CRM

Learn how to use the Hubspot help desk workspace to manage tickets, conversations, channels, and permissions for efficient customer support.

Learn how to customize record preview sidebars and highlight cards in Hubspot to show the most important CRM fields for your team.

Learn how to add the Hubspot Visualforce window to Salesforce page layouts to sync data, track activities, and empower your CRM users.

Learn a step‑by‑step B2B sales process with Hubspot to find, nurture, and close high‑value leads using repeatable strategies your team can scale.

Learn how to manage Hubspot language options, change your account language, and use translated tools and content settings effectively.

Learn how to use Hubspot custom objects step by step, including viewing, filtering, reporting, and associating data with standard CRM records.

Learn how Hubspot-style AI workflows solve modern sales challenges, from prospecting to forecasting, with practical steps you can implement today.

Learn how Hubspot users can apply Common Sense Media’s AI safety principles to evaluate and use AI tools more responsibly in marketing and content.

Learn how to use Hubspot-inspired tactics to improve media outreach, pitch journalists effectively, and earn better coverage with data-backed steps.

Learn how to use Hubspot strategies to advertise on mobile messaging apps, reach engaged audiences, and optimize campaigns across key chat platforms.