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HubSpot tips and tricks from the trenches
How to Keep HubSpot Data Segmented with Smart Properties
Keeping a CRM database properly segmented can be difficult, especially when the process relies on people entering and maintaining the data manually....
How to create custom-coded quote modules for Revenue Hub using Codex
A practical, field-tested workflow for scoping, prompting, building, uploading and testing HubSpot custom quote modules with ChatGPT, Codex and the HubSpot...
How to Set Up HubSpot’s Customer Agent the Right Way (2026 Guide)
A practical 2026 guide to knowledge, actions, handoff and rollout Customer Agent is no longer just a smarter chat widget. In a well-configured HubSpot portal,...
Build Your ‘AI Info Page’ in HubSpot - a blueprint for AI Engines
Your brand’s new “about page” isn’t written for people, it’s written for AI As we covered in our AEO playbook, the way people discover brands is changing fast....
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How to Add Schema to Your HubSpot Website (and Why It Matters for AEO)
The invisible signal that makes your content clearer to AI If you read our recent post on Answer Engine Optimisation (AEO) , you’ll know that search is...
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Answer Engine Optimisation (AEO): A playbook for HubSpot Users
The way your customers find information is undergoing a fundamental shift. For two decades, the goal was to earn a click from a list of blue links on a search...
HubSpot Expert Roundup: The 2025 Updates You Shouldn’t Miss
The dust has settled from HubSpot's biggest event of the year, and the verdict is in from those who know the platform best. We reached out to our network of...
HubSpot Credits Explained: Allowances, Costs and Controls
Reviewed September 2026 HubSpot Credits are the usage unit behind a growing set of AI, automation, intent and data features. The monthly allowance included...
HubSpot Breeze AI: Four Updates from INBOUND 2025
A new era for AI in HubSpot At INBOUND 2025, HubSpot unveiled the new and improved Breeze, the most ambitious evolution of its AI capabilities so far. Breeze...