The Lovable Marketing Blog by Carrie Gallagher

October 7, 2026 By Carrie Gallagher

Using HubSpot Work to Manage Client Onboarding

Closing a deal is only the beginning.

Once a new customer signs, the work shifts from sales to onboarding, implementation, and customer success.

And that handoff is often where things get messy.

The deal history lives in HubSpot. The onboarding tracker may live in a spreadsheet. The kickoff meeting gets scheduled separately. Internal notes get copied into a document. Someone manually creates tasks for the next steps.

HubSpot Work can bring that process together.

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October 6, 2026 By Carrie Gallagher

Using HubSpot Work to Manage HubSpot Admin Requests

HubSpot admins tend to get requests from everywhere.

Someone sends a Slack message asking for a workflow change. Another person emails about permissions. Someone else needs a report updated or a property changed.

Individually, those requests may be simple.

Collectively, they can become very difficult to manage.

HubSpot Work can create a centralized system for handling those requests.

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October 5, 2026 By Carrie Gallagher

HubSpot Work Forms: Internal Forms Without Cluttering Your CRM

One of the HubSpot Work capabilities that immediately stood out to me is internal intake.

Not because internal forms are new.

They aren’t.

The interesting part is where the information can live after someone submits the form.

For years, HubSpot forms have been tightly connected to CRM properties. That’s exactly what you want when you’re collecting information that belongs on a contact, company, deal, or another CRM record.

But internal operational requests are different.

Sometimes you need to collect a lot of information to run a process without permanently storing all of that information on the CRM record itself.

HubSpot Work Forms gives teams another option.

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October 4, 2026 By Carrie Gallagher

9 Practical Ways Teams Can Use HubSpot Work

HubSpot Work is one of the more interesting additions to HubSpot in a while because it addresses something that has traditionally happened around the CRM rather than inside it.

Your customer data may live in HubSpot, but the work associated with that data often doesn’t.

Client onboarding gets tracked in spreadsheets. Internal requests arrive through Slack. Marketing projects live in separate project-management tools. Sales reps maintain account plans in documents. HubSpot admins field requests through email, chat, and conversations.

HubSpot Work is designed to bring more of that operational work into HubSpot.

Currently available in public beta, HubSpot Work combines tables, documents, forms, and AI agents in a workspace that is natively connected to the CRM.

Here are nine practical ways teams can use it.

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October 3, 2026 By Carrie Gallagher

CRM Architecture Determines What You Can Report On

HubSpot has powerful reporting tools. But if you’ve ever tried to build a report and discovered that HubSpot can’t quite answer the question you’re asking, the problem may not be the report itself.

Often, it’s everything underneath it.

The way your CRM is structured, how records are associated, where your data lives, how consistently properties are populated, and whether HubSpot has access to the right information all determine what you can ultimately report on.

That’s why when a client comes to me with an advanced HubSpot reporting problem, I rarely start by building a dashboard.

I start by asking: What are you actually trying to understand?

Then I work backward to determine whether HubSpot has the data and structure required to answer that question.

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