--- title: Content description: HubSpot CRM how-to guides, insights and lessons from our client work, and in-depth analysis of topics affecting revenue operations. image: https://www.hubex.io/hubfs/feat-newsletter.png --- [![logo_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png) ![logo_white](https://www.hubex.io/hubfs/Brand%20Assets/logo_white.png) ![logo_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png) ![logo_white](https://www.hubex.io/hubfs/Brand%20Assets/logo_white.png) ![logo_dark](https://www.hubex.io/hubfs/Brand%20Assets/logo_dark.png)](https://www.hubex.io) - [Revenue Operations](https://www.hubex.io/services/revenue-operations) - [HubSpot](https://www.hubex.io/services/hubspot) - [Onboarding & Implementation](https://www.hubex.io/services/hubspot) - [Integrations](https://www.hubex.io/services/apps-integrations) - [Consulting & Workshops](https://www.hubex.io/services/consulting) - Case Studies - [Gire Mobility](https://www.hubex.io/case-studies/gire-mobility) - [Vainu](https://www.hubex.io/case-studies/vainu) - [Proviso](https://www.hubex.io/case-studies/proviso) - [Culture Intelligence](https://www.hubex.io/case-studies/culture-intelligence) - [Content](https://www.hubex.io/content) - [About](https://www.hubex.io/about) [Let's Talk](https://www.hubex.io/contact) - [Revenue Operations](https://www.hubex.io/services/revenue-operations) - [HubSpot](https://www.hubex.io/services/hubspot) - [Onboarding & Implementation](https://www.hubex.io/services/hubspot) - [Integrations](https://www.hubex.io/services/apps-integrations) - [Consulting & Workshops](https://www.hubex.io/services/consulting) - Case Studies - [Gire Mobility](https://www.hubex.io/case-studies/gire-mobility) - [Vainu](https://www.hubex.io/case-studies/vainu) - [Proviso](https://www.hubex.io/case-studies/proviso) - [Culture Intelligence](https://www.hubex.io/case-studies/culture-intelligence) - [Content](https://www.hubex.io/content) - [About](https://www.hubex.io/about) [Let's Talk](https://www.hubex.io/contact) # Articles & Guides HubSpot CRM how-to guides, insights and lessons from our client work, and in-depth analysis of topics affecting revenue operations. #### Read more about your favorite topic [Strategy & Process](https://www.hubex.io/newsletter/tag/strategy-process) [HubSpot Implementation](https://www.hubex.io/newsletter/tag/hubspot-implementation) [Integrations](https://www.hubex.io/newsletter/tag/integrations) ![AI for Insight, Traditional Automation for Accuracy](https://www.hubex.io/hs-fs/hubfs/ai%20automation%20thumbnail.png?width=1024&name=ai%20automation%20thumbnail.png) 29. October 2025 ### AI for Insight, Traditional Automation for Accuracy Artificial intelligence has successfully taken over every conversation about automation... Read More ![Six HubSpot views that turn sales focus blocks into a daily habit](https://www.hubex.io/hs-fs/hubfs/image-png-Oct-20-2025-09-00-16-6023-AM.png?width=1024&name=image-png-Oct-20-2025-09-00-16-6023-AM.png) 23. October 2025 ### Six HubSpot views that turn sales focus blocks into a daily habit You can have the best tools and smartest outreach strategy in the world, but if reps are... Read More ![Pipeline coverage and replacement: the early warnings most small sales teams ignore](https://t2513417.p.clickup-attachments.com/t2513417/e9f88d03-ac5e-4c5a-872d-7dec01358ad8/image.png) 21. October 2025 ### Pipeline coverage and replacement: the early warnings most small sales teams ignore Why is it that sales teams so often fall short of their targets a few months after a... Read More ![Effect Before Efficiency: The Secret to Building Processes That Actually Work](https://www.hubex.io/hs-fs/hubfs/Effect%20before%20efficiency%20thumbnail.png?width=1024&name=Effect%20before%20efficiency%20thumbnail.png) 03. September 2025 ### Effect Before Efficiency: The Secret to Building Processes That Actually Work In the world of Revenue Operations, the ideal is a simple, elegant playbook. We’re driven... Read More ![Advanced Cookie Based Web Tracking in