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.

RevOps

2 min read

HubSpot's New Buyer Intent Signals: Build ABM Triggers

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 HubSpot RevOps

Illustration of a customized HubSpot Analyze tab with chart tiles and a placeholder to add a report

2 min read

Customize HubSpot's Analyze Tab to Match Your Metrics

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 RevOps

2 min read

HubSpot's Rebuilt CRM Index: Coming Soon!

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 RevOps