--- title: Insights | HubSpot description: HubSpot | Your Revenue Operations Resource Center --- # 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. Filter by Tag Show All AI Automation Case Study HubSpot Marketing News RevOps Sales Service ### HubSpot 2 min read #### [How to Set Up Automated Quote Reminders in HubSpot](https://www.inboundignited.com/insights/automated-quote-reminders-hubspot) ![Picture of Craig Leabig](https://app.hubspot.com/settings/avatar/3b1624360ca9d2aff80748efecbf229a) [Craig Leabig](https://www.inboundignited.com/insights/author/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](https://www.inboundignited.com/insights/tag/sales) [HubSpot](https://www.inboundignited.com/insights/tag/hubspot) [Automation](https://www.inboundignited.com/insights/tag/automation) [Read More](https://www.inboundignited.com/insights/automated-quote-reminders-hubspot) [![](https://www.inboundignited.com/hs-fs/hubfs/blog/2026/Customer%20Agent%20Form%20Replies/customer-agent-forms-featured-2026-06.png?width=1200&height=630&name=customer-agent-forms-featured-2026-06.png) ](https://www.inboundignited.com/insights/customer-agent-replies-to-form-submissions) 3 min read #### [HubSpot's Customer Agent Now Replies to Form Submissions](https://www.inboundignited.com/insights/customer-agent-replies-to-form-submissions) ![Picture of Craig Leabig](https://app.hubspot.com/settings/avatar/3b1624360ca9d2aff80748efecbf229a) [Craig Leabig](https://www.inboundignited.com/insights/author/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](https://www.inboundignited.com/insights/tag/hubspot) [AI](https://www.inboundignited.com/insights/tag/ai) [Automation](https://www.inboundignited.com/insights/tag/automation) [Read More](https://www.inboundignited.com/insights/customer-agent-replies-to-form-submissions) [![Dark Inbound Ignited title card reading ](https://www.inboundignited.com/hubfs/blog/2026/Build%20ABM%20Triggers/buyer-intent-signals-featured-2026-06.svg) ](https://www.inboundignited.com/insights/buyer-intent-company-news-signals-abm) 2 min read #### [HubSpot's New Buyer Intent Signals: Build ABM Triggers](https://www.inboundignited.com/insights/buyer-intent-company-news-signals-abm) ![Picture of Craig Leabig](https://app.hubspot.com/settings/avatar/3b1624360ca9d2aff80748efecbf229a) [Craig Leabig](https://www.inboundignited.com/insights/author/craig-leabig): Jun 25, 2026 11:29:59 AM Account-based selling lives and dies on timing. Reach a target account the week it raises a round or swaps an operations leader and you get a reply.... [Sales](https://www.inboundignited.com/insights/tag/sales) [HubSpot](https://www.inboundignited.com/insights/tag/hubspot) [RevOps](https://www.inboundignited.com/insights/tag/revops) [Read More](https://www.inboundignited.com/insights/buyer-intent-company-news-signals-abm) [![Dark Inbound Ignited title card reading ](https://www.inboundignited.com/hs-fs/hubfs/blog/2026/Control%20Which%20Contacts%20AI%20Agent%20Emails%20Back/customer-agent-targeting-featured-2026-06.png?width=1200&height=630&name=customer-agent-targeting-featured-2026-06.png) ](https://www.inboundignited.com/insights/customer-agent-email-targeting) 2 min read #### [Control Which Contacts HubSpot's AI Agent Emails Back](https://www.inboundignited.com/insights/customer-agent-email-targeting) ![Picture of Craig Leabig](https://app.hubspot.com/settings/avatar/3b1624360ca9d2aff80748efecbf229a) [Craig Leabig](https://www.inboundignited.com/insights/author/craig-leabig): Jun 24, 2026 6:41:19 AM An AI agent that answers inbound email is useful right up to the moment it answers the wrong person. HubSpot just shipped the control that decides... [HubSpot](https://www.inboundignited.com/insights/tag/hubspot) [Service](https://www.inboundignited.com/insights/tag/service) [AI](https://www.inboundignited.com/insights/tag/ai) [Read More](https://www.inboundignited.com/insights/customer-agent-email-targeting) [![Illustration of a customized HubSpot Analyze tab with chart tiles and a placeholder to add a report](https://www.inboundignited.com/hs-fs/hubfs/blog/2026/customizable-analyze-tabs-featured-2026-06.png?width=1200&height=630&name=customizable-analyze-tabs-featured-2026-06.png) ](https://www.inboundignited.com/insights/customize-hubspot-analyze-tab-to-match-your-metrics) 2 min read #### [Customize HubSpot's Analyze Tab to Match Your Metrics](https://www.inboundignited.com/insights/customize-hubspot-analyze-tab-to-match-your-metrics) ![Picture of Craig