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Top Resources for Customer Success & Service

  • Enhancing Survey Flexibility and Reporting Capabilities in HubSpot

    • I have added this twice as an idea; however, neither my colleagues nor Hubspot support can see it, so I'm sharing it as a message instead. Here are my previous idea submissions just in case someone can access them: first attempt , second attempt. Problem : Currently, when creating surveys in HubSpot, there are limitations that hinder our flexibility and reporting capabilities. One major issue is the inability to add mo ...read more

  • Benefits of using new SERVICES object over a custom object

    • Hey there, We have been developing a custom object to track our client's service inventory and just saw that @hubspot has added a new standard object called SERVICES to the object libary. (See below). Our development team is trying to decide if we should finish developing our custom object or scrap that custom object and customize the new SERVICES object instead. Open to any pros, cons or thoughts. Thank you! ...read more

  • Hubspot Search doesn't search in Ticket Description

    • Hello. Today i found out that when i use Search Hubspot to find words in Tickets. It works for ticket Name , Ticket notes But IT DOESNT SEARCH IN TICKET DESCRIPTION. IS it a bug? or is it that i dont know how to set it up ? ...read more

  • Edit contacts in the conversation right sidebar

    • Hello Since the conversation view changed to the Help Desk environment (which is very good), we can't edit the contacts directly in the right sidebar, as before (now it's a card type thing). It was very useful, especially for instance to upldate the language of the user when a new ticket entered. To have to get out of the conversation window to do it is a literal waste of time and my team doesn't update the contacts anymore, as it is so ...read more

  • AI Chatbot outside working hours

    • Hi all! TL;DR: - How to use the AI flow as out-of-hours support - How to create a support ticket if the AI can't help? I'm re-building our chatflow to utilise the AI Chatbot feature. To begin with, we'd like to use it for out-of-hours support. Our current flow has a rule around what happens if Support is not available, and here I'd like to replace the current Knowledge base lookup with AI. I'm trying to get my head a ...read more

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DSurman on October 04, 2024
Tickets Created from Inbox, Calls, and Personal Conversations from non-connected channels
I recently connected three channels - two forms linked to the help desk and one connected inbox. The forms are set to create tickets, the inbox is not. The forms are working just fine, but I'm having some issues with email and a HS phone number: read more
Reply Discussion Calling Connected Email Professional Service Tickets
0 upvote
3 Replies
psmith85
Member
October 04, 2024
Solved
SManolache on October 03, 2024
Live Chay
Hello. On the free account, how many live chats can I create and in how many languages?
Reply Discussion Free
0 upvote
7 Replies
Jnix284
Hall of Famer
October 04, 2024
You're welcome @SManolache I'm glad you got the chatflow working!
godofprogrammer on October 03, 2024
WordPress sales page integration with hubspot
Hi I've a client who a WordPress website and he want to build a upsell path of the funnel with Hubstop. Now here's the thing I'm bit confused that if is possible to have a sales page on the WordPress but checkout, upsells on the hubspot. He has read more
Reply Discussion Integrations
0 upvote
1 Reply
PamCotton
Community Manager
October 03, 2024
Hey @godofprogrammer , thank you for posting in our Community! Yes, it’s possible to have the sales page on WordPress and manage the checkou...read more
Solved
DGainer on September 28, 2024
Is there anyway to configure slack functionality permissions?
I am looking to streamline communication on help desk tickets by utilizing the slack integration. However, we dont want separate teams to be able to search existing tickets, only create and comment. Is there anyway to accomplish today?
Reply Discussion Integrations Tickets
0 upvote
1 Reply
RKon
Participant
September 29, 2024
@DGainer unfortunately, HubSpot's current Slack integration doesn't offer granular permission controls that would allow you to do that. The permissi...read more
Solved
HelBle on September 27, 2024
Aircall SMS in Help Desk?
We use aircall for SMS messgages to customers. Currently, Hubspot records only SMS we send and only within the contact, not within the company page in Hubspot. We'd like SMS to route to Help Desk and record within the company page, not contacts. Is read more
Reply Discussion Enterprise
0 upvote
1 Reply
KhushbooRevOps
Participant
September 28, 2024
Hey @HelBle , Unfortunately, by default, HubSpot usually logs activities like SMS at the contact level, not the company level. Not sure but you ...read more
Solved
KWhittier on September 27, 2024
Enhancing Survey Flexibility and Reporting Capabilities in HubSpot
I have added this twice as an idea; however, neither my colleagues nor Hubspot support can see it, so I'm sharing it as a message instead. Here are my previous idea submissions just in case someone can access them: first attempt , second attempt. read more
Reply Discussion Feedback Surveys Reports
0 upvote
5 Replies
KWhittier
Participant
September 27, 2024
Thank you, Kennedy!

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