system (LMS) provider with a partner-led sales model, needed a more effective way to route...
Pro Tip: Default Lead Scores to Zero Using the New HubSpot Lead Scoring Tool
The new HubSpot lead scoring tool is a powerful way to evaluate and prioritize contacts and companies in your CRM, but there are important...