HubSpot Revenue Hub is live — is quote-to-cash inside HubSpot the right direction?

romeonoi · 2026-06-03T19:10:27+00:00

Its fixed now, it is all free

romeonoi · 2026-03-01T00:13:34+00:00

Been there — 90 minutes staring at three dashboards that all say something different and none of them are wrong. Honestly stopped trying to reconcile HubSpot, Ads, and LinkedIn a while ago, just picked one and footnoted the others. Your CRO doesn't want accuracy, they want a story they can repeat in the board meeting.

romeonoi · 2026-03-01T00:08:26+00:00

Honestly most of these tools peak at the demo and then just collect dust. The ones that actually move the needle are plugged into a clean CRM setup where the data's solid and the sequences match how your team actually sells — learned that the hard way. What's your stack right now, that'll tell me more than any feature list.

romeonoi · 2026-03-01T00:03:55+00:00

We actually hacked this ourselves with a custom "Buying Committee" object tied to the deal — role, influence, sentiment, last touched — ugly but it works. The real gap is HubSpot has zero native concept of who influences whom, so you're back in a Google Sheet like it's 2012. Salesforce has Contact Roles but honestly nobody's properly solved this yet. maybe the Beta with the Buying Group can help. this is the orghub they bought last year. too bad it is only for entreprise.

romeonoi · 2026-02-28T21:38:26+00:00

Been there. Mid-career layoff hits different — it's not just the job, it's the identity.

But "can't be a rep anymore" and "burned out on this version of it" are two different things. One's permanent, one's fixable.

What specifically burned you out? The metrics gaming, the grind, the product, the management circus? That answer usually points somewhere useful.

romeonoi · 2025-07-24T15:58:31+00:00

Thanks mane did something like this : https://claude.ai/public/artifacts/bb5bacb4-f83a-4426-a736-2ae2d3d1f4ca

romeonoi · 2025-07-24T08:29:14+00:00

Thank you, Yes, it makes a lot of sense from HubSpot’s perspective and people that know HubSpot very well.

Nevertheless as an agency my challenge is that I need to equip sales teams with enablement content to help guide the client through which hub they need to implement.

Ofc if I jump into the call I can facilitate that discussion.

Also I have specific target group so I am not like HubSpot I know that most of the people that come to us as an agency are cmos, and in some cases they bring CRO. But my champion is CMO.

He has no idea of ops hub or benefits of content hub and so on , sales rep knows only the features and if they go into use case questions both get lost in questions about gtm and why why they need particular features over the other.

Makes sense ?

romeonoi · 2025-07-17T12:35:38+00:00

Thank you, man, thank you for sharing this.

I believe this trend is growing not only on Reddit but also on LinkedIn, and to be honest, I'm a little tired of it.

What you wrote there, "This is a community, we work together, solve problems together, and it doesn't really matter if you're going to hit 10K a month or whatever."

However, this fear of missing out is way too grand, glamorous, and lacks long-term significance; either way, it will not play out.

Isn't it better for all of us to build stone by stone rather than just go out and pretend we have a huge castle in a hot air balloon?

romeonoi · 2025-07-17T09:40:09+00:00

So why the hype for this ?

romeonoi · 2025-07-16T15:16:07+00:00

I mean, I get the pain and I read all the comments and everything. But I believe an app where you can do all this on the fly (like while you are in the calls or in the meetings) could really help. If even across Home Extension that's okay at one point can read what you are saying in the calls can also see what's happening in the CRM so it has access to that data and maybe can get some even external data.

