Tikita Tolley
Co-Founder · Builder
England
Expands what HubSpot can do
About Tikita
Full-stack dev on a mission to ship faster. Builds automation tools that collapse the gap between idea and working product.
Areas of expertise
- HubSpot Development
- HubSpot Workflows
- HubSpot Custom Objects
- RevOps
- Workflow Automation
- Model Context Protocol
- TypeScript
- Chrome Extensions
Posts by Tikita
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HubSpot data cleanup: check first, change second
Plan a small HubSpot data cleanup with an explicit mapping, excluded records and a reviewable change ledger. Verify the result before expanding the batch.
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HubSpot lead assignment rules that protect ownership
Keep returning enquiries with the right owner, route new contacts to the right team, and give exceptions a clear next step. Includes a routing rules worksheet.
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HubSpot portal audit checklist: what to fix first
Audit HubSpot ownership, data, pipelines and workflows with 15 practical checks. Turn findings into a prioritised plan with an editable findings log.
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HubSpot ticket routing when no agent is available
Choose native or workflow-based HubSpot ticket routing, protect existing owners, and give unassigned tickets a clear review path. Includes a test worksheet.
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Is Anyone Actually Using Breeze AI for Ops, or Just for Drafting Emails?
A straight answer to the question r/hubspot keeps asking. Where Breeze delivers, where it quietly taps out, and what ops teams are reaching for when it does.
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AI + HubSpot for RevOps: A Working Setup That Actually Runs Ops
A real RevOps workflow running on Claude and Daeda AI. What to set up, how to think about the prompts, and why this is different from Breeze.
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Stop Building HubSpot Dashboards. Start Prompting Them.
Anthropic shipped interactive visuals in Claude. Combined with Daeda Portal Insights (the daeda-mcp npm package), you can now prompt a live, interactive HubSpot dashboard in under a minute.
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How We Use PostHog to Track Visitor Behaviour on Our HubSpot App Site
We set up PostHog to answer three questions about our site visitors: who are they, where do they drop off, and which traffic sources actually drive action. Here is what we learned.
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Email Frequency Safeguards in HubSpot - Without Enterprise
HubSpot's native frequency cap is Enterprise-only. Here's how to enforce email send limits across multiple workflows on any HubSpot tier using a shared throttle queue.
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Dynamic Dropdowns: Stop Event Registration Typos Ruining Your HubSpot Reporting
When attendees type workshop names into a free-text field, typos create phantom sessions in your reports. Dynamic Dropdowns turns those text inputs into clean selection lists built from your actual event data.
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Dynamic Dropdowns: Clean Up Country Fields in HubSpot (US vs USA vs United States)
Your HubSpot Country field probably has too many versions of United States. Dynamic Dropdowns scans your records, surfaces every variant, and creates a clean dropdown - in minutes.
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Clean Dial Confidence Score: Route Leads by Phone Quality in HubSpot Workflows
Clean Dial now returns a confidence score with every phone check. Use it to route high-quality leads to sales, send uncertain ones to nurture, and stop wasting time on bad numbers.
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Does HubSpot Sandbox Include Custom Objects? And How to Replicate Them
Yes - HubSpot Sandbox syncs Custom Object schemas but not records. Here is how to replicate custom objects between portals and what changes after the April 30, 2026 sandbox sunset.
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HubSpot AI Glossary: MCP, Write Plans, Portal Audits, Explained
A short, plain-English glossary of the terms you'll see across HubSpot AI tooling in 2026 - MCP, Human-Approved Write Plans, portal audits, dependency mapping, and more.
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HubSpot Custom Objects for Contracts, Subscriptions, and Renewals (with AI Workflows)
HubSpot now has a native Contracts object and native Subscriptions. Here is when to use them, when Custom Objects still win for renewals, and how AI-assisted Write Plans close the gap.
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HubSpot Custom Objects: Professional vs Enterprise (What You Actually Get)
HubSpot Custom Objects are Enterprise-only across every Hub - no Professional access. Here is exactly what is gated, what Professional portals can do without them, and when the upgrade is worth it.
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How to Install HubSpot MCP: Claude, ChatGPT, and Cursor Setup Guide
Connect an AI client to HubSpot through the official remote MCP server or the free local daeda-mcp package. Check permissions, data scope and sync readiness.
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HubSpot Remote MCP vs daeda-mcp: Live or Local?
Compare HubSpot's remote MCP server with the free daeda-mcp package: live CRM access versus a local read-only mirror, with scope and privacy trade-offs.
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HubSpot MCP vs Breeze AI: Which Fits Your Task?
Compare Breeze inside HubSpot with external AI access through MCP. Understand workflow creation, native writes, approvals and when to evaluate Daeda AI.
