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Top Resources for Customer Success & Service

  • Automate Object Tag Removal

    • It would be great to have the ability to have object tags (Ticket Tags in my case) automatically removed. I understand that I can create a custom property and tag tickets this way, but I love the look of ticket tags, and we use these in other situations, so coaching teams how to filter 1 property vs multiple is much easier. In my case, when a ticket is in a stage for more than 5 days, I have the ticket being tagged as "Overdue" so the rep a ...read more

  • Using hubspot forms as surveys

    • Hi there! I'm attempting to create surveys by creating a form since I don't have the right subscription for hubspot to access the forms feature. I have a simple two step form that asks how satisfied a client was with the service they received using a radio field, and a multiline text box field that asks if they want to elaborate or tell us how we can improve our services. I need to connect both fields to a property and I'm not sur ...read more

  • How can I make the AI Agent stop going in circles during a handoff?

    • This is brutal! I've tried a ton, and I can't get it just to say, "Thanks for your email. Someone will be in touch soon." Instead, it just goes in circles! Has anyone else figured out how to get around this during the handoff? ...read more

  • Resolution property: Reset "[blank]" default option

    • Q 1: After changing and saving the Label of the Internal Name "[blank]" radio option for the Resolition property, we need to change the Label back to "[blank]". original Option 1 / default Label: [blank] Internal Name: [blank] changed to / current Option 1 / default Label: Recalibrated Internal Name: [blank] need to change to Option 1 / default Label: [blank] Internal Name: [blank] Option 2 Label: Recalibrated Int ...read more

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SaraGilstrap on June 19, 2025
Assigning Customer Agent to Specific pages
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.
Reply Discussion Professional
0 upvote
0 Reply
DBergeron on June 19, 2025
Annoying, cumbersome, daily log-in
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?
Reply Discussion Free
0 upvote
1 Reply
karstenkoehler
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
TManu on June 18, 2025
Zoom Dialer
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
Reply Discussion Sales
0 upvote
2 Replies
JessicaBaskey
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
TManu on June 18, 2025
Zoom Dialer
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
Reply Discussion Sales
0 upvote
1 Reply
ArisudanTiwari
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
ThomasSchädlich on June 18, 2025
Form-Submitted Tickets Not Assigned to Contacts and Companies
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
Reply Discussion Forms Tickets
0 upvote
3 Replies
TomM2
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
Solved
JYaacoub on June 17, 2025
Turning off Chatbot Transfer to a human agent
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 wan read more
Reply Discussion Chat Enterprise
0 upvote
1 Reply
himanshurauthan
Thought Leader | Elite Partner
June 17, 2025
Hi @JYaacoub You can stop HubSpot’s AI chatbot from transferring conversations to a human agent, but you will have to use a custom bot for ...read more

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