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.
Hubspot
7 posts
How to Create a List in HubSpot (2026 Guide)
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.
How to Create a Workflow in HubSpot (2026 Guide)
Build HubSpot workflows with enrollment triggers, branches, and delays. Covers Breeze AI workflow creation, common templates, and plan tier gating.
How to Export Contacts from HubSpot (2026 Guide)
Export contacts from HubSpot to CSV or Excel. Covers all properties vs. current view, segment filters, Activities exports, and per-account limits.
How to Import Contacts into HubSpot (2026 Guide)
Import contacts into HubSpot from a CSV. Covers file prep, property mapping, deduplication by email, multi-object imports, and common errors.
How to Merge Contacts in HubSpot (2026 Guide)
Merge duplicate contacts in HubSpot using the duplicates tool or AI duplicate detection. Covers picking the primary record and what data merges.
How to Connect HubSpot to an AI Agent
Connect HubSpot to your Carly AI agent and automate contact creation, deal updates, and pipeline management — all through email or chat commands.