What Is HubSpot and How To Fix The Most Common Errors: Definitive Guide

By Bill Acholla September 1, 2020

Today I’m going to talk about HubSpot, how it works and the common errors you can fix.

In this comprehensive guide I’ll cover:

  • What is HubSpot?
  • What is the Purpose of HubSpot?
  • How Much HubSpot Cost per Month?
  • 23 common errors and issues you can fix
  • Lots more

So if you want to grow your business and make more money, you’ll love this new guide.

Let’s get started.

Inbound marketing has come to play a crucial role in this competitive digital world.

It is the process of attracting more customers to the services or products you are providing.

If you are struggling to decide which inbound marketing and sale platforms to choose, you have come to the right place.

As a business owner, you need to manage your online communications effectively and efficiently, especially in this fast-paced digital world.

Using shortsighted tactics such as forcing deals, sending spam, or growing at your customers’ expense will not work.

Remember, failing to provide a great experience to your customers will make them leave.

As such, if you want to grow your business, then you need to invest in creating a great experience.

It is where HubSpot can come in handy, which is an essential inbound marketing tool.

There are several benefits of HubSpot.

Whether you are managing an email marketing campaign or hosting a blog, HubSpot can help.

With HubSpot marketing, you can attract more customers by creating and sharing useful content, engaging potential clients via personalized messages, and running tailored ad campaigns.

In this write, I present a comprehensive review of HubSpot to help you decide whether it is the right marketing tool.

Besides, we provide a complete guide on how real estate entrepreneurs can fix the most common errors.

Full Disclosure: Please note that some of the links below are affiliate links. As an affiliate, I receive compensation if you purchase through these links, at no extra cost to you. You can read my complete disclosure statement here.

What is HubSpot?

HubSpot is one of the ultimate inbound marketing tools that allow you to draw more visitors and convert them into prospects and close customers.

The reason is that HubSpot lets you manage all your marketing activities in one place.

These activities include:

  • Workflow automation
  • Content creation
  • Sales pipeline mapping
  • Lead capture
  • Customer Relationship Management (CRM)
  • Performance tracking

As such, you will be able to direct sales and marketing activities professionally.

Additionally, you will be able to nurture your leads through the buyer’s journey smoothly.

These are some reasons why many companies use HubSpot.

However, you should note that HubSpot consists of a wide range of tools, divided into Hubs.

You can either buy them separately or a full suite of tools, depending on your business needs.

What is the Purpose of HubSpot?

HubSpot is an essential marketing software used by web developers, designers, and marketers throughout the world.

But what can you do with HubSpot?

The following are some necessary things you get to enjoy by becoming a HubSpot user:

You can use it for:

  • Managing and updating website content.
  • Enhancing Search Engine Optimization (SEO).
  • Email marketing and social media management.
  • Marketing automation and sales workflows.
  • Video hosting, lead generation, and conversational bots.

How Much HubSpot Cost Per Month?

HubSpot pricing varies greatly depending on the plan you choose.

However, the good thing about this marketing software is that it provides free HubSpot but with limited features.

The following table summarizes the pricing of HubSpot, based on different plans.

The following are some common HubSpot errors and issues.

We have included a complete guide on how real estate entrepreneurs can fix these errors and problems.

1. Salesforce Integration Error

If you have sync HubSpot marketing and sales activities to Salesforce tasks, you would have encountered this error message.

One way of fixing this error is by making the “type field” noticeable to all profiles.

Firstly, you should enter into the salesforce account. Next, you should follow the steps listed below:

Salesforce Classic:

  • You should click on the Setup.
  • You should click the “build” icon, and then click “customize.” Next, you should click the “activities” button and then click the “task fields” icon.
  • You should then click “Type.”

Lightning Experience:

  • First, click on the “gear” button.
  • Next, click the “setup” icon.
  • Go to the “platform tools.”
  • Next, click the “objects and fields” button.
  • You should then click the “object Manager.”
  • Click the “Task” button.
  • You should click on the “fields and relationships” icon.
  • Finally, click the “Type” button.

Next, you should click on the icon, as shown below:

Next, you should select the visible checkbox. Finally, you should click the “Save” button, as shown below:

2. Google Calendar Connection

You can fix this HubSpot issue by following the following steps:

  • First, you should click on the “Settings” button after entering your HubSpot.
  • You should click on the “Sales” and then on the “Meetings” button.
  • Next, you should click on the “Google calendar,” as shown below.
  • It will give access to your calendar.

3. Loading Some Information

If you have tried adding contacts by going into Gmail with the HubSpot extension, then you must be familiar with this error.

