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danielbertschi.com

My HubSpot Tips and Tricks

Building domain-specific Sources Reports with the HubSpot Reporting Add-on


Are you a HubSpot Professional or Enterprise customer who tracks or hosts (Enterprise only) multiple domains or brands in the same portal? Then this is for you!

This post explains in detail how you can use the HubSpot Reporting Add-on to create sources reports (inclusive all the drill down reports) for specific domains, brands, products, subdomains and even subdirectories. Please note that this is a (very good) workaround, however as with all workarounds there are some limitations. 

How to use the HubSpot CRM with multiple currencies


At the time of writing, the HubSpot CRM doesn't support multiple currencies. Instead, you can set one currency at a global level which applies across the board. In most instances that works fine, however particularly in Europe it can be very helpful to be able to represent multiple currencies in the CRM. This post explains in detail how you can still setup multiple currencies with a little workaround and how you can report on the different currencies using the HubSpot Reporting Add-on. 

About this blog

As a Sales Engineer with HubSpot I always enjoy finding solutions for specific use cases. The purpose of this blog is to describe some of the tips and tricks that I've come across or developed myself and to share them with the HubSpot audience.

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