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Customer Success & Service

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Assigning WhatsApp Channel Conversations to Users
- I've linked our account's inbox to our WhatsApp Business account and am trying to route conversations from the WhatsApp inbox to specific team members, but it doesn't seem to be working. I checked the inbox settings, but the routing options there appear to be for "fallback email" rather than conversations coming through our WhatsApp Business account. Is there a way to set this up automatically? (We know how to do it manually.) ...read more
Workflow to Track Deals Through the Pipeline with Dynamic Updates
- I am looking to write a workflow to notify me when a job comes into the pipeline from a certain form and then gets carried to the end of the pipeline and is invoiced. But the name and information of the deal is changed along the way. Any suggestions on how to setup this work flow? ...read more
Mandatory Property to Closed Won - Dependent on Another Ticket Property
- Is it possible to make a required ticket property to move ticket into 'closed', dependent on another ticket property? E.g. Pre-existing property is called Fruits : Apples, Banans, Oranges, Strawberries. New mandatory property: Fruit Color : Yellow, Red, Green. The new mandatory field is ONLY required if a ticket has Apples or Bananas, but not Oranges or Srawberries. Is this possible? Or would I have to make Fruit Color mandatory for ...read more
Account Deactivated Despite Daily Use
- I need help with an issue we’re facing. Our team uses HubSpot’s free version daily, but today we found that none of us have access to the portal. When I tried logging in from the main account, it showed that the account was deactivated. I read that free accounts are deactivated after 120 days of inactivity, but we’ve been using it actively every day. Has anyone else faced this issue? If so, how did you resolve it? Looking forward to your ad ...read more
Creating a Deal Conversion Report with Multiple Initial Stages in Pipeline
- Hi Everyone, I am looking to create a deal conversion report in HubSpot, but I have run into a challenge. A few months ago, I added an additional initial stage to my pipeline, so now there are two "first" stages. When I try to generate the report using the deal conversion feature in HubSpot, it prompts me to select a single "first" stage, which complicates things since my pipeline has two starting points. Has anyone else dealt with a similar ...read more

GBell8 on January 25, 2025

Google account flagged when hubspot added to adwords

Hi, I have started working with an seo company managing my google ads. Yesterday I got a message from google saying my account had suspicious activity, at about 1.30pm. I have changed my password etc, nothing amiss, no changes on any google prodoct read more

Reply Discussion ads

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JStamm on January 22, 2025

NPS/CSAT Survey Criteria

We'd like to start using the NPS and/or CSAT survey tools in Hubspot but we only want to send surveys to specific contact types that are associated with tickets from specific pipelines. I cannot seem to create that criteria within the survey tool s read more

Reply Discussion Feedback Surveys How-To Workaround

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aviafriat26

Participant | Diamond Partner

January 23, 2025

You’re right—HubSpot surveys only use static lists, not active ones. A simple workaround is to create your active list with the right criteria and th...read more

NicoleRinker on January 21, 2025

AI Chatbot Settings and Email Collection Challenges

Hi HubSpot Community, I’m reaching out to share an ongoing challenge we’ve encountered with our AI chatbot setup and to see if anyone else has faced a similar issue—or found a solution! The Situation We noticed that when users interact with read more

Reply Discussion Enterprise

1 upvote

3 Replies

aviafriat26

Participant | Diamond Partner

January 23, 2025

HubSpot’s chatbot won’t ask for an email if it’s already stored. You can add a message to confirm the email explicitly, like “We have [email address]...read more

Solved

RTaragi on January 21, 2025

Assigning WhatsApp Channel Conversations to Users

I've linked our account's inbox to our WhatsApp Business account and am trying to route conversations from the WhatsApp inbox to specific team members, but it doesn't seem to be working. I checked the inbox settings, but the routing options there ap read more

Reply Discussion Settings

0 upvote

3 Replies

FrancisdeTreble

Contributor

January 22, 2025

Hi @kennedyp and @RTaragi ! I tried setting up a workflow to automatically assign WhatsApp conversations, but unfortunately, HubSpot doesn’t cu...read more

JoshVe on January 21, 2025

Quantify Email communications to tickets

We are trying to better understand the volume of customer emails and tickets to identify clients with special needs. I am unsure of the best approach since some tickets take longer to resolve than others. Ultimately, I want to establish a method read more

Reply Discussion Connected Email Tickets

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4 Replies

JoshVe

Contributor

January 21, 2025

I am sure there are many ways, however i don't know how to set them up. Ideally i will have a dashboard report that shows a brake down of Clie...read more

Solved

Krislyn on January 17, 2025

Workflow to Track Deals Through the Pipeline with Dynamic Updates

I am looking to write a workflow to notify me when a job comes into the pipeline from a certain form and then gets carried to the end of the pipeline and is invoiced. But the name and information of the deal is changed along the way. Any suggestions read more

Reply Discussion Enterprise

0 upvote

7 Replies