You can fix this issue by connecting your HubSpot with Gmail while carrying out the first step.

Once you have completed this step, you should go back to Gmail and click on the HubSpot icon, as shown below:

4. Facebook Ads Problem

If you are experiencing any Facebook ads problem when using the HubSpot lead platform, you should consider the following troubleshooting solution:

Check Your User Permissions:

  • To check your user permissions, you should first go to your “Facebook Business Manager.”
  • Next, you should click the “Business Settings” button located in the top right.
  • In the left menu, you should select the “Ad Accounts.”
  • You should click on the preferred ad account if you want to see those users who have access.
  • To expand the settings, you should click on your user. However, you should make sure that you have turned on the “Admin Access.”
  • Once you have confirmed that you are the admin, you should navigate to HubSpot and connect the Facebook ads account.

5. Copying HubSpot Signature Over to Gmail Signature:

You can fix this issue by following the following steps:

  • First, enter into your HubSpot account.
  • In the top right, you should click on your account name.
  • Next, you should click on the “Profile and Preference” button.
  • You should scroll down and click the “Edit Signature” button.
  • In the text box, you should enter your signature. As shown below, you can format your text, insert an image or link using the icons in the “Simple” editor. You can also use the “HTML” editor to customize your signature’s font. Once you have completed, click the “Save” button.

6. Non-HubSpot Forms Problem

A non-HubSpot form is a Hypertext Markup Language (HTML) form on your external site.

Remember, HubSpot does not create a non-HubSpot form.

However, you can install the HubSpot tracking code on your external site to collect non-HubSpot forms in HubSpot.

For HubSpot to collect form submissions:

  • Your form should be a static HTML form and wrapped in HTML form tags.
  • It should not be in an “iframe.”
  • It should have an email input field.

You can enable or disable non-HubSpot forms with the following steps:

  • Go to your HubSpot account and click on the “Settings” icon.
  • Next, you should navigate through Marketing—Forms from the left sidebar menu.
  • Next, you should click on the “non-HubSpot forms” tab.
  • Finally, you can enable or disable the non-HubSpot forms, as shown below.

7. Connecting Domain

Firstly, go to your HubSpot account and click on the “Setting” icon, as shown below:

Next, you should navigate through CMS—Domains and URLs.

Thirdly, you should click on the “Connect a Domain.”

Finally, you should select the type of domain and then click connect.

8. Missing Mobile Menu

You can fix this issue by adding or replacing mobile navigation JavaScript. The following steps will help solve the problem.

Firstly, you should navigate through Template Builder—Code—Custom—Page—Company Theme—CompanyMain.js.

You can create a CompanyMain.js file with the following steps:

  • First, go to the Template Builder.
  • Secondly, you should click on the “new dropdown” located at the left of the page.
  • Next, you should choose JavaScript.
  • Finally, you can name the file CompanyMain.js and then click on the “Create” button.

9. LinkedIn Navigator Sync

If you are experiencing LinkedIn navigation sync problem, then consider the following steps:

  • First, you should log-out from LinkedIn.
  • Secondly, you should eliminate the app integration from the HubSpot.
  • Thirdly, you should add the integration again.
  • Next, you should identify the sales navigator by going to any contact.
  • Finally, you should either log-in to LinkedIn or change the account depending on which link is available.

10.Access to API CRM-associations

Typically, an error message appears when you try accessing API CRM-association.

We have included the error message below:

One way of fixing this issue is by sifting through your server-side logs. There are two kinds of server-side logs, namely, server log and application log.

The former offers info about the hardware running your server, while the latter recounts your website’s entire history.

It will help you identify any alarming info about your website or server.

11. Fix IOS App Glitches (Editing Contacts)

You should first ensure that you have downloaded the latest version of the app. Generally, you can resolve iOS app glitches by logging out and re-logging back. The following steps can help you fix this issue:

  • First, you should open the HubSpot app.
  • Secondly, you should tap the “Settings” located in the bottom right.
  • Thirdly, tap log-out.
  • Finally, you should log-in back by entering your credentials.

12. FB:app_id Missing

You can fix this issue with the following steps:

  • Next, you should enter the URL for the page or blog post in question under the “sharing debugger” tab.
  • Thirdly, click on the “debug” button.
  • Next, you should click on “scrape again” after reviewing the information on your page.
  • Finally, you can publish the image to Facebook if the preview displays the correct image.

13. CRM Email Integration: “Unauthorized”

This issue occurs when you provide incorrect email address and password under “connect inbox, as shown below:

The only solution is to contact your email provider to reset or confirm your password.

