Add or update any fields to your existing HubSpot deals, contacts and companies In this article, we will walk you through how to update your existing contacts, companies and/or deals in HubSpot with additional fields from any external source. (We'll use contacts in

Did you start using Intercom recently and now thinking about getting some metrics and analytics? This post will help you to get started. Nothing complicated, no advanced analytics tools, just a quick overview of things you can setup in few minutes today right inside

If you are reading this post, you are most likely somewhere on that perilous journey to finding the right method to migrate your CRM data to Salesforce. To help save you some time (and $$), I wanted to give a quick overview of the most

I don’t know if you have noticed, but Intercom's definition of built-in First Reply Time metric is a bit unusual. Here is how it works according to Intercom: The median first response time is the time within which 50% of the messages received

(aka: Go Back! Undo! Help me get that data out of there!) I’m sure I’m not the only one who has noticed that in HubSpot CRM, there is no native feature to undo an import. There are a ton of articles and

You know the phrase — measure twice cut once. Think of this as your #1 principle when preparing for a data import. Measuring in this sense means prepping your CSV file to meet the requirements of HubSpot so that you can proceed with your data

As you may be familiar, HubSpot allows you to import Contacts in bulk using their native CSV-import tool. It is a requirement of this tool that you set a Lifecycle Stage for these Contacts to be imported (what is a Lifecycle Stage? See more

Your database isn’t perfect. It might be a mess. It might just need a small dose of spring cleaning. The most common issue? Duplicate records. As a former database adminstrator and freelance data “cleaner”, I know how easy it is to find yourself