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Customer Success & Service

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Best Solutions for SMS Customer Support in HubSpot?
- Hello HubSpot Community, I’m with a tech startup specializing in EHR/EMR solutions for healthcare, and we've been using HubSpot for about 9 months now, primarily leveraging the Help Desk for email and live chat support, which has been working well overall. However, we’ve encountered a specific challenge: many of our clients prefer SMS communication for support inquiries. We currently use JustCall integrated with HubSpot, which allows us to ...read more
Location option for meeting scheduler
- After searching the community I'm still confused... Context: I'm a new business owner and just started using the free version of Hubspot. Question: In the free version, is it possible to have an option for choosing the location (call, virtual, in-person) on the Schedule a Meeting form? I have watched videos and read posts about how