SPOTTER | Your Hubspot Helper
📢 Announcement
Ryan Gunn Joins First Touch
Ryan Gunn (founder of Hubsessed, ex-Aptitude 8) has joined FirstTouch as Head of RevOps to solve a problem he’s faced for years: activating social strategy natively inside HubSpot using CRM data.
To help teams get started, Ryan is hosting a recurring FirstTouch Onboarding Workshop every two weeks starting April 21st. He’ll be walking through how to operationalize social without manual exports or "duct tape" middleware.
✅ Tip
Quick fix for a common HubSpot headache.
Visualize Urgency with Deal Freshness Chips
Scanning a high-volume pipeline is a cognitive drain. When your reps are looking at dozens of abandoned carts or new inquiries, it’s easy for a lead to sit just a few hours too long.
The Fix: Implement "Deal-Age Chips." These are visual tags that appear on deal cards in the board view to show exactly how long a record has been sitting uncontacted.
In the example below, you’ll see it implemented for a strict 72 hour SLA. If a deal ever goes 3 days without contact, it is automatically closed lost.
Your implementation will likely be a slower pace, but the idea is the same. The chips indicate “New”, “Growing Stale”, and “Get in Touch soon”. When they have reached the time limit without being contacted, they are moved to closed lost.
⚠️ Trap
Mistake to avoid before it causes chaos.
Sunset Your Legacy Sandboxes
If you are still testing your integrations or heavy workflow changes in an old "Legacy" sandbox, you are living on borrowed time.
The Risk: HubSpot is officially sunsetting legacy sandboxes at the end of April 2026. If you haven't migrated your testing environment to the new "Standard" sandbox model, you risk losing your configuration data and facing a sudden work stoppage.
The Prevention: Proactively create a new "Standard" sandbox from a fresh production copy.
Note on Integrations: Standard sandboxes do not automatically bring over third-party connections like Salesforce, Shopify, or custom APIs.
The Action: Schedule a 45-minute sync with your technical stakeholders to manually reconnect these integrations in the new environment before the end-of-month deadline. Don't wait until day 28 to find out your test sync is broken.
🔄 Try
Something small to test or improve this week.
Smart Properties to Parse "Last Page Seen"
We’ve all seen the "Last Page Seen" property filled with messy, dashed URLs.
The Experiment: Use Smart Properties (AI) to translate those URLs into clean, human-readable product names for your email customization, personas, and reports
How to do it:
Identify your "Last Page Seen" or "Form Submission URL" property.
Use a Smart Property to have an LLM "best guess" the product name by removing dashes and capitalization.
Feed that clean value into a workflow, contact view, or report.
👋 Need a Spot?
Want help cleaning up your HubSpot portal or setting up something smarter?
Let’s talk about what hands-on help could look like for your team.
