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The scene includes floating analytics icons like a magnifying glass, target, clipboard, and funnel among abstract clouds.Modern style illustration representing HubSpot Custom Reports and Dashboards No Text2026-07-22https://www.onthefuze.com/hubspot-insights-blog/what-is-hubspot-crm-overviewhttps://www.onthefuze.com/hubfs/Logo%20(1).svgLogo (1)Logo (1)https://www.onthefuze.com/hubfs/otf-logo-1.pngotf-logo-1otf-logo-1https://www.onthefuze.com/hubfs/AI-Generated%20Media/Images/Modernstyle%20illustration%20no%20pale%20or%20pastel%20colors%20The%20image%20is%20about%20What%20HubSpot%20is%20We%20answer%20that%20question%20in%20the%20blog-Dec-01-2025-08-37-22-4687-PM.pngIllustration titled "What is HubSpot" showing two people, a computer monitor with the HubSpot logo (orange hub with connected nodes), and marketing icons including a magnifying glass, lightbulb, and growth chart. Black background with orange, blue, and cream accents in a modern, flat design style.Modernstyle illustration no pale or pastel colors The image is about What HubSpot is We answer that question in the blog-Dec-01-2025-08-37-22-4687-PMhttps://www.onthefuze.com/hubfs/Imported_Blog_Media/Option-1-1.jpgOption-1-1Option-1-1https://www.onthefuze.com/hubfs/Brian%20Halligan%20and%20Dharmesh%20Shah-2.webpHubSpot co-founders Brian Halligan and Dharmesh Shah in a professional portrait against an orange background with dot pattern, representing the entrepreneurial vision behind the inbound marketing platformBrian Halligan and Dharmesh Shah-2https://www.onthefuze.com/hubfs/Top%20HubSpot%20Integrations-1%20(1).webpHubSpot integration ecosystem showing the platform connected to popular business tools including Slack, Salesforce, Mailchimp, Facebook, Google services, Xero, Twilio, LinkedIn, Zoom, WordPress, Google Calendar, Hootsuite, and other third-party applications through the App MarketplaceTop HubSpot Integrations-1 (1)https://www.onthefuze.com/hubfs/OTF-white.pngOTF-whiteOTF-whitehttps://www.onthefuze.com/hubfs/hubspot-img.webpHubSpot CRM platform displayed on a laptop screen surrounded by connected icons representing integrations—website pages, network connections, email, live chat, analytics, documents, and click tracking—illustrating the unified customer platform ecosystemhubspot-imghttps://www.onthefuze.com/hubfs/Imported_Blog_Media/Animated%20character%20protecting%20customers%20information%20from%20a%20thief%20Illustration%20styled-1.jpgAnimated character protecting customers information from a thief Illustration styled-1Animated character protecting customers information from a thief Illustration styled-1https://www.onthefuze.com/hubfs/Main%20Hubs.webpHubSpot's six core hubs displayed as cards with icons—Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and Commerce Hub—showing the platform's complete suite of business toolsMain Hubshttps://www.onthefuze.com/hubfs/AI-Generated%20Media/Images/Modern%20illustration%20no%20dark%20or%20pastel%20colors%20The%20image%20is%20the%20visual%20representation%20of%20a%20logo%20typography%20and%20colors%20creating%20a%20brand%20Make%20sure%20there%20is%20a%20background%20in%20the%20image.pngHubSpot Branding illustration showing a designer holding a large pen while creating a colorful logo on a digital canvas, with brand elements including color palette and typography displayed on the leftModern illustration no dark or pastel colors The image is the visual representation of a logo typography and