Quick HubSpot Tips

What the knowledge base doesn't tell you

A growing wall of short, useful HubSpot tips. 

Track first meeting date

HubSpot tracks a TON of “firsts”…

First conversion date
Date of first engagement
First deal created date
Time first seen
 …

But not “first meeting booked date,” which seems crazy to me! Solve for it in less than a minute with this sync property.


Use rich text properties in templates

HubSpot stripping the layout from text properties whenever you use them as a personalization token always frustrated me. 

But TIL: a rich text property actually preserves the layout perfectly! 🤯

We wanted deal line items to appear cleanly inside a messaging template.

The setup: 
◆ A custom-coded action pulls the line items from the associated deal 
◆ The code structures them with clean layout and line breaks 
◆ The output maps directly to a rich text property

And voila! The messaging template renders a beautiful, spaced-out list every single time.