Getting the Most Out of HubSpot: Where Businesses Need Support (and How to Plan Ahead)

Implementing HubSpot is a big step in modernising how you market, sell, and serve customers. But even with HubSpot’s user-friendly tools, most teams discover that a little extra support goes a long way in turning the system from “installed” to “indispensable.”

This guide breaks down the most common support challenges businesses face when using HubSpot — and how you can prepare for them so your rollout is smooth, adoption is high, and your investment keeps delivering value.

Common HubSpot Support Challenges

1. Technical and Configuration

Getting HubSpot to fit your business processes takes care. Companies often run into challenges such as:

• Setting up CRM objects, properties, and pipelines to mirror real-world sales stages.

• Troubleshooting integrations with tools like Salesforce, Zoom, or ERP systems.

• Designing workflows and automation logic that remove repetitive manual steps.

• Migrating and cleaning data so adoption doesn’t stall before it starts.

2. Marketing and Content

HubSpot can supercharge marketing — once it’s configured. Teams frequently need support with:

• Designing email, landing page, and template systems that scale.

• Personalisation, smart content, and dynamic CTAs that speak to the right person at the right time.

• SEO and content setup for maximum visibility.

• Interpreting campaign data to identify what’s really driving performance.

3. Sales Enablement

Sales teams benefit most when HubSpot is tuned to their workflow. Common needs include:

• Creating sequences, playbooks, and automation for consistent follow-up.

• Using lead scoring and intent data to prioritise outreach.

• Automating lead assignment and deal creation to avoid leaks in the funnel.

4. Service and Success

Customer retention depends on smooth service processes. HubSpot’s Service Hub is powerful, but businesses often need help with:

• Building ticket pipelines and automated support workflows.

• Configuring customer feedback surveys (NPS, CES, CSAT).

• Setting up knowledge bases for self-service.

• Integrating live chat and chatbots for faster response times.

5. User Management

As teams grow, so does complexity. Common friction points include:

• Assigning permissions and user roles to protect data.

• Structuring teams in HubSpot so everyone sees only what they need.

• Onboarding new users effectively.

6. Reporting and Analysis

Without clear reporting, it’s hard to prove ROI. Many teams struggle with:

• Building custom reports and dashboards for different stakeholders.

• Setting up attribution reporting to track revenue impact.

• Maintaining clean data for accurate insights.

How Businesses Can Tackle These Challenges

The companies that succeed with HubSpot don’t just react to issues — they plan for them. A few proven practices include:

• Discovery and mapping: Clarify your goals, document processes, and connect them to HubSpot features early.

• Clear architecture: Use visual blueprints for data flows, integrations, and automations so the rollout feels manageable.

• Phased adoption: Start with quick wins (data clean-up, pipeline setup) before tackling advanced features like ABM or custom objects.

• Training and enablement: Deliver role-specific training so teams feel confident and self-sufficient.

• Regular reviews: Monitor usage, reporting, and feedback to make iterative improvements rather than one-off fixes.

Final Thoughts

HubSpot is capable of transforming marketing, sales, and service functions — but only when aligned with the realities of your business. By anticipating the most common areas of support, planning structured solutions, and empowering your teams to own the system, you set yourself up for long-term success.