colors creating a brand Make sure there is a background in the image2026-01-20https://www.onthefuze.com/hubspot-insights-blog/best-ai-tools-for-business-growth-2025https://www.onthefuze.com/hubfs/Imported_Blog_Media/Meet%20Breeze-1.jpgMeet Breeze-1Meet Breeze-1https://www.onthefuze.com/hubfs/otf-logo-1.pngotf-logo-1otf-logo-1https://www.onthefuze.com/hubfs/Imported_Blog_Media/image-Jul-31-2025-03-07-31-4894-PM.pngimage-Jul-31-2025-03-07-31-4894-PMimage-Jul-31-2025-03-07-31-4894-PMhttps://www.onthefuze.com/hubfs/Logo%20(1).svgLogo (1)Logo (1)https://www.onthefuze.com/hubfs/Imported_Blog_Media/3%20Join%20Beta-1.png3 Join Beta-13 Join Beta-1https://www.onthefuze.com/hubfs/OTF-white.pngOTF-whiteOTF-whitehttps://www.onthefuze.com/hubfs/Breeze-Intelligence-featured-image-2.webpBreeze-Intelligence-featured-image-2Breeze-Intelligence-featured-image-2https://www.onthefuze.com/hubfs/Imported_Blog_Media/AI%20Settings-3.pngAI Settings-3AI Settings-3https://www.onthefuze.com/hubfs/HubSpot%20AEO%20Tool%203D%20Illustration%20(1)%20(1)-2.webp3D orange and cream illustration of a browser window with a search bar and AI-generated content card, encircled by an AI brain icon and small icons for analytics, pie chart, bar chart, and checkmark, representing the HubSpot AEO Tool.HubSpot AEO Tool 3D Illustration (1) (1)-2https://www.onthefuze.com/hubfs/Imported_Blog_Media/Deactivate-1.pngDeactivate-1Deactivate-1https://www.onthefuze.com/hubfs/Imported_Blog_Media/Grayed%20Out-1.pngGrayed Out-1Grayed Out-1https://www.onthefuze.com/hubfs/Imported_Blog_Media/Breeze%20Agents%20featured%20image-1.webpBreeze Agents featured image-1Breeze Agents featured image-1https://www.onthefuze.com/hubfs/Imported_Blog_Media/1%20-1.png1 -11 -1https://www.onthefuze.com/hubfs/Imported_Blog_Media/breeze-ai%20cover-1.pngbreeze-ai cover-1breeze-ai cover-12026-05-08https://www.onthefuze.com/knowledge-base/start-with-sequences2025-04-08https://www.onthefuze.com/case-studies/how-to-improve-sales-visibility-with-custom-hubspot-reportshttps://www.onthefuze.com/hubfs/before-onthefuze.svgbefore-onthefuzebefore-onthefuzehttps://www.onthefuze.com/hubfs/decorative-circle.svgdecorative-circledecorative-circlehttps://www.onthefuze.com/hubfs/CLSI%20Logo.webpCLSI LogoCLSI Logohttps://www.onthefuze.com/hubfs/sales-leader-frustrated-with-crm.webpStressed professional with laptop looking concernedsales-leader-frustrated-with-crmhttps://www.onthefuze.com/hubfs/WF-4-_-Won-Lost-_-Sales-pipeline-web.pngHubSpot sales workflow automation showing deal stage triggers, conditional branching logic, and automated email sequences for the contract signing process with closed won/lost pipeline management and follow-up communications.WF-4-_-Won-Lost-_-Sales-pipeline-webhttps://www.onthefuze.com/hubfs/results-icon.pngresults-iconresults-iconhttps://www.onthefuze.com/hubfs/Logo%20(1).svgLogo (1)Logo (1)https://www.onthefuze.com/hubfs/WF-4-_-Won-Lost-_-Sales-pipeline-web-resize.webpWF-4-_-Won-Lost-_-Sales-pipeline-web-resizeWF-4-_-Won-Lost-_-Sales-pipeline-web-resizehttps://www.onthefuze.com/hubfs/Problem-icon.pngProblem-iconProblem-iconhttps://www.onthefuze.com/hubfs/Group%20144-1.webpStressed professional with laptop looking concernedGroup 144-1https://www.onthefuze.com/hubfs/Background-icon.pngBackground-iconBackground-iconhttps://www.onthefuze.com/hubfs/plashlights-logo.webpMarine Lighting Plash