General HubSpot Questions
This article answers common general questions about navigating and using HubSpot. Whether you’re new to the platform or need a quick refresher, these explanations will help you understand key features and functionality at a glance.
What Is a Contact in HubSpot?
A Contact is an individual in your database—typically a lead, customer, or partner.
Each contact record stores communication history, activity, and personal details.
Tip: Always capture their email address to uniquely identify them and prevent duplicates.
What Is the Difference Between a Contact, Company, Deal, and Ticket?
| Object | Purpose |
|---|---|
| Contact | An individual person (e.g., a lead or customer) |
| Company | A business or organization linked to contacts |
| Deal | A potential revenue opportunity in your pipeline |
| Ticket | A service request or customer issue |
These objects can be associated with each other to maintain a full picture of your customer interactions.
What Is a Workflow?
A Workflow automates tasks and processes, such as:
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Assigning follow-up tasks
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Sending internal or external emails
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Updating record properties
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Rotating leads between sales reps
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Found under: Automation > Workflows
What Is a Pipeline?
A Pipeline is a set of stages that track the progress of deals or tickets.
Example stages in a Sales Pipeline:
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Discovery
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Demo Scheduled
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Proposal Sent
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Closed Won / Lost
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You can have multiple pipelines for different teams or processes.
What Are Custom Properties?
Custom properties let you store unique business information on records.
Examples:
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Contract End Date
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Customer Tier
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Industry Type
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You can create them under: Settings > Properties
What Are User Roles and Permissions?
User roles and permissions define what a user can view, edit, or manage in your HubSpot account.
Set up user access via: Settings > Users & Teams
Use roles to:
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Limit access to sensitive data
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Assign tool-specific permissions
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Create team-based visibility rules
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What Notifications Can I Get in HubSpot?
You can receive:
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Email notifications
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In-app alerts
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Mobile push notifications
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Manage your preferences under:
Settings > Notifications
You’ll get alerts for form submissions, assigned tasks, mentions, and more.
How Do I Keep HubSpot Clean and Organized?
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Use clear naming conventions (e.g., “Q2 Demo Workflow”).
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Review and archive old lists, emails, and workflows monthly.
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Merge duplicate contacts and companies regularly.
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Audit custom properties to remove outdated or unused ones.
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Who Should I Contact for Help?
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Internal Admin or Manager for your company’s processes
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HubSpot Support for technical or account-related issues
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HubSpot Community and Knowledge Base for self-service help
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