Customer Success & Service

Top Resources for Customer Success & Service

    • Hi, we have the following issue: A user is part of an access group which is assigned to our customer portal. The user has logged in. In our customer portal, clicking the "submit new ticket" button leads to a landingpage on which the user selects the relevant product. This leads to a specific form for each product where the user submits their details. The ticket is created in HubSpot - but no association to any contact or company. Th ...read more
    • Hi, I am somwhat new to Hubspot and have a question. Is there a way we can turn of the AI chat from transferring the conversation to a human? My intention is to have a fully automated AI chat bot as my company doesn't have any resources nor wants to have human agents responding directly to customers. I ideally want to remove the "Sent quick reply options": *Transfer Thank you in advance!! ...read more
    • I found previous posts on this (most about 2 years ago), but need an update, please. When I connected my domain (done by HubSpot), it won't work without /en-us/ at the end. (if .com, you get a 404 error). I read all the "solutions," most about language, and have tried those, including toggling off Enabling Language Specific Redirects and making sure that "use prefix in slug" are all toggled off. I still have this problem. Can someone please help ...read more
    • Hi, I would like help understanding the limits of what view-only users can do. In particular, can such users: add emails to contact records using the appropriate outbound address in cc when emailing an existing content? add contacts via the app using a business card scanner Add notes - if so, what are any limitations? Add tasks - if so, what are any limitations? Edit or move on deals? ...read more
    • Sorry if this is a simple one - I've been going crazy between the Base AI saying it's possible & telling me to access non-existant Settings, and not being able to find anything online anywhere. We've recently moved from Tickets to Help Desk, and overall loving the change bar a few snags. In Tickets, the order of Activities on the ticket is Most Recent (Top) - Oldest/Origin (Bottom). In Help Desk the order has flipped, with the origin ...read more

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AHenry74 on June 20, 2025
So I made a quick adjustment to the placement of a single article in one of my categories and discovered that every article in that category has their "Last Modified" date changed to today. Is this supposed to happen? I don't recall this ever h read more
Top Contributor | Gold Partner
June 21, 2025
Hi @AHenry74 , Based on available information and HubSpot’s behavior, this is not necessarily intended behavior, but it can happen. When you mov...read more
SaraGilstrap on June 19, 2025
Is there a way to assign the customer agent to only appear on a specific website page? I have a client who wants to use the Customer Agent internally and wants it to live on a landing page that only internal sales reps have access to.
0 upvote
2 Replies
Member
June 23, 2025
Yes, it is absolutely possible to assign a customer agent (such as a chatbot or live chat widget) to appear only on a specific page of a website.
Solved
DBergeron on June 19, 2025
Every day I have to do a multi-step login with Hubspot in Chrome. Why can't it just remember my our allow a 1 click login?
0 upvote
1 Reply
Hall of Famer | Partner
June 19, 2025
Hi @DBergeron , This is highly dependent if your environment. Have you cleared cache and cookies, then checked your browser settings regarding...read more
Solved
TManu on June 18, 2025
Recently, I noticed that while using the Zoom dialer in Hubspot, it will open up the zoom app seperately and show that a call is dialing in both Hubspot (Zoom Dialer) and Zoom.us (Main app). Unfortunately, in Hubspot all options are greyed out and read more
0 upvote
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Top Contributor | Platinum Partner
June 18, 2025
Hi @TManu , HubSpot’s Zoom dialer opens the Zoom app separately, and sometimes HubSpot loses track of the call status—so it gets stuck on “Con...read more
Solved
TManu on June 18, 2025
If you select a group of 50 tasks to start dialing, after the first contact, each following call gets registered onto the first contact. It's not working correctly. Essentially in my daily call report, it could show I called 50 people, but all calls read more
0 upvote
1 Reply
Top Contributor | Gold Partner
June 18, 2025
Hi @TManu , As I mentioned earlier in your previous thread ( Zoom Dialer Issue ), this seems to be a known limitation of the Zoom Dialer + HubS...read more
Solved
ThomasSchädlich on June 18, 2025
Hi, we have the following issue: A user is part of an access group which is assigned to our customer portal. The user has logged in. In our customer portal, clicking the "submit new ticket" button leads to a landingpage on which the user selec read more
0 upvote
3 Replies
Thought Leader | Platinum Partner
June 19, 2025
Hey @ThomasSchädlich No out of the box way no, the only way would be through some custom javascript which stores the email and then passes it into...read more