CRM

Hi, Our service team relies quite heavily on our connected inbox in Hubspot. Because of the AWS server issues, we wanted to send out an email to our customers and suppliers, informing them that we had limited availability due to the AWS issues. ...

Hello, Our current Help Desk set up feels wonky. A customer opens a ticket via a form submission on our website or through the customer portal. An email is auto generated and sent to them to confirm we recieved the ticket - which creates the...

Hi I am considdering moving my Account management team into HS. but I am not sure if they shoud have a sales seat and use the Sales workspace or they should be service Hub and use the success workspace. they are mostly sales driven however, I like ...

Hi, were looking at migrating over to Helpdesk, we're testing a couple of our lesser used pipelines to test before migrating the Support pipeline. However, we've encountered an issue where when replying to an email, there is no option to switch...

There are a number of older posts that discuss the ability for HubSpot to create a ticket in ZenDesk whenever a prospect moves to a new deal stage in the sales pipeline, but there are no clear answers. The hope of this post is to confirm my unders...

Hi Everyone For anyone working in the coworking or flexible space sector looking to connect OfficeRND into HubSpot, you need to think about the following if you want to use the native integration: 1) You can only update contacts in HubSpot f...

Hello Team, We are facing one of the issues which is related to meeting calendar. We have chosen a redirection link instead of confirmation message, but we still see a confirmation message for 3 seconds then it redirects to the page which we sel...

Our org offers webinars as a service/product. The service team uses Meetings to log the webinars and make note of who attended them. Originally, Hubspot records all of the invitees as attendees to the meeting, and we then go through after the webina...

We use Zendesk for Implementation / Service for our customers. We'd like to incorporate Zendesk ticket creation into some of our workflows so that our implementation team is alerted with new tickets / tasks. Any suggestions on the best way to c...

We are a SaaS business using HubSpot (Enterprise) for Sales, Marketing, and Customer Service. I'm looking for input on best practice for documenting special agreements and discounts in HubSpot. For example: a customer is paying list price for t...

In the HS Academy Lesson, Defining the Steps of Your Sales Process , @KyleJepson and one of the other presenters talk about using Post-Sale Deal Stages to track steps that need to happen after the Deal Closes. The examples given were Closed-Won ...

Hello, I have more than 50 clients, we offer for most of them yearly (Domain, Hosting and support) plans, so far we use Microsoft Excel to manage their plan's data and the renewal dates, I am looking for a tool instead of Excel to manage and send ...