Guides

CRM & RevOps guides and resources

In-depth guides to help you get the most out of your CRM, from implementation to advanced automation.

The Complete Guide to Migrating from Zendesk to HubSpot Service Hub

Everything you need to plan and execute a seamless Zendesk to HubSpot Service Hub migration — from intake channels and SLAs to data migration and go-live.

45 min read10 chapters

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Operations

The Operations Hub Playbook: Blueprints for RevOps Teams

Practical blueprints for HubSpot Operations Hub — data architecture, integrations without middleware, advanced automation, smart routing, and custom objects.

30 min read6 chapters

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Migration

The Ultimate Salesforce to HubSpot Migration Guide

A complete roadmap for migrating from Salesforce to HubSpot — covering evaluation, data cleanup, field mapping, migration methods, QA, training, and post-migration management.

40 min read5 chapters

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