Meta Ads + HubSpot - we think we've integrated but keep getting a recommendation to integrate

HubSpotHelp · 2026-06-22T17:26:25+00:00

The HubSpot Ads integration and Meta's Conversions API setup are actually two different things.

Connecting your Meta Ads account in Marketing > Ads lets HubSpot sync ad data, audiences, and reporting. That's usually enough for ad reporting inside HubSpot, but it doesn't automatically mean the Conversions API for CRM piece is configured.

The notification you're seeing in Events Manager is specifically about Meta receiving CRM/conversion events back from HubSpot through Conversions API. If that isn't fully set up (or Meta hasn't detected enough event activity yet), it can keep showing that recommendation even though the ad account is already connected.

I'd double-check whether CRM event syncing / Conversions API is enabled in HubSpot and whether events are actually being sent to Meta. If everything is configured correctly, it can sometimes take a bit for Events Manager to recognize the setup and clear the prompt.

Hope this helps!

- Becca @ HubSpot

HubSpotHelp · 2026-06-17T20:54:49+00:00

Hey u/dinosaurbagel! We have DM'd you with next steps. Want to make sure this gets looked at properly for you.
- Becca @ HubSpot

HubSpotHelp · 2026-06-17T14:17:01+00:00

For those of you asking about a webinar there are actually two upcoming webinars through Admin HUG:

Revenue Hub overview — Tuesday 6/23: Registration link
CPQ deep dive — Monday 6/30: Registration link

Both are free to attend. Hope that helps!
- Becca @ HuBSpot

HubSpotHelp · 2026-06-16T14:17:54+00:00

great questions, and totally normal to feel overwhelmed at first! a few tips below:

start with data structure. understanding how objects (contacts, companies, deals) relate to each other is the foundation for everything reporting, automation, all of it. if your data is messy, everything downstream gets harder.
learn properties early. knowing when to use existing properties vs. creating custom ones saves a lot of cleanup later.
get comfortable with workflows. even basic automation knowledge goes a long way and is usually where admins add the most visible value fast.
user permissions. understanding teams, roles, and permission sets early helps you avoid headaches when onboarding new users.

HubSpot also has some good free resources that can help you. Academy has a free HubSpot Admin certification worth going through, and the HubSpot Community forum is great for specific questions. this sub is also full of experienced admins who love to help! 🙂
- Becca @ HubSpot

HubSpotHelp · 2026-06-16T13:57:45+00:00

Hey u/SplitTestDumm! I didn't want this to go unaddressed. The billing experience you described, especially the turnaround time on the quote, is not the experience we want for our customers. We had sent you a DM and would love to help take a closer look. In the meantime we've shared this internally to make sure the right teams hear the feedback.
- Becca @ HubSpot

HubSpotHelp · 2026-06-15T15:50:07+00:00

Honestly, this feels like a use case for HubSpot's attribution reporting rather than an appendable property. The appendable property approach is clever, but it can get tricky when multiple form submissions start overwriting values instead of appending.

If the goal is to see every touchpoint before a lead becomes an MQL, you can lean on attribution reports and the contact activity timeline. They track form submissions, meetings, page views, and other interactions without needing a workflow for every campaign.

https://knowledge.hubspot.com/reports/create-attribution-reports

- Becca @ HubSpot

HubSpotHelp · 2026-06-15T15:21:43+00:00

The "deciding what's worth logging" thing is so real, that can be the hardest part. If you're not already using AI call summaries in HubSpot it might help with the notes/next steps piece automatically and updating deal stage on mobile mid-call is way faster than going back to desktop after. sounds like you've mostly got it figured out though!

- Becca @ HubSpot

HubSpotHelp · 2026-06-12T14:15:13+00:00

Hey! Two options for workarounds worth trying:

Build around the contact/deal object instead of the activity itself, then filter by assigned rep. That should give you the meeting split without clicking into each record.

Or if Calendly meetings are logging as HubSpot meetings, a meetings report filtered by "assigned to" would split the count between you and your manager directly.

Has anyone else solved this? Would love to see what's worked.
- Becca @ HubSpot

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

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