Admin Show & Tell @ the HubSpot Admin HUG 🐙

@HubSpot-CRM Admins are often solving problems that don’t have out-of-the-box answers.

In this Admin HUG Show & Tell, hosted by Kyle Jepson and D’Ana Guiloff, three experienced Admins walk through the actual workflows, reporting builds, and custom code actions they implemented inside their portals.

You’ll see:

• How Erika Josephison used a custom-coded workflow action to determine the most recently added value in a multi-select property and improve lead routing accuracy across product lines
• How Hannah Gunning built budget-to-actual reporting directly in HubSpot using Data Studio, Excel uploads, and a join key workaround to handle single-field dataset joins
• How Nathan De Long approaches custom code actions, including practical examples for owner assignment logic and automated record associations

This session is focused on applied execution. The presenters share their logic, tradeoffs, and implementation approach so you can evaluate whether similar solutions could work in your own portal.

If you are responsible for workflow automation, reporting, lead management, or extending HubSpot functionality beyond native limits, this recording is worth your time.

For continued discussion and peer troubleshooting, join the Admin HUG Slack: adminhug.info/joinslack

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Видео Admin Show & Tell @ the HubSpot Admin HUG 🐙 канала HubSpot Admin HUG