Leabig](https://app.hubspot.com/settings/avatar/3b1624360ca9d2aff80748efecbf229a) [Craig Leabig](https://www.inboundignited.com/insights/author/craig-leabig): Jun 19, 2026 12:07:47 PM Open the Analyze tab on a page or a campaign and you get HubSpot's idea of what matters, not yours. For a lot of teams that default dashboard is a... [HubSpot](https://www.inboundignited.com/insights/tag/hubspot) [RevOps](https://www.inboundignited.com/insights/tag/revops) [Read More](https://www.inboundignited.com/insights/customize-hubspot-analyze-tab-to-match-your-metrics) [![Illustration showing email segments graded High, Medium, and Low before sending](https://www.inboundignited.com/hs-fs/hubfs/blog/2026/hubspot-predicted-email-engagement-featured-2026-06.png?width=1200&height=630&name=hubspot-predicted-email-engagement-featured-2026-06.png) ](https://www.inboundignited.com/insights/hubspot-predicts-email-engagement-before-you-send) 2 min read #### [HubSpot Now Predicts Email Engagement Before You Send](https://www.inboundignited.com/insights/hubspot-predicts-email-engagement-before-you-send) ![Picture of Craig Leabig](https://app.hubspot.com/settings/avatar/3b1624360ca9d2aff80748efecbf229a) [Craig Leabig](https://www.inboundignited.com/insights/author/craig-leabig): Jun 15, 2026 9:37:25 AM You can write a great email and still hurt yourself by sending it to the wrong half of your list. Blast a segment that stopped opening six months ago... [HubSpot](https://www.inboundignited.com/insights/tag/hubspot) [Marketing](https://www.inboundignited.com/insights/tag/marketing) [AI](https://www.inboundignited.com/insights/tag/ai) [Read More](https://www.inboundignited.com/insights/hubspot-predicts-email-engagement-before-you-send) [![](https://www.inboundignited.com/hs-fs/hubfs/Remix%20Images/RevOps%20War%20Room%20with%20Confident%20Team%20and%20Clean%20CRM%20Interface.png?width=1024&height=1024&name=RevOps%20War%20Room%20with%20Confident%20Team%20and%20Clean%20CRM%20Interface.png) ](https://www.inboundignited.com/insights/hubspot-smart-crm-index-rebuild) 2 min read #### [HubSpot's Rebuilt CRM Index: Coming Soon!](https://www.inboundignited.com/insights/hubspot-smart-crm-index-rebuild) ![Picture of Craig Leabig](https://app.hubspot.com/settings/avatar/3b1624360ca9d2aff80748efecbf229a) [Craig Leabig](https://www.inboundignited.com/insights/author/craig-leabig): Jun 1, 2026 4:09:28 PM If you run on HubSpot, the index page is where you live. It is the list of contacts, companies, deals, and tickets you open first thing and keep open... [HubSpot](https://www.inboundignited.com/insights/tag/hubspot) [RevOps](https://www.inboundignited.com/insights/tag/revops) [Read More](https://www.inboundignited.com/insights/hubspot-smart-crm-index-rebuild) [![Inbound Ignited Customer Success Story - Sales Boomerang](https://www.inboundignited.com/hs-fs/hubfs/STORY---SALES-BOOMERANG_2.png?width=600&height=400&name=STORY---SALES-BOOMERANG_2.png) ](https://www.inboundignited.com/insights/testimonial-sales-boomerang) 2 min read #### [Inbound Ignited Customer Success Story - Sales Boomerang](https://www.inboundignited.com/insights/testimonial-sales-boomerang) ![Picture of Craig Leabig](https://app.hubspot.com/settings/avatar/3b1624360ca9d2aff80748efecbf229a) [Craig Leabig](https://www.inboundignited.com/insights/author/craig-leabig): May 1, 2021 12:00:00 AM Inbound Ignited built a custom, HubSpot-powered CRM system to enable Digital Marketing for Sales Boomerang. The platform enabled their team to scale... [HubSpot](https://www.inboundignited.com/insights/tag/hubspot) [Case Study](https://www.inboundignited.com/insights/tag/case-study) [Read More](https://www.inboundignited.com/insights/testimonial-sales-boomerang) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://www.inboundignited.com/media-transcripts/47899967636/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://5406614.fs1.hubspotusercontent-na1.net/hubfs/5406614/blog/2021/testimonial-sales-boomerang/richard-grieser-hubspot-testimonial.mp4", "dateModified" : "2026-06-22T19:24:52.851Z", "description" : "Richard Grieser, VP of Marketing at Sales Boomerang, on how Inbound Ignited built a custom HubSpot CRM that improved their marketing-to-sales handoff, lead nurturing, and revenue growth.", "duration" : "PT6M18.345S", "height" : 720, "name" : "Full video Testimonial_Richard", "thumbnailUrl" : "https://api-na1.hubspot.com/filemanager/api/v3/files/thumbnail-redirect/47899967636?portalId=5406614&size=medium", "uploadDate" : "2021-05-25T20:52:25.518Z", "width" : 1280 } ```