Logoplashlights-logohttps://www.onthefuze.com/hubfs/Light-Bulb.pngLight-BulbLight-Bulbhttps://www.onthefuze.com/hubfs/onthefuze-solutions-team.pngonthefuze-solutions-teamonthefuze-solutions-teamhttps://www.onthefuze.com/hubfs/Time-report.webpTime-reportTime-reporthttps://www.onthefuze.com/hubfs/by-agent.webpby-agentby-agenthttps://www.onthefuze.com/hubfs/otf-logo-1.pngotf-logo-1otf-logo-1https://www.onthefuze.com/hubfs/onthefuze-client-relationship.svgonthefuze-client-relationshiponthefuze-client-relationshiphttps://www.onthefuze.com/hubfs/Appsketiers%20(1).webpAppsketiers logoAppsketiers (1)https://www.onthefuze.com/hubfs/OTF-white.pngOTF-whiteOTF-whitehttps://www.onthefuze.com/hubfs/Autouse%20logo%201.webpAutouse logoAutouse logo 12026-11-03https://www.onthefuze.com/hubspot-insights-blog/hubspot-quickbooks-integrationhttps://www.onthefuze.com/hubfs/Certified%20App%201.webpHubSpot Marketplace listing for QuickBooks Online, a HubSpot-certified app built by HubSpot with 15K installs. The Install button is highlighted and notes it requires a QuickBooks Online subscription. The overview shows sync status for contacts, products, and invoices.Certified App 1https://www.onthefuze.com/hubfs/Imported_Blog_Media/Option-1-1.jpgOption-1-1Option-1-1https://www.onthefuze.com/hubfs/Roll%20out%20phases.webpFour-step QuickBooks sync process: 1 Prepare, lock in settings before first sync (admin + bookkeeper). 2 Configure direction, filters and field mappings (admin). 3 Prove it with one real invoice end-to-end (admin). 4 Maintain with a monthly review (owner, admin, bookkeeper).Roll out phaseshttps://www.onthefuze.com/hubfs/Step%201_%20Install%20the%20app.webpHubSpot Marketplace with four numbered steps: 1 the Marketplace icon in the top bar, 2 the Marketplace page, 3 QuickBooks Online typed in the search bar, 4 the QuickBooks Online app by HubSpot selected at the top of the results, above third-party versions.Step 1_ Install the apphttps://www.onthefuze.com/hubfs/Quickbook%20workflows%201.webpHubSpot workflow editor with a form submission trigger. The action panel search for QuickBooks is highlighted, listing QuickBooks Online actions: create a paid sales receipt, sales receipt, invoice, paid invoice, expense, refund receipt or estimate.Quickbook workflows 1https://www.onthefuze.com/hubfs/Logo%20(1).svgLogo (1)Logo (1)https://www.onthefuze.com/hubfs/Synced%20Invoice.webpScreenshot of the Invoices list in QuickBooks Online, where invoice INV-1003 synced from HubSpot appears for $1,700. The highlighted side panel shows it's due in 7 days, with an activity timeline marked Opened and the Sent, Viewed, and Paid steps still pending.Synced Invoicehttps://www.onthefuze.com/hubfs/HubSpot%20Quickbooks%20integration%20featured%20image.webp3D illustration of the HubSpot and QuickBooks logos linked by two-way sync arrows. A contact card and bar chart sit beside HubSpot, an invoice and stack of green coins beside QuickBooks, with a settings gear between them.HubSpot Quickbooks integration featured imagehttps://www.onthefuze.com/hubfs/Object%20Sync.webpScreenshot of the QuickBooks Online integration in HubSpot settings in four numbered steps: click the settings gear, open Integrations, go to the CRM syncs tab, and click Edit next to Contact sync. The contact, invoice, and product syncs are all Off.Object Synchttps://www.onthefuze.com/hubfs/Transaction%20numbers%20off.webpScreenshot of a Sales settings page in three numbered steps: open Sales, go to Sales form content, and turn on Custom transaction numbers. The same section has invoice terms (Net 30), delivery method, and toggles for shipping, service date, discount, deposit, and