How to Create a Deal in HubSpot (2026 Guide)
Create deals in HubSpot from the Deals dashboard, a contact record, or a company record. Covers pipelines, stages, associations, and tier limits.
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Create deals in HubSpot from the Deals dashboard, a contact record, or a company record. Covers pipelines, stages, associations, and tier limits.
Step-by-step instructions for creating active and static segments (formerly lists) in HubSpot, covering filter logic, AND/OR criteria, common use cases, and tier limits.
Build HubSpot workflows with enrollment triggers, branches, and delays. Covers Breeze AI workflow creation, common templates, and plan tier gating.
Export contacts from HubSpot to CSV or Excel. Covers all properties vs. current view, segment filters, Activities exports, and per-account limits.
Import contacts into HubSpot from a CSV. Covers file prep, property mapping, deduplication by email, multi-object imports, and common errors.
Merge duplicate contacts in HubSpot using the duplicates tool or AI duplicate detection. Covers picking the primary record and what data merges.
Connect HubSpot to your Carly AI agent and automate contact creation, deal updates, and pipeline management — all through email or chat commands.