HubSpot](https://www.hubex.io/hs-fs/hubfs/tracking%20thumbnail-1.png?width=1024&name=tracking%20thumbnail-1.png) 19. August 2025 ### Advanced Cookie Based Web Tracking in HubSpot Most websites use cookies to track visitor behavior and page performance, and HubSpot can... Read More ![Get started with custom integrations to HubSpot](https://www.hubex.io/hs-fs/hubfs/custom%20integration%20thumbnail.jpg?width=1024&name=custom%20integration%20thumbnail.jpg) 05. August 2025 ### Get started with custom integrations to HubSpot Custom integrations, or Private Apps as they are called in the HubSpot environment, are a... Read More ![Visual Updates in HubSpot to Boost Your Team's Productivity](https://www.hubex.io/hs-fs/hubfs/Visual%20UI%20thumbnail.jpg?width=1024&name=Visual%20UI%20thumbnail.jpg) 08. July 2025 ### Visual Updates in HubSpot to Boost Your Team's Productivity By strategically optimizing visual elements to your HubSpot portal, you can make it more... Read More ![5 useful Regex statements for data validation in HubSpot CRM (with code snippets)](https://www.hubex.io/hs-fs/hubfs/Regex%20examples%20thumbnail.png?width=1024&name=Regex%20examples%20thumbnail.png) 03. July 2025 ### 5 useful Regex statements for data validation in HubSpot CRM (with code snippets) Data integrity is the bedrock of any effective CRM system. Clean, consistent data ensures... Read More ![Introducing the data model in HubSpot](https://www.hubex.io/hs-fs/hubfs/data%20model%20thumb.jpg?width=1024&name=data%20model%20thumb.jpg) 17. June 2025 ### Introducing the data model in HubSpot Defining your data model is a part of CRM implementations that often happen behind the... Read More ![How to automatically identify duplicate records in HubSpot](https://www.hubex.io/hs-fs/hubfs/Thumbnails.jpg?width=1024&name=Thumbnails.jpg) 30. May 2025 ### How to automatically identify duplicate records in HubSpot I am going to show you a method I used recently, when we had to sort out a number of... Read More ![Set up GDPR, Data Protection, and Privacy features in HubSpot](https://www.hubex.io/hs-fs/hubfs/basic-gdpr-Thumbnail.jpg?width=1024&name=basic-gdpr-Thumbnail.jpg) 14. April 2025 ### Set up GDPR, Data Protection, and Privacy features in HubSpot It is becoming more and more difficult even for smaller companies to ignore the need for... Read More ![How to quickly analyze sales performance using cohorts in HubSpot](https://www.hubex.io/hs-fs/hubfs/Untitled%20design%20(14).png?width=1024&name=Untitled%20design%20(14).png) 25. March 2025 ### How to quickly analyze sales performance using cohorts in HubSpot Have you ever felt your sales team is spinning their wheels, spending too much time on... Read More ![How to easily delegate LinkedIn prospecting tasks in HubSpot (and why you should)](https://www.hubex.io/hs-fs/hubfs/image-png-Mar-10-2025-09-09-52-1509-AM.png?width=1024&name=image-png-Mar-10-2025-09-09-52-1509-AM.png) 25. March 2025 ### How to easily delegate LinkedIn prospecting tasks in HubSpot (and why you should) At Hubex, we're quite obsessed over building a lean and effective team. Read More ![Measure what matters: Key metrics to track in HubSpot to improve outbound sales performance](https://www.hubex.io/hs-fs/hubfs/image-png-Mar-04-2025-11-22-53-7200-AM.png?width=1024&name=image-png-Mar-04-2025-11-22-53-7200-AM.png) 11. March 2025 ### Measure what matters: Key metrics to track in HubSpot to improve outbound sales performance A couple of weeks ago I spoke with a sales leader who was frustrated because his team... Read More ![Deal hygiene problems? How HubSpot deal Tags keep your pipeline healthy](https://lh7-qw.googleusercontent.com/docsz/AD_4nXfsKkDwy2gkR1hzJ2KsD4P4AeVEpfH8Vi1rOOwMRGcRw_BszLzcv7Gd6aK6a6hyBESkoefNwscBgrh0LuaRIbRCvhl3NDpJ45itv053Y7ZfM8bdnnXIfwcMzNlxm8tbrXlFHlYX6A?key=zhZYpWOxd2_DmmOjwI6IntVR) 04. March 2025 ### Deal hygiene problems? How HubSpot deal Tags keep your pipeline healthy When speaking with sales reps, a common challenge mentioned is a struggle to quickly... 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