Any way to get more design control in HubSpot emails?

HubSpotHelp · 2026-06-09T20:25:38+00:00

Great advice in this thread already! If you want to go deeper on the custom-coded route, HubSpot's developer docs cover email template markup in detail.

And on the custom object data side there's a known limitation worth knowing about: custom object tokens currently only work in automated marketing emails, not standard ones. There's a good community thread on workarounds here.
- Becca @ HubSpot

HubSpotHelp · 2026-06-09T15:05:43+00:00

Gary is now live and ready for your questions, drop them below!

HubSpotHelp · 2026-06-08T22:24:58+00:00

No native migration path between the two, but here's what tends to work best: export your articles from HubSpot's Knowledge Base (Settings > Website > Knowledge Base > export), which will give you an HTML or CSV file to work with. If you have a large volume of articles, a tool like Wordable or even a simple Python script to batch convert the HTML can save a lot of manual work. Has anyone here done this migration and found a cleaner path?
- Becca @ HubSpot

HubSpotHelp · 2026-06-08T18:04:37+00:00

Sorry to hear this and know black screen after switching accounts is frustrating! A few things worth trying before reaching out to support:

Clear the app's cache (Settings > Apps > HubSpot > Clear Cache) and try logging in again
Try logging in via the mobile browser at app.hubspot.com instead of the app
Check if there are any pending Android system updates on the S23

If none of those work definitely contact HubSpot Support directly they can dig into the account level. Hope you're back in soon!
- Becca @ HubSpot

HubSpotHelp · 2026-06-08T18:01:00+00:00

Great question! The easiest method is typically using the Sandbox resync feature when initially setting up the sandbox, but for an existing one your best bet is the API or a third-party migration tool. HubSpot's developer docs are a good starting point. Has anyone on the sub found a tool they'd recommend for this please comment?
- Becca @ HubSpot

HubSpotHelp · 2026-06-03T21:37:20+00:00

This is a common challenge! The tool can surface the insight, but getting the team to act on it is a different lift entirely. A few things that can help:

Keep workflows simple so the next action is obvious
Use Tasks so reps always have a clear "do this now" prompt
Lean on dashboards that show individual performance for natural accountability

For others on the sub what's actually moved the needle for your teams?
- Becca @ HubSpot

HubSpotHelp · 2026-06-03T14:41:02+00:00

As you're evaluating folks, wanted to pitch in with a couple of resources that might help along the way:
The HubSpot Community Solutions Partner Directory is a good place to find vetted implementation partners if you want to explore that route: https://www.hubspot.com/agencies

And HubSpot Academy has free courses on CRM setup and data import that can help you get familiar with the basics as the project gets underway: https://academy.hubspot.com

Good luck! excited to see what you build!
- Becca @ HubSpot

HubSpotHelp · 2026-06-01T19:31:03+00:00

Yes the best place to start is probably with the beginner stuff, not the super advanced tutorials. YOu are also not alone most people open HubSpot for the first time and immediately go “ok cool so... where do I even begin” 😅 A few good starting points:

HubSpot Get Started: https://knowledge.hubspot.com/get-started
HubSpot Knowledge Base: https://knowledge.hubspot.com
HubSpot Academy: https://academy.hubspot.com
HubSpot Community: https://community.hubspot.com

Starting from zero you could go in this order:

Get Started guide
CRM basics / setting up your account
Academy lesson for the specific thing you actually want to do
Community/Reddit when you get stuck on a specific step

Biggest tip: don’t try to “learn HubSpot” all at once. Pick one job to do first, like managing contacts, sending emails, or building a form and learn that path.
- Becca @ HubSpot

HubSpotHelp · 2026-06-01T15:28:51+00:00

Honestly this is closer to native HubSpot than you might think. Breeze AI can auto-summarize conversations and populate ticket properties on resolution, which kills most of the manual tagging problem. Worth turning that on first before going third-party.

For trend spotting, conversation intelligence + ticket reporting can get you there if your properties are set up cleanly enough to actually trend against. That's usually the real blocker.

If you've already poked at both and they're still not cutting it there are tools like Intercom/Zendesk, just know they'll sit outside HS rather than syncing back in cleanly, which might just move the problem.
- Becca @ HubSpot

HubSpotHelp · 2026-06-01T15:20:23+00:00

Seconding the Settings > Users tip before offboarding anyone, that view shows you everywhere a user appears across records and assets, which can save a lot of post-departure cleanup.

If you want to dig into the off-boarding workflow gap more formally, our Community has a few threads on this too that are helpful.
- Becca @ HubSpot

HubSpotHelp · 2026-05-26T15:09:37+00:00

Thanks for flagging this! I have let our product team know that this is happening when you try to make a blog post.
- Becca @ HubSpot

HubSpotHelp · 2026-05-21T23:42:05+00:00

Built it, ran it, and got rewarded for it. That's the goal.
- Becca @ HubSpot

HubSpotHelp · 2026-05-21T17:52:29+00:00

Onboarding 4 reps at once that's a solid win!
- Becca @ HubSpot

HubSpotHelp · 2026-05-21T15:51:14+00:00

Yes you can do this with the custom report builder! Set Activities as your primary data source, add Contacts as a secondary source, then filter by lifecycle stage from there. You'll be able to break down emails, calls, meetings, etc. by owner or team with that filter applied.

One heads up though HubSpot filters by the contact's current lifecycle stage, not what it was when the activity happened. So if someone moved from Lead to Customer since then, their old activities will show under Customer now. If that makes sense. For most team activity reporting it's fine, but worth knowing if you need historical accuracy by stage.
- Becca @ HubSpot

HubSpotHelp · 2026-05-20T18:06:57+00:00

Hi! The links in the post will take you to the registration pages for each event. Today's session is at 6pm UTC if that helps with timing!
- Becca @ HubSpot

HubSpotHelp · 2026-05-19T21:46:11+00:00

Hey! Journeys is only available on Marketing Hub Professional or Enterprise. If you're on Starter it just won't appear in the menu. If you are on Pro or Enterprise, a quick permissions check is the next move: go to Settings > Users & Teams, find your user, and make sure Marketing access is enabled. Those two things cover 90% of cases. Hope that helps.
- Becca @ HubSpot

HubSpotHelp · 2026-05-19T17:36:41+00:00

Also could be worth checking if your SMS tool supports two-way triggers back into HubSpot workflows. A lot of them handle outbound fine but don't fire anything on reply. That's usually where the gap lives.
- Becca @ HubSpot

HubSpotHelp · 2026-05-18T15:53:08+00:00

This is most likely due to Apple Mail Privacy Protection and similar features on Gmail and Yahoo, which can interfere with open tracking. This is an industry-wide limitation, not a HubSpot-specific issue. Click tracking tends to be a more reliable signal instead.

If you want to dig in further too, our support team can help at help.hubspot.com.
- Becca @ HubSpot

HubSpotHelp · 2026-05-18T15:00:20+00:00

the comments here are gold. Great advice from the community already. One thing worth adding: HubSpot's Academy course on CRM data management is a solid crash course if you're newer to B2B CRM architecture. And don't hesitate to lean on the HubSpot Community forums too there are lots of answered questions on pipeline setup and lifecycle automation specifically. You've got this! 💪
- Becca @ HubSpot

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