14. Adding Modules Using Snippets

To integrate your custom field into your module, you should copy-paste the field snippet in the “HTML + HubL editor.”

When you are in the module inspector—

  • You should first click on the “actions dropdown.” Next, you should select “copy snippet.”

When you are in the field inspector—

  • You should click in the “copy snippet.”

You should click the location where you want to add the field. By pressing Cmd+V or Ctrl+V, you paste the snippet.

15. Deals Closed vs. Goal

This type of report allows you to track your business progress over time, thereby helping you to set better sales goals.

The reason is that it shows the revenue from closed deals in comparison to a custom goal.

However, when creating this kind of report, you can experience a goal problem such as the revenue goal line not starting until September 2019, as shown below:

If you encounter such problems, then we recommend removing the report and re-adding it on your dashboard. This method can probably fix the issue.

16. Loading Some Information

The following steps can help you fix this issue:

First, you should attach the file path in the start menu (C:\Users%Userprofile%\AppData\Roaming\Sidekick\).

Ensure that you remove all the files that open up in the folder.

Next, you should uninstall sidekick and then reinstall the HubSpot add-in.

17. Contacts, Companies Not Loading

It is a compatibility issue with the Chromebook.

Generally, the website may work well, but you will not able to view your CRM information.

However, you can fix this issue by trying out the BETA setting.

18. Fb Messenger Font

It is another HubSpot messenger where unusual characters appear in your initiated Facebook messenger, as shown below:

Additionally, the issue does not occur in the messages sent by your customer.

You should note that this font problem happens in the old thread but not for the new thread. Besides, HubSpot has already fixed this bug.

 19. Email Subject Preview Text

First, you should navigate through Marketing—Email from your HubSpot account. Next, you should click on the “Create email” button located in the upper right.

Next, you should go to your email subject line.

  • You should click “edit details” in the classic email editor.
  • In the drag and drop editor, you should click the “settings” icon.

Once you have completed the above steps, you should find the “subject line” and then click the “personalize” icon.

Next, click the “type” dropdown menu and then select “company or contacts.”

Finally, you can choose the company property or contact property by clicking the “property” dropdown menu.

20. Email Thread Duplicates

  • First, navigate to contacts or companies from your HubSpot account.
  • Next, click on the “actions” dropdown menu and then select the “manage duplicates” icon.

Here, you can scrutinize duplicate contacts or companies, and you can decide whether to merge them.

21. Password Reset

You can fix this problem with the following steps:

  • First, navigate through account menu—profile and preferences.
  • Go to “security” from the left sidebar menu.
  • Next, click the “reset password” icon.
  • Finally, you can reset your password.

22. Email Signature in Apple/Mac mail

You can resolve this problem with these steps:

  • First, log-in to your HubSpot CRM.
  • Secondly, click on the “settings” icon.
  • In the CRM communication, go to signature and click on the “edit signature” icon.
  • Next, copy all the HTML code.
  • Open your Mac Mail.
  • In the top menu, select the mail.
  • Select preferences from the dropdown.
  • Next, click + to add an email signature.
  • Finally, paste the code in the email signature.

23. Using Schedule vs. Create a Task for Planning Meetings

Once you have integrated your Office 365 calendar or Google calendar, you can schedule upcoming meetings. The following steps will help you fix this problem.

  • First, go to your HubSpot account.
  • Secondly, navigate to your “Contacts, Companies, Deals, or Tickets.”
  • Thirdly, you should click the “name” of the record.
  • Finally, you should click the “Meet” icon located in the left panel.

You can set up your upcoming meeting on the page that opens.

Key Takeaways

HubSpot is one of the best marketing software that provides various essential features.

With this inbound marketing tool, you can manage all your marketing activities in one place.

It consists of a wide range of tools, divided into Hubs. You can either buy them separately or a full suite of tools, depending on your business needs.

HubSpot marketing hub consists of the essential tools required for running your marketing campaign.

You can use the HubSpot marketing hub to draw, engage, and delight both potential and existing customers.

The reason is that it will facilitate in creating compelling content and finding the right people, thereby converting them into close customers.

HubSpot CRM software helps you in organizing and tracking your leads and customers.

With this tool, you do not need to use spreadsheets to organize your HubSpot contacts.

With HubSpot sales hub, you can easily manage, communicate, and track your leads.

You will also have more visibility into the pipeline. As such, you do have to spend time writing the same emails to each of your customers.

Over To You

I am optimistic this guide has helped you understand all the crucial aspects of HubSpot.

If you still have any confusion about HubSpot, then feel free to use the comment section below.

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