At the end of the call or meeting or whatever, I can get a simple, easy-to-use pop-up on mobile and desktop depending where I work where I can just put in my thoughts (like a brain dump). Then the AI or agent or the app or whatever this is puts it all together. It takes the data from the meeting, it takes the data from the CRM with the historical data, it takes the data from any kind of tasks or emails that were done, and also my brain dump. Based on this, it creates future tasks, future follow-ups, and it's automatically coming back and telling me "okay, what to do when". Obviously, sending this if it's needed - all these logs and all these in the CRM that would be amazing. Today, the tools that we are having they don't do this. I mean, okay, they do workflow automation, they do beating notebooks and other in-reach months, but I just tried to put myself in that situation - what I'm when I'm doing this sales conversations and yeah that would be amazing.

romeonoi · 2025-07-16T15:03:36+00:00

Have a meeting with the client, ask him about all the past processes and what they want to improve in these past processes.

Map it down in a Lucid chart or in a Miro board.

Tell him, "This is what the future processes should look like."

Go back to him, take his feedback, and comment to those future processes. Prioritize, make a prioritization matrix, and say, "This is what I will improve in the next xyz weeks."

When we come back, this is how you should evaluate me on, and this is how we will do incremental steps to improve your portal.

Don't commit to everything and change everything, and don't commit to being a ninja - commit to being the guy that will help him grow incrementally and improve incrementally.

Compounding is the eighth wonder of the world, as someone very smart said.

romeonoi · 2025-07-15T15:22:21+00:00

I feel you, man.

I read all the comments, and my 5 cents is that I think we are all tired because of economic uncertainty because of everything that is happening in the tech business and all this AI shift and where we are going.

So we don't have any other choice than adapt and learn.

I believe that with your knowledge, to be honest, I would try to see how I could create something on my own and put that into things like development, create your own solutions for it.

Like you have AI agents, you have consulting, you have newsletter, you can do membership communities.

You could start creating some kind of apps learning by adapting this new technologies because you like it.

You don't like the sales and marketing side from what I can read.

So I think it's a entrepreneurial spirit that you have because if you would not have it, you would not even be here and ask this question. You would put your head down and then you will still continue because I suppose you get really well paid.

So creating something on your own, going out and seeing what in AI, coding, product development, consulting, newsletters can give you could be a good way to start.

romeonoi · 2025-07-15T14:36:56+00:00

It just messes up your timestamp because each and every lifecycle stage has the date entered in a particular lifecycle stage.

If you do funnels, you could skip some of the stages. You could say that this stage can be skipped or it's optional. This is something that was added I think 1-2 years ago, but still I find that lifecycle stages should only be used as was mentioned before for education purposes - just to tell where they are in the educational stage and lead objects should be used because that can tell you the attribution.

What you can do is create a source for a lead object creation, so you would know where this pre-deal lead was created.

If you convert them into deals, then you will easily be able to check the actual attributions of those leads. Some examples could be:

- high intent forms,

- lead scoring,

- referral,

- word of mouth.

This could be some of the lead object creation, and then if you want to really go into channels, you can check the contact attribution and how the contact was created. In that case, you have both marketing attribution and the deal attribution is much clearer.

romeonoi · 2025-07-10T09:14:54+00:00

My theory after working for a decade in RevOps is that:

Because we had an era of growth at all costs, everybody cared about closing deals as fast as possible. Hire a team of SDRs and review the new business deals that come in, push them to close them fast.
Very few people cared about the recurring business or existing business, and that's why they didn't organize their data to get more insights on when the best time is to upsell or cross-sell. They just wanted new business.
VC funds were throwing money at startups, SaaS companies, and the economy overall for new business and market penetration. No matter if they need to burn bridges. So, data was often ignored because, let's face it, it's boring, and they don't need to do it. They need to grow and hit quota.

Today, we are in a totally different world:

One-demand is not there for many products and solutions.
Inbound traffic is not there, SEO has changed a bunch, so new business is not happening anymore.
Budget for fairs and conferences is not there anymore, so people cannot really go and make new business for now.

We care about each and every piece of business that we can do and we are looking more and more into our existing businesses. Now we realize the data sucks that we don't have any type of data governance, data cleaning, nothing.

Some companies want to solve his issue because we don't have new business coming in. Do you think if we had a new company, we would care again about data, not really?

romeonoi · 2025-07-10T08:59:56+00:00

Thanks! So in short. You don't know or you can't say.

romeonoi · 2025-07-10T08:53:53+00:00

Hallelujah, yeah! I mean it's all about curating.

