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Top Resources for Customer Success & Service

  • Best Solutions for SMS Customer Support in HubSpot?

    • Hello HubSpot Community, I’m with a tech startup specializing in EHR/EMR solutions for healthcare, and we've been using HubSpot for about 9 months now, primarily leveraging the Help Desk for email and live chat support, which has been working well overall. However, we’ve encountered a specific challenge: many of our clients prefer SMS communication for support inquiries. We currently use JustCall integrated with HubSpot, which allows us to ...read more

  • Location option for meeting scheduler

    • After searching the community I'm still confused... Context: I'm a new business owner and just started using the free version of Hubspot. Question: In the free version, is it possible to have an option for choosing the location (call, virtual, in-person) on the Schedule a Meeting form? I have watched videos and read posts about how this should now be possible, however, it is not available for my connections. Am I missing some settin ...read more

  • @ mention in Helpdesk

    • Hello all, I have been using the @mention in Helpdesk to communicate with my team about those specific tickets. I never realized that the tickets with a mention are not being removed from the @ mention queue even after being closed. This creates a lot of white noise with obsolete call outs. How can we make these tickets disappear from the @ mention queue? I know I can detele my own callout but it's nice to have it as a potential fut ...read more

  • SMS support Ticket Workflows

    • Hello, documentation suggests that you can enable SMS sending within a HubSpot workflow , but this doesn't appear to be an option with a ticket based workflow; can only seem to get the SMS option from a contact workflow. Is this possible or a miss in documentation and new feature? ...read more

  • Older emails not creating conversations when moved to support team inbox

    • Hi there, My team has a mailbox, "support@domain.com". Sometimes, team members receive tickets in their personal mailbox, such as "john@domain.com". If that happens, we move them manually in Outlook over to the support mailbox. Usually, HubSpot recognizes those moved mails and opens automatically a conversation for them in the HubSpot inbox so that we can answer them through HubSpot. Today, I wanted to move over some mails that have ...read more

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Louco on January 13, 2025
Urgent Help Needed: Reconnecting My Domain to HubSpot
Hi HubSpot Community, I’m facing an issue with reconnecting my domain to HubSpot, and I would greatly appreciate your help. Here’s the situation: I previously created a HubSpot account and connected my domain (goelevate.fr) to that account. Due read more
Reply Discussion FREE
0 upvote
1 Reply
kennedyp
Community Manager
January 13, 2025
Hi @Louco ! Welcome to the Community-- happy to have you here 😊 Thank you for all of the detail and troubleshooting you have provided so fa...read more
keshukeshvala on January 13, 2025
When to create deal?
Hi, We are a custom software consulting/development company. This question will help to many service/consulting companies who offer services. I am looking to get best practices that when should we create deals? What is ideal Point/time to cre read more
Reply Discussion Best Practices Professional
0 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
January 14, 2025
Hi @keshukeshvala , The fact that you're losing many deals for certain reasons doesn't necessarily mean that deals shouldn't exist for those s...read more
evmwang on January 13, 2025
How Do You Learn About What's New?
Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate read more
Reply Discussion Announcement How-To
0 upvote
0 Reply
divyapopli on January 13, 2025
HubSpot Login Issue via Automation Testing using Playwright
Hi, I'm experiencing issues logging into my HubSpot account via Test Automation using playwright. The following message appears whenever login is performed: "There was a problem logging you in, Sorry, there was an issue logging you i read more
Reply Discussion Tickets
0 upvote
1 Reply
kennedyp
Community Manager
January 13, 2025
Hey @divyapopli ! This sounds like a unique instance. I'd like to invite some more experienced developers to the conversation. Hey @Teun , @Chri...read more
TAPquestion on January 12, 2025
Create a template that has input fields
Hi All, Was wondering if there is a way to create a template that has "Blank spots" that you can easily tab through to quickly fill. For example I want a template that is: Hi I am writing to you about [whatever issue it is], can you ple read more
Reply Discussion FREE
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 13, 2025
Hi @TAPquestion , You can create placeholders as shown below. https://knowledge.hubspot.com/conversations...read more
AValleUpright on January 10, 2025
Is an upgraded plan required to edit the KB footer?
We are trying to edit global content in the footer of the Knowledge Base articles. I'm not an admin but I'm working closely with a super admin. I have design permissions and a Service Professional seat. Neither of us has the correct permissions to e read more
Reply Discussion Knowledge Base
0 upvote
2 Replies
AValleUpright
Participant
January 10, 2025
Thank you! This is the section of the footer I want to edit: Here's a whole walkthrough of what happens.

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