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Top Resources for Customer Success & Service

  • Imported contacts names overwritten with email

    • Hello, I'm importing a large number of contacts to Hubspot from another platform. When I did so, I specifically assigned the first and last name columns to the corresponding first and last names. However, when I view my contacts, all of them have their email addresses where it says "name" and also "email." That said, when I search by a specific name, the proper contact does come up. Why doesn't their names show up under the "Nam ...read more

  • Can I adjust the profile image/avatar that shows up on a Hosted Email?

    • Hi there, I'm hoping to adjust the email icon that is shown when send an email from our Hosted Email Support profile so it displays as our logo. I can't seem to figure out how to do this and Google keeps directing me to my personal profile. Is there a setting I'm missing? Or am I supposed to login under the Hosted Email's profile? TIA!   ...read more

  • in Tickets & Form: How to create two fields with a many-to-many correspondence relationship?

    • Hi All, how are u doing~ i have a problems with form. when i creat a form for after sales, there are 2 propertities need to be added, one is model, another is issue type. at one deal, customer will buy multy models, and more than one model might have problems, each model need to related to their own type. so what i need is: model can be multy choose, issues type can be multi choose, the each model will associate to one issue type. or t ...read more

  • Dynamic Dropdown in Ticket Form Based on Active Values in a Contact Multi-Checkbox Property

    • Hi everyone, I’m trying to create a dropdown field in a ticket form that only shows options based on the values currently selected (checked) in a multi-checkbox property on the contact level . Specifically: I have a custom contact property with multiple checkbox options. In a ticket form, I want to display a dropdown field that only shows the options that are currently selected for that specific contact. Is this nat ...read more

  • New Courses and Appointment Objects

    • I wanted to see if anyone has come across any best practices for using the new Course and Appointment objects in HubSpot. While HubSpot has released the standard documentation, I haven’t seen much around real-world examples or how others are putting them to use. We’re a smaller team on the Professional license and have often had to repurpose existing objects due to limitations around creating custom ones. These feel like pre-built custom ...read more

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MelEnergy on May 13, 2025
How do I delete/disable my Customer Agent
I just created an agent but I want to delete it - is that possible?
Reply Discussion Service
0 upvote
1 Reply
Josh
Recognized Expert | Diamond Partner
May 13, 2025
Hi @MelEnergy , I know you can remove it from channels, which would essentially disable, but I am not aware of a way to completely delete an...read more
ISylvester on May 12, 2025
Chatbot Popping up on it's own
I set up my chat bot to where it's only supposed to pop up when prompted but it continually displays when it isn't supposed to. Tried reaching out to support but got an automated email back with outdated instructions on what to verify. Looking to se read more
Reply Discussion Professional
1 upvote
3 Replies
Crystal_Hopper
Key Advisor | Elite Partner
May 13, 2025
Hi @ISylvester ! Other than what the others have already said, something I would look at is your browser cache and making sure you actually clear it...read more
ozgesilla on May 12, 2025
Is it possible to see nps score on the property card?
Hello, we implemented an NPS score through surveys. Is it possible to see nps score on the property card?
Reply Discussion Enterprise
0 upvote
1 Reply
Jaycee_Lewis
Community Manager
May 12, 2025
Hey, @ozgesilla 👋 Are you asking about on an Object record? There was a recent update for CSAT, but not NPS unfortunately, which is now live:...read more
squigglebit on May 08, 2025
Desktop Site for Tablets
I travel a lot, and where possible try to take an ipad with keyboard rather than a more cumbersome laptop. However there is no way to access HubSpot in full on a tablet, the force desktop is always overriden and you get some poor hybrid of the app read more
Reply Discussion Enterprise
0 upvote
1 Reply
Jaycee_Lewis
Community Manager
May 08, 2025
Hey, @squigglebit 👋 Great question. I don't have a magic workaround for you in this case. We'll leave this open in case any of our community m...read more
Solved
JeniferL on May 07, 2025
Sending email to multiple recipients at an organization (group sends)
Is there a way to set up automation to send an email to multiple users within an account? For example, I'd like to send an email to 100 accounts, and on that email, I would like to have users with the assigned role of "Decision Maker," "Primary Con read more
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 07, 2025
Hi @JeniferL , No, HubSpot currently has no automated or scaling solution for that. If emails are sent as automated emails from workflows, eac...read more
Solved
LKelman on May 07, 2025
how to best get data stored under fields in the deal object into the company object
Hi there, Can someone help with how to best get data stored under fields in the deal object into the company object. Is there an easy way? Basically the sales team collects information during the sales process under the deal that we would like read more
Reply Discussion Enterprise
0 upvote
2 Replies
LKelman
Contributor
May 07, 2025
Thank you, helpful

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