tags.Transaction numbers offhttps://www.onthefuze.com/hubfs/Created%20Invoice.webpCustomer view of invoice INV-1003 billed to Acme, dated October 7, 2026 and due October 14, 2026. It lists one Pro Package, a service for lean teams that lack time to learn or clean up HubSpot, at $1,700.00 total in USD, with a Download button.Created Invoicehttps://www.onthefuze.com/hubfs/Convert%20deal%20to%20invoice.webpScreenshot of a HubSpot deal record for Acme Pro Package ($20,400). The highlighted Invoices card has its Add menu open with four options: convert deal to subscription, convert deal to invoice, create blank invoice, or add existing invoice.Convert deal to invoicehttps://www.onthefuze.com/hubfs/Create%20Invoice-1.webpScreenshot of HubSpot's Create invoice screen, with the cursor on the Create button. The invoice bills a contact at the company Acme, dated 10/07/2026 with Net 7 terms, due 10/14/2026, and numbered INV-1003. Below are address options and a Line items section in USD.Create Invoice-1https://www.onthefuze.com/hubfs/otf-logo-1.pngotf-logo-1otf-logo-1https://www.onthefuze.com/hubfs/Configure%20Sync.webpScreenshot of the Configure step for setting up Contact sync between QuickBooks Online and HubSpot. The highlighted section shows a two-way sync between QuickBooks customers and HubSpot contacts, records matched by email address, and conflicts set to use HubSpot data.Configure Synchttps://www.onthefuze.com/hubfs/Close%20the%20books.webpScreenshot of the Advanced settings page in three numbered steps: open Advanced, turn on Close the books in the Accounting section, and click Save. The closing date is set to 30/10/2026, and the setting is "Allow changes after viewing a warning."Close the bookshttps://www.onthefuze.com/hubfs/OTF-white.pngOTF-whiteOTF-whitehttps://www.onthefuze.com/hubfs/Imported_Blog_Media/Gmail%20email%20integration%20Illustration%20Style-1-1.jpgGmail email integration Illustration Style-1-1Gmail email integration Illustration Style-1-1https://www.onthefuze.com/hubfs/AI-Generated%20Media/Images/Modern%20illustrationstyle%20image%20showing%20Salesforce%20and%20HubSpot%20logos%20joining%20forces%20in%20a%20single%20CRM%20No%20pale%20or%20pastel%20colors%20No%20background%20just%20transpa-1.pngModern illustrationstyle image showing Salesforce and HubSpot logos joining forces in a single CRM No pale or pastel colors No background just transpa-1Modern illustrationstyle image showing Salesforce and HubSpot logos joining forces in a single CRM No pale or pastel colors No background just transpa-12026-10-28https://www.onthefuze.com/client-projects/recovering-important-data-from-salesforcehttps://www.onthefuze.com/hubfs/bullseye.svgbullseyebullseyehttps://www.onthefuze.com/hubfs/Veronica%20R.pngVeronica RVeronica Rhttps://www.onthefuze.com/hubfs/Image%201%20(6)%20(1).pngImage 1 (6) (1)Image 1 (6) (1)https://www.onthefuze.com/hubfs/Creating%20a%20multi-step%20module%20with%20changing%20responses%20according%20to%20the%20user%E2%80%99s%20input.pngCreating a multi-step module with changing responses according to the user’s inputCreating a multi-step module with changing responses according to the user’s inputhttps://www.onthefuze.com/hubfs/Creating%20a%20Custom%20Solution%20to%20Present%20the%20Deal%20Count%20of%20Each%20Pipeline%20Stage%20Reporting%20Help!!.pngCreating a Custom Solution to Present the Deal Count of Each Pipeline Stage Reporting Help!!Creating a Custom Solution to Present the Deal Count of Each Pipeline Stage Reporting