Top Community Conversations

Check out this round up of popular discussions from around the Community.

    • I am fairly new to HubSpot and I am attempting to adjust some of my support teams categories on our tickets that come through to reflect more granular needs. My issue is I for the life of me cannot find where to make adjustments to those categories! ...read more
    • Hello, How can I create a workflow that will generate a specific ticket every month? For example - every first day of the month? ...read more
    • Hi Hubspot Community, I'm looking for an LLM chatbot that can integrate with Hubspot's Conversations and Tickets. Ideally, the LLM would read all the incoming chat and email conversations and learn from the responses. This would differ from Hubs ...read more
    • Looking for a way to automate our processes a little by implementing auto-emails after a staff member has triggered an event. Example: Operations confirms a time with customer to do on-site inspection Fills out property "Inspection Date" O ...read more
    • Hello HubSpot Hive Mind, I am looking for a way to connect a customer service team via a phone system, to HubSpot. They use RingCentral currently, independently of HubSpot, and while there is an integration available, reviews are worrying and we ...read more
    • What filters would you use to identify unnecessary workflows? Currently I'm using Off + Updated on > 180 days, and Unused + Updated on > 180 Days. If you have any better or more efficient ways I'd love to hear it 🙂 ...read more
    • Hi, I set up a contact-based workflow triggered by a webhook in order to update data in HubSpot. When I first set up the webhook, I had the test webhook send 50 rows of data which was making the website crash. So I limited it to 1 row of data ( ...read more
    • Hi, (hope this is the correct place to post this question/topic) I've encountered an issue with contact funnel reports: When the lifecycle stage of a contact has been mistakenly advanced, for example from Opportunity to Customer, they will a ...read more
    • What are other B2B SaaS companies doing to track early-stage leads (aka Lifecycle Stages = MQLs and SALs) in HubSpot? We used to have 1 big sales pipeline, and would create Deals as soon as Sales started working a contact/company. We would never ...read more
    • Hello Community, I was asked to generate a report for a customer showing me all of the SQLs with NO MEETINGS. I tried with a few properties, such as: Activity type Nevertheless, I'm getting back results that show deals with meetings. Does ...read more
    • Hello all, Just found a solution for doing a basic validation on fields before submit on a hubspot form. Conditions: Raw html form Include jquery Code <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"& ...read more
    • Hi, Part of our business is selling services. I'd like to create a new Deal Property that gets its value from a calculation. In two deal properties we set 'Start Date' and 'End Date' . This allows for a quick (and correct) return for 'Proje ...read more
    • Hey, HubSpot Developers! There are plenty of questions about the upcoming sunset and how to migrate your apps using API keys to use Private Apps. Luckily, our amazing team put together this guide, Migrate an API key integration to a private a ...read more
    • I wanted to get some opinions on which direction to go based on a custom project scenario we have. First, a little background... Phase 1 - Created a dashboard webpage that is set to "private - registration required" and displays data from a ...read more
    • tl;dr -- Submit this form to add suggestions for additional how-to content Happy New Year, everyone! I am sure you all are easily sticking to your resolutions 😜 We have this fellow named @AJLaPorte from the HubSpot Developer A ...read more
    • Hi, I wish to link our internal users to specific payments in HubSpot. This would replace going to Commerce -> Payments then searching by Payment ID or Object ID. The URL to view all payments is: https://app.hubspot.com/contacts/OUR_PORTAL ...read more
    • I want to create a Stripe Invoice automatically when using a Hubspot payment link for a meeting. Any ideas? ...read more
    • Hi everyone, we are currently just starting out with the Stripe payments integration with HubSpot. As we are based outside of the US, HubSpot's own payments tool is not an option for us. Having read some conflicting information on the web, I th ...read more
    • Hi there, I have the following question regarding the updated features in Commerce of Hubspot. Can I somehow create a flow that looks next: Create a deal, add a quote, and send it to the customer for a signature. After signature when the ...read more

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Community Spotlight

@elizheleva  

 

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Meet the Champion of the month: May 2024
Hello Community! I am thrilled to announce that our Champion of the Month for May 2024 is: Eli Zheleva 🎉 @elizheleva Let's give Eli a big round of applause for her contributions as our Community Champion of the Month! 👏 👏 👏 What makes Eli our Community Champion of the Month? Eli has been an invaluable...

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