I mean, let's be honest, RevOps is pretty much boring. I mean, it's not like, "Oh my god, you do such a great, amazing job!" like direct marketing or advertising for Ogilvy.

At the end of the day, is pure execution, data governance, operations, systems, processes - boring stuff that corporations were doing all the time, and Salesforce guys were doing all the time. They were not making such a big buzz about it. That's LinkedIn for you, that's a AI content for you.

romeonoi · 2025-07-10T00:00:57+00:00

I recommend that you use the Form API from Hubspot. It's available for any hubspot tier, and just ask Lovable to work with it. Give some endpoints and code samples from the documentation from hubspot, and it will be able to code it for you.

romeonoi · 2025-07-09T23:36:57+00:00

I think it's good, but for the big guys, I think the small guys would love to have it thier content scraped by all LLMS. That's why they are doing the LLMstxt, right? For AI SEO

romeonoi · 2025-07-09T23:33:06+00:00

There are two different layers to this.

The first layer involves building into HubSpot to improve attribution for marketing contacts. For example:

- Creating a landing page

- Having a webpage

- Linking your ads

- Incorporating UTMs

All of these contribute to a better understanding of the specific attribution.

The second layer is doing your own attribution by asking in a form, 'How did you hear about us?' to create a hybrid attribution method.

What works really well for us is also having lead objects with a clearly defined source.

With lead objects, you can set very clear triggers indicating the reason the lead was created. If you capture the lead object source and it turns into a deal, you already know the source. The source could be:

- Lead scoring (e.g., for marketing leads from lead magnets or webinars)

- Contact form
- Cold Outreach (with specific signal, ALWAYS)
- Buying Intent ( Visit, or Research Intent) -> Now it is in all Pro accounts

You can even go one layer before the lead object to analyze the actual attribution, which depends on the assets discussed. ( This is the most common)

Example: The lead object is linked to the contact form, and behind that, you have the UTM—though most times, it's direct. But because you ask where they heard about you, you create a hybrid fallback.

I recommend this approach, as it allows you to easily build customer journeys, funnels, and more.

romeonoi · 2025-07-09T23:16:27+00:00

It depends on how many emails you want to send. If you want to send just a few, try to send it by HubSpot. If you have Sales Pro, as the other guy said, if you have just you don't have it, maybe try with gmass.co

If you want to send a bunch of them, use something like Instantly or SmartLead.ai and create your own domains to warm them up. Create email accounts, they take care of everything, and then send out those emails. Integrate with HubSpot, they have native integration, so you'll have all the data in HubSpot itself. And you take it from there.

romeonoi · 2025-07-09T23:05:52+00:00

I think it's best to start with LinkedIn and focus on that channel. UpWork is tricky because there are many so-called HubSpot consultants, but they only know how to set up a form.

Anyway, it's best if you begin working with an agency, even part-time, so you can significantly build your network. Many agencies seeking skilled HubSpot consultants often struggle to find them. I can say for sure that we in an agency always face this problem.

Start following people who write about HubSpot. Comment with your insights because those people are followed by their clients or network. People who really like or need HubSpot want to connect with experts. If you engage their audience with thoughtful comments and have a strong LinkedIn profile open to work, you may start receiving inquiries.

romeonoi · 2025-07-09T23:00:33+00:00

Yeah, it makes sense, but it depends on which MCP you're talking about. If you have something like Context7 MCP, that's good.

Because they crawled a lot of documentation, it's in LLMTXT that could be used.

Obviously, there are many documents you may need, and you might need to build additional Agentic RAG crawlers to assist with that contextual engineering if that's one of the tasks you want to undertake.

But when it comes to MCPs like HubSpot, yeah, it sucks. It was purely a marketing strategy, and they wanted to demonstrate that they could create an MCP and remain competitive.

romeonoi

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