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MCP Explained in 5 Minutes: A Guide for HubSpot Leaders Who Don't Code
A non-technical explainer of MCP (Model Context Protocol) for VPs, Directors, and agency leadership running HubSpot. What it is, why it matters, and how to frame the conversation with your team.
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What Is HubSpot MCP? A Guide for RevOps Teams
Understand HubSpot MCP, how it connects AI to your CRM, and how the remote server differs from native connectors, developer tools and Daeda AI.
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How MSPs Should Think About HubSpot MCP
MCP is showing up in r/msp threads every week. Here is the short, honest read on what it is, why it matters for service delivery, and where it fits for MSPs who manage HubSpot portals for clients.
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HubSpot MCP in 2026: Capabilities and When to Add Daeda AI
Choose HubSpot MCP or Daeda AI by task: CRM lookups, custom-object records, workflow changes and multi-portal work. Includes approval and data limits.
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Awesome MCP Servers for RevOps: The Best AI Tool Integrations for CRM Teams
A curated list of MCP servers that give AI assistants real access to your RevOps stack - CRM, automation, analytics, project management, and documentation tools.
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The Complete Guide to HLR Lookup in HubSpot: Live Phone Checks, Workflow Patterns, and Best Practices
Everything you need to know about HLR lookup in HubSpot - what it is, how live phone checks work, workflow patterns, and how to keep your contact data clean at scale.
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HLR Lookup vs Format Checking for HubSpot Phone Data: What Actually Prevents Bad Leads?
Format checking and HLR lookup both claim to clean your HubSpot phone data - but they solve completely different problems. Here's what each does, what it misses, and which one your team actually needs.
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HubSpot Out of Office Routing: Keep Ownership Logic Working During Leave
Plan HubSpot out-of-office routing for new leads and existing customers. Compare native ticket routing, temporary cover and availability-aware assignment.
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HubSpot Round Robin Workflow: Setup and Availability
Set up HubSpot round robin lead assignment, choose native or availability-aware routing, and handle empty pools without overwriting the wrong owner.
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How to Stop Leads from Enrolling in Multiple Workflows at Once
Leads enrolling in multiple HubSpot workflows simultaneously cause conflicting actions, property overwrites, and hard-to-debug CRM behaviour. Here's how to prevent it systematically.
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Introducing Dynamic Dropdowns: Turn Messy HubSpot Text Fields Into Clean, Governed Data
We just launched Dynamic Dropdowns - a free HubSpot workflow action that converts inconsistent free-text properties into standardised dropdown values automatically.
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Daeda AI Use Case: AI-Native Multi-Portal Ops Without Manual Clicking
How teams use Daeda AI to manage multi-portal HubSpot operations, combine read visibility with advanced execution, and operate with tighter control.
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Daeda MCP Use Case: Local HubSpot Analysis with AI Instead of Manual Clicking
How teams use Daeda Portal Insights (the daeda-mcp npm package) to sync HubSpot data locally, ask better CRM questions, and move faster without waiting on API-heavy analysis loops.
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HubSpot Dynamic Dropdowns for CRM Data Governance: A Practical Use Case
How Ops teams use Dynamic Dropdowns to standardize messy free-text properties, preserve curated options, and keep reporting trustworthy at scale.
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5 HubSpot Custom Properties to Revolutionize Your Phone Data Management
Stop wasting time on dead leads. Learn how to use 5 HubSpot custom properties with Clean Dial to automate phone HLR lookup, track data decay, and ensure perfect formatting for your sales team.
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How to Track Phone Number Syntax Quality in HubSpot
Stop wasting time on garbage phone data. Clean Dial's Phone Syntax Valid feature automatically flags contacts with unparseable phone numbers in your HubSpot CRM.
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RFC 3966 Tel URI Scheme: Format, ext= Parameter, Examples
Copy-paste-ready tel: URI examples for valid RFC 3966 syntax, the ext= parameter, separators, and the format that breaks HubSpot phone fields.
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Stop Wasting Months Checking Phone Networks One at a Time
Learn how Bulk HLR Lookups can improve sales productivity and eliminate wasted time on dead lines. The complete guide to querying your entire HubSpot database at once for real-time network status.
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HubSpot Phone Number Formatting: Standardize Every Number Automatically
How to standardize phone number formatting in HubSpot - E.164, national, digits-only and RFC 3966 - automatically, without retyping thousands of contacts.
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Stop Losing Leads: How Automatic Phone Change Tracking Keeps Your HubSpot Contact Data Fresh
Stop losing deals to stale data. Learn how Clean Dial’s Phone Change Tracking automatically timestamps every number update in HubSpot, triggering real-time HLR Lookups to ensure your sales team only dials live, active lines.