Help!!https://www.onthefuze.com/hubfs/Partner%20of%20the%20Year-1.pngPartner of the Year-1Partner of the Year-1https://www.onthefuze.com/hubfs/Recovering%20important%20data%20from%20SalesForce.pngRecovering important data from SalesForceRecovering important data from SalesForcehttps://www.onthefuze.com/hubfs/Turning%20a%20complex%20nav%20menu%20into%20a%20marketing-friendly%2c%20drag%20and%20drop%20module.pngTurning a complex nav menu into a marketing-friendly, drag and drop moduleTurning a complex nav menu into a marketing-friendly, drag and drop modulehttps://www.onthefuze.com/hubfs/elite-badge-white-end-1.pngelite-badge-white-end-1elite-badge-white-end-1https://www.onthefuze.com/hubfs/hubspot-enterprise-onboarding---onboarding-accreditation%201.pnghubspot-enterprise-onboarding---onboarding-accreditation 1hubspot-enterprise-onboarding---onboarding-accreditation 1https://www.onthefuze.com/hubfs/on-the-fuze-logo.pngon-the-fuze-logoon-the-fuze-logohttps://www.onthefuze.com/hubfs/lightbulb.svglightbulblightbulbhttps://www.onthefuze.com/hubfs/otf-logo.pngotf-logootf-logo2025-04-10https://www.onthefuze.com/hubspot-insights-blog/editing-contactshttps://www.onthefuze.com/hubfs/Imported_Blog_Media/Edit%20Contacts%20database%20Illustration%20Style-1-1.jpgEdit Contacts database Illustration Style-1-1Edit Contacts database Illustration Style-1-1https://www.onthefuze.com/hubfs/Imported_Blog_Media/2%201%20edits-1.png2 1 edits-12 1 edits-1https://www.onthefuze.com/hubfs/Logo%20(1).svgLogo (1)Logo (1)https://www.onthefuze.com/hubfs/Imported_Blog_Media/3%20Save-1.png3 Save-13 Save-1https://www.onthefuze.com/hubfs/Imported_Blog_Media/Gmail%20email%20integration%20Illustration%20Style-1-1.jpgGmail email integration Illustration Style-1-1Gmail email integration Illustration Style-1-1https://www.onthefuze.com/hubfs/OTF-white.pngOTF-whiteOTF-whitehttps://www.onthefuze.com/hubfs/Imported_Blog_Media/Export%20Contact%20Database%20Illustration%20Style-1-1.jpgExport Contact Database Illustration Style-1-1Export Contact Database Illustration Style-1-1https://www.onthefuze.com/hubfs/otf-logo-1.pngotf-logo-1otf-logo-1https://www.onthefuze.com/hubfs/Imported_Blog_Media/1%20Access%20-1.png1 Access -11 Access -1https://www.onthefuze.com/hubfs/Imported_Blog_Media/Assign%20Contacts%20Illustration%20Style-Apr-09-2025-01-52-10-4726-PM-1.jpgAssign Contacts Illustration Style-Apr-09-2025-01-52-10-4726-PM-1Assign Contacts Illustration Style-Apr-09-2025-01-52-10-4726-PM-12026-10-28https://www.onthefuze.com/hubspot-insights-blog/hubspot-email-templates-from-beginner-to-prohttps://www.onthefuze.com/hubfs/Imported_Blog_Media/Gmail%20email%20integration%20Illustration%20Style-1-1.jpgGmail email integration Illustration Style-1-1Gmail email integration Illustration Style-1-1https://www.onthefuze.com/hubfs/Marketing-Templates.pngHubSpot email templates selection interface showing drag-and-drop template options including Black Friday, Cyber Monday, Birthday, Announcement, and E-Book designsMarketing-Templateshttps://www.onthefuze.com/hubfs/Logo%20(1).svgLogo (1)Logo (1)https://www.onthefuze.com/hubfs/Imported_Blog_Media/Inbound%20tools%20like%20emails%20forms%20and%20CTAs%20working%20togethe%20HD%20Illustration%20style-1-1.jpgInbound tools like emails forms and CTAs working togethe HD Illustration style-1-1Inbound tools like emails forms and CTAs working togethe HD Illustration style-1-1https://www.onthefuze.com/hubfs/otf-logo-1.pngotf-logo-1otf-logo-1https://www.onthefuze.com/hubfs/Imported_Blog_Media/Email%20being%20configured%20with%20tools%20Illustration%20style-1.jpgEmail