HubSpot, decoded for mortgage & fintech.

Practical notes on running HubSpot well in financial services: the product updates that actually matter, the workflow patterns that hold up, and the mistakes worth avoiding.

Automation

2 min read

How to Set Up Automated Quote Reminders in HubSpot

Picture of Craig Leabig Craig Leabig: Jun 30, 2026 10:10:11 AM

HubSpot's quotes tool is one of the most common setups I see with clients. When HubSpot is connected to a CRM pipeline, reps can generate a quote...

Sales HubSpot Automation
Read More

3 min read

HubSpot's Customer Agent Now Replies to Form Submissions

Picture of Craig Leabig Craig Leabig: Jun 30, 2026 12:45:00 AM

One of the most used features in HubSpot is a form to capture leads. My clients love this setup. When HubSpot is connected to their website, the...

HubSpot AI Automation
Read More