I’m sure everyone has experienced that moment when you discover something amazing that makes you think “where has this been all my life?” I’m curious about what HubSpot shortcuts or hidden features you stumbled upon that completely changed how you work. Maybe it was a workflow automation you didn’t know existed, or a reporting trick that saves you hours every week, or perhaps a contact management feature that simplified your entire process. I’m always looking for ways to be more efficient with the platform and would love to hear about the game-changing discoveries that other users have made. What’s that one thing you found that made you wish you had known about it from day one?
the email templates with personalization tokens changed everythng for me. I spent months typing the same emails over and over like an idiot. then someone showed me contact tokens and company props - they auto-fill names, company details, deal amounts, all of it. what took 10 mins per email now takes 30 sec and looks way more pro.
Custom dashboards changed everything for me. I used to waste hours each month pulling data from different tools and building reports for leadership. HubSpot lets you create dashboards that auto-update with whatever metrics you want. Mine shows lead conversion rates, sales velocity, and marketing ROI in one place. The best part? You can schedule these to email stakeholders automatically. My monthly reporting runs itself now, and execs get real-time funnel visibility. Wish I’d found this feature way sooner.
The deal pipeline automation builder changed everything for me. I wasted nearly two years manually moving deals and setting follow-up reminders. Then I found out you can automate stage progressions based on actions like email opens or form submissions. The best part? Automatic task creation when deals change stages. Now when a deal hits ‘proposal sent,’ it creates a follow-up task for 3 days later without me lifting a finger. I’m saving 2-3 hours weekly on deal management. The automation handles the busy work while I actually sell.