Simple Strat

05/27/2026

Outlook emails not logging in HubSpot is one of the most common frustrations we hear from new clients.

If you're curious what's likely causing the problem, how to configure the integration correctly, and what to watch for along the way, this blog is for you.

Stop the CRM blind spots. Learn how to connect your Outlook account to HubSpot, verify your inbox status, and enable the Inbox Automation toggle to log emails.

05/26/2026

Dirty CRM data has a way of showing up everywhere, like in reports that don't quite add up or outreach that feels off.

Duplicates are one of the biggest culprits. In the latest HubSpot Hacks video, Will walks through how to find them, merge them cleanly, and set up HubSpot to catch new ones before they become a bigger problem.

Find the tutorial here:

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05/18/2026

If your team has been using HubSpot for the CRM and something else entirely for task and project management, that setup might be worth revisiting.

HubSpot just gave Tasks a serious upgrade. We're talking subtasks, Gantt charts, board views, custom pipelines, and workflow automation that can spin up entire task sequences the moment a deal closes.

In the latest HubSpot Hacks video, Will walks through everything that's new and shows exactly how the automation side works, including auto-creating onboarding tasks with subtasks assigned to the right people the second a company becomes a customer.

Worth a look if you've ever wished you didn't need two tools to manage your team's work. Here's the full tutorial:

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05/11/2026

There's a lot of talk about AI right now, and if you're using HubSpot, some of it is actually relevant to your day-to-day work.

HubSpot's Breeze platform includes two different types of AI tools: Assistants and Agents. They're not the same thing, and knowing the difference changes how you'd actually use them.

In the latest HubSpot Hacks video, Will breaks down what each one does, where they live in the platform, and how to figure out which ones make sense for your team.

Good starting point if you've been meaning to dig into HubSpot's AI features but haven't known where to begin.

Get more tips like this on our weekly newsletter: https://info.simplestrat.com/hubspot-newsletter?utm_source=youtube&utm_medium=video&utm_campaign=hubspot_ha...

05/04/2026

Ever finish a full day of work and wonder how much of it was actually selling versus just navigating your CRM?

For many reps, more time goes into clicking around HubSpot than they'd like to admit.

In the latest HubSpot Hacks, Will walks through how to use the Sales Workspace as a real home base — one place to see your tasks, prep for meetings, work your pipeline, and close out the day without the constant tab-switching.

Worth a watch if your sales team is in HubSpot every day.

3 likes, 1 comment. "A Day in the Life: Using HubSpot Sales Workspace"

05/01/2026

Tomorrow is Caitlin's Birthday! Happy Birthday, Caitlin 🎉

If there’s a better way to do something, you’re probably already thinking about it.

If something doesn’t quite add up, you’re definitely asking about it.

That combination brings so much clarity and productivity to our team.

Hope today, and the entire weekend, is a little less “let’s rethink this” and a little more “let’s celebrate this” 🥳

04/21/2026

HubSpot and Google Drive have always been two different tools that don't talk to each other. Not anymore.

In the latest HubSpot Hacks video, Will walks through the new Google Drive integration — how to set it up, how to pull Drive folders directly into HubSpot records, and how to use workflows to automatically create client folders when a deal closes or a company becomes a customer.

If your sales or service team lives between these two tools, this one's worth a watch.

https://hubs.ly/Q04cYtY60

04/21/2026

We get to celebrate today! Happy Birthday, Ellie!!! 🥳

You have a way of bringing people together, keeping things on track, and making sure nothing (and no one) gets overlooked.

That’s not something you can teach. It just shows.

We’re really lucky to have you. Hope it’s a great day 🎉

04/14/2026

Forecast meeting. Three different numbers. Nobody agrees. Sound familiar?

In the latest HubSpot Hacks, Jenny breaks down why this happens to almost every sales team — and it's rarely about the reps.

At its core, it's a data architecture problem:
- Multiple data sources
- Inconsistent deal stage criteria
- Everyone pulling their own version of a report

She also walks through what it looks like when a team finally gets it right, including a real HubSpot dashboard built around a shared goal, with context baked in so everyone's looking at the data the same way.

If your forecast meetings feel more like a debate club than a decision-making session, this one's worth 8 minutes of your time 👇

Get more tips like this on our weekly newsletter: https://info.simplestrat.com/hubspot-newsletter?utm_source=youtube&utm_medium=video&utm_campaign=hubspot_ha...

02/23/2026

Nine years in and still building.

Tyler co-founded Simple Strat nearly a decade ago, and today, as CEO and sole owner, he continues to push the company forward with bold ideas, thoughtful leadership, and a deep belief in doing meaningful work.

He’s shaped the culture, the strategy, and the standards that guide everything we do.

Nine years is no small milestone, and neither is what he’s built.

Congratulations, Tyler.