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Stop the Data Bleed: How to Cut Phone Number Spam and Protect Your CRM Database
Tired of spam forms and dead phone numbers polluting your CRM? Discover why reCaptcha fails and how Clean Dial uses HLR Lookups to verify live network connectivity, protect your data integrity, and boost sales productivity.
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How Clean Dial Helps Fix HubSpot's Meeting Scheduler Phone Number Problem
HubSpot users are frustrated with fake or inactive phone numbers from meeting schedulers. Here is how Clean Dial solves this RevOps headache by using HLR Lookups to verify live network connectivity automatically.
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Track Phone HLR Status with Clean Dial's New Contact Property
Never wonder which phone numbers are live again. Learn how Clean Dial’s new HLR Status property automatically tracks real-time network connectivity in HubSpot, helping your sales team prioritize reachable leads and eliminate dead air.
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Why Filter-Based Triggers Make HubSpot Workflow Re-Enrollment So Difficult
HubSpot filter-based workflow triggers face major re-enrollment restrictions. Learn why multi-value operators, activities, and complex filters break re-enrollment and how to fix them.
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Why Format Checking Isn't Enough: The Problem with Invalid Area Codes
Stop losing sales calls to fake phone numbers. Learn why format checking fails and how Clean Dial's phone live checks prevents wasted time on invalid area codes and disconnected numbers.
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Track Phone HLR lookup History with Clean Dial's "Last HLR Query" Property
Read about Clean Dial's custom datetime property called Last HLR Query that gives you the ability to see when a phone number on a contact was last verified through workflow actions.
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Behind the Build: Clean Dial - Phone Number HLR Lookup for HubSpot
The build story behind Clean Dial. An app that adds HLR Lookups and global formatting to HubSpot workflows. Now HubSpotters can check if a number is live on the network, enrich it with carrier data, and keep their CRM clean and consistent.
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Customize HubSpot Record Views Consistently Across Your Team
Learn how to fix inconsistent HubSpot record views. Discover the difference between default and personal layouts, how to reset team views, and how to organize sidebar sections for clear, consistent data displays.
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Fix Reporting Issues with HubSpot Custom Objects
Learn how to fix reporting issues with HubSpot custom objects. Discover why reports may show missing data, how to use the Custom Report Builder, check associations, and create clean dashboards even without Enterprise access.
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Integrate External Data into HubSpot Custom Objects
Learn how to integrate external data into HubSpot custom objects. Use APIs, Zapier, or HubSpot imports to sync data correctly - with associations and schema setup tips for clean, connected records.
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Manage HubSpot Associations Between Custom and Standard Objects
Learn how to manage HubSpot custom object associations effectively. Discover how to link records manually, automate associations through workflows or tools like Zapier, and ensure your schema is set up correctly for clean, reliable data.
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Trigger HubSpot Workflows Reliably with Custom Objects
Learn how to trigger HubSpot workflows reliably with custom objects. Understand which workflow type to choose, how to set triggers, and how to enable re-enrollment for dynamic data like events or approvals.
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What Are HubSpot Custom Objects? A Simple Guide With Everyday Examples
Custom objects in HubSpot let you store data that doesn’t fit into contacts, companies, or deals - things like “Pipeline,” “Events,” or even “Locations.” In this post, we’ll break down what they are, why they matter, and how you can use them in your everyday workflows.
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Troubleshooting Conflicting HubSpot Workflows: A Complete Guide
Conflicting HubSpot workflows can cause property overwrites, unenrollments, and loops. Learn why they happen and how to audit workflows to prevent issues
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200+ Chats in Under a Month
Discover how the Sales and CRM for HubSpotters GPT reached 200+ chats in under a month with practical workflow and data-quality insights.
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HubSpot Won’t Let You Automate This - But the Marketing GPT Found a Workaround
HubSpot can’t automate page-visit behavior natively. The Marketing GPT found a scoring hack that works - here’s how
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Keep Hot Leads With the Right Rep - Even When They’re on Holiday
Keep hot leads with the right rep - even when they’re away. Daeda Throttle pauses HubSpot workflows until the owner is back
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Pipelines Are Not Your Lead Tracker - The RevOps GPT Called It Out
HubSpot pipelines aren’t for lead tracking. The RevOps & Ops GPT shows why it creates chaos - and how to fix it fast
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The Ghost Task Glitch in HubSpot Service Hub - And How the CS GPT Fixes It
Ghost tasks in HubSpot Service Hub? The CS GPT spotted the recurring-task glitch and shows you how to clean it up fast
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We Gave the HubSpot Forums a Brain
We turned thousands of HubSpot Sales & CRM forum posts into a GPT - so you can get real answers, fast, straight from community wisdom.
