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Learn, Improve, and Scale with HubSpot Ebooks & Guides

Explore self-guided ebooks and practical guides from Campaign Creators designed to help your team learn HubSpot best practices, improve the way your portal is organized and used, and scale more connected customer experiences across marketing, sales, service, and revenue operations.
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HubSpot Portal Audit Checklist PDF Exports
The Ultimate HubSpot Portal Audit Checklist

A practical checklist to help HubSpot users evaluate the health of their HubSpot portal.

HubSpot

CRM

Implementation
AEO Ebook Letter Size Cover
The Modern Guide to AEO & AI Search Visibility

How AI search is changing the way buyers research, compare, and choose solutions.

AI & AEO

HubSpot

Marketing
AI-customer-retention-guide
AI Customer Retention Guide

How Service Hub and Breeze AI turns reactive support into a proactive, revenue-driving function.

AI & AEO

Service Hub

CS/CX
Breeze Intelligence Guide
Complete Breeze Intelligence Guide

Explore Breeze Assistant and Agents, how to set it up and other practical use cases in HubSpot.

AI & AEO

HubSpot

Implementation
Ecom CRO Guide Cover
eCommerce CRO Guide

How to turn your existing traffic into revenue by finding friction, testing fixes, and sustainable growth with HubSpot

CRO

HubSpot

Implementation
eCommerce Lead Nurturing Guide
Ecom Lead Nurturing Campaign

Understand the customer lifecycle and explore specific campaigns, email sequences, and automation logic to move people through it.

Email

HubSpot

Lead Nurturing
Cover-1
HubSpot Workflow Best Practices

Guide to building, branching, and optimizing HubSpot workflows across sales, marketing, and service now with AI agents working alongside your rule-based automation.

CRO

HubSpot

Implementation
20 Point Landing Page Audit.pdf
20-Point Landing Page Audit

A structured 20-point scorecard covering offer clarity, form and CTA design, branding, user experience, trust signals, and checks for personalization and AI search readiness.

CRO

HubSpot

Implementation
Onboarding Pipeline Guide
Onboarding Pipeline Guide

Learn how to build an automated onboarding pipeline in HubSpot that moves customers from Closed Won to fully onboarded, without dropping context.

Service Hub

Sales Hub

Implementation
HubSpot User Permissions Guide
HubSpot User Permissions Guide

How to set up HubSpot user permissions, seats, and teams the right way with a step-by-step guide to secure, least-privilege access.

HubSpot

Implementation
Cover (2)
Intro to Lead Generation

Discover what to configure in HubSpot, in what order, and where these programs tend to break.

HubSpot

Lead Generation
20 HubSpot Lead Generation Tips
HubSpot Lead Generation Tips

Discover latest lead generation tips and the exact HubSpot features that make each one faster to run.

HubSpot

Lead Generation
The Inbound Marketing Ecosystem
Inbound Marketing Ecosystem

A fill-in worksheet that maps one topic across your whole marketing system.

HubSpot

Marketing Hub

Implementation
Content Assistant Guide
HubSpot Breeze Content Assistant Guide

How Breeze's tone, rewrite, and brand-voice commands work in HubSpot, where to set up context, and what still needs a human read. Free download.

HubSpot

AI

Content
Lead Generation Campaign Optimization Handbook Guide
Lead Gen Optimization Guide

Find the piece that is underperforming, find the metric you are trying to move, and work the tactics listed under it.

HubSpot

Lead Generation
The HubSpot Email Playbook
The HubSpot Email Playbook

Set up your sending domain, build lists, write and automate emails, and watch deliverability in HubSpot. 

Sales Hub

Marketing Hub

Service Hub

Email
HubSpot Health Score Guide
HubSpot Health Score Guide

Signal selection, scoring rules, decay, thresholds, and the at-risk workflow, with the Service Hub edition each one needs. Free 2026 guide.

Sales Hub

Service Hub

CRM

Implementation
7 Ways to Get More Out of HubSpot Data Hub Guide
HubSpot Data Hub Guide

Connect your apps, clean up your records, and automate the work between them. Seven Data Hub tools, what each fixes, and the edition it needs.

HubSpot

Data Hub

Implementation
How to Build Buyer Personas in HubSpot Guide
Buyer Personas in HubSpot

How to research buyer personas, create them in HubSpot, and put them to work with segments, workflows, and Breeze AI.

HubSpot

CRM

Marketing

Sales
HubSpot Help Desk Ticketing and SLAs Guide
Help Desk Ticketing and SLAs Guide

Set up HubSpot Help Desk the right way with our free guide to channels, ticket pipelines, SLA goals, reporting, AI, and a four-week rollout plan.

HubSpot

Service Hub

Help Desk

Implementation
Build a HubSpot Knowledge Base Guide
Knowledge Base with Breeze

Everything it takes to run a HubSpot knowledge, from categories and article access to analytics and the three Breeze AI agents.

HubSpot

Service Hub

CS/CX
Your HubSpot Survey Playbook for Client Retention — Guide
CES, CSAT & NPS Survey Guide

Choose between CES, CSAT, and NPS, write follow-ups by score, and automate what happens next.

HubSpot

Service Hub

CS/CX
Cover (4)
HubSpot Data Import Guide

Learn which unique identifier each HubSpot object matches on, how to prep your import file, and how to verify results. 

HubSpot

CRM

Implementation
Cover (5)
Salesforce to HubSpot Migration

17 common problems that can cause issues during a Salesforce-to-HubSpot migration, how to spot them in your data before go-live, and what it takes to fix them.

HubSpot

Salesforce

Migration
Cover (6)
HubSpot Deduplicate Guide

How to clean up duplicate records in HubSpot at scale with a matching ruleset, a merge hierarchy, and a 10-step runbook using Data Hub and Breeze.

HubSpot

Migration
Cover (7)
Custom Object or Custom Property

When to use a HubSpot custom object or a custom property, what needs Enterprise, and how to score your data with 9 questions.

HubSpot

Implementation

Migration
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