being configured with tools Illustration style-1Email being configured with tools Illustration style-1https://www.onthefuze.com/hubfs/OTF-white.pngOTF-whiteOTF-whitehttps://www.onthefuze.com/hubfs/Template-Design.pngHubSpot email template for new product launch showing customizable ecommerce email design with product images and promotional messaging for desktop and mobile previewTemplate-Designhttps://www.onthefuze.com/hubfs/Sales-Templates.pngHubSpot email templates for sales follow-up and lead nurturing campaigns with customizable textSales-Templateshttps://www.onthefuze.com/hubfs/AI-Generated%20Media/Images/Modern%20illustration%20type%20no%20dark%20or%20pastel%20colors%20The%20image%20is%20a%20PC%20screen%20showing%20some%20HubSpot%20Email%20Templates.pngHubSpot Email Templates interface on a monitor displaying four different email layout options with sidebar navigation, featuring designs in teal, orange, and navy blue with image placeholders and CTA buttonsModern illustration type no dark or pastel colors The image is a PC screen showing some HubSpot Email Templates2026-01-20https://www.onthefuze.com/hubspot-insights-blog/hubspot-lists-hubspot-segmentshttps://www.onthefuze.com/hubfs/HubSpot%20Invoice%20Payment%203D%20Illustration%201-1.webpIllustration of an invoice with coins, a credit card, and a paid checkmark, representing HubSpot invoicing and online payments.HubSpot Invoice Payment 3D Illustration 1-1https://www.onthefuze.com/hubfs/Untitled%20-%20July%2007%2c%202026%20at%2009.25.42%20(1).webp3D pie chart split into three even slices—orange, cream, and dark navy—each with a person icon in the center, representing audience segmentation or user groups.Untitled - July 07, 2026 at 09.25.42 (1)https://www.onthefuze.com/hubfs/Breeze-Intelligence-featured-image-2.webpBreeze-Intelligence-featured-image-2Breeze-Intelligence-featured-image-2https://www.onthefuze.com/hubfs/Types%20of%20Segmentation@2x@2x.webp3D illustration showing four segmentation types—Demographic, Geographic, Behavioral, and Psychographic—feeding into a HubSpot layering funnel that produces a hyper-targeted audience, captioned 'Combine for targeted campaigns.'Types of Segmentation@2x@2xhttps://www.onthefuze.com/hubfs/Exclusions.webpHubSpot ad audience exclude contacts panel: toggle enabled, excluding the 'Active Clients or Past Clients' segment. Individual contacts field empty. Additional exclusion rules (non-marketing contacts, email domains, unsubscribers) shown but toggled off.Exclusionshttps://www.onthefuze.com/hubfs/OTF-white.pngOTF-whiteOTF-whitehttps://www.onthefuze.com/hubfs/Choose%20Your%20Object.webpChoose Your ObjectChoose Your Objecthttps://www.onthefuze.com/hubfs/otf-logo-1.pngotf-logo-1otf-logo-1https://www.onthefuze.com/hubfs/CRM%20_%20Segments@2x.webpScreenshot of HubSpot's CRM navigation menu with Contacts, Companies, Leads, Deals, Tickets, Appointments, and Services listed, with 'Segments (Lists)' highlighted by an orange dashed box and cursor pointing to it.CRM _ Segments@2xhttps://www.onthefuze.com/hubfs/Imported_Blog_Media/Search%20and%20filtering%20contacts%20in%20Hubspot%20High%20Resolution%20illustration%20style-1.jpgSearch and filtering contacts in Hubspot High Resolution illustration style-1Search and filtering contacts in Hubspot High Resolution illustration style-1https://www.onthefuze.com/hubfs/And%20Or%20Logic.webpAnd Or LogicAnd 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