Dubray B.

I agree with Tim! I will add :

If you want to go deeper into Hubspot via an IA you can use the API

Happy to chat ! I've done this for two years

Exactly! I wanted to solve it at the source rather than relying only on reports. But things can still go wrong pretty easily. Someone could delete the property from the company record, for example, and then there’s nothing to copy to the deal. That’s why I also built the “Clean Your Room” dashboard as a safety net.

Deals without a contact or company were the first ones. Then, deals without an amount in the pipeline after a certain deal stage. For example, after a discovery call. The CEO wanted better visibility into segmentation, so I also created reports for deals without segmentation based on custom properties. For this company, I also set up some automations to copy properties from the company record to the deal. That way, we could track those properties as well.

I worked with a small sales team. We added enough required properties to keep the CRM on track at each deal stage. Like Ross, we log everything—emails, calls, etc.—directly in the CRM. I also created a “Clean Your Room” dashboard. It includes around 10 reports that help us identify missing information. For example, it flags deals that were created without a contact. It works really well.

I do !