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.

Sales

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
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Dark Inbound Ignited title card reading

2 min read

HubSpot's New Buyer Intent Signals: Build ABM Triggers

Picture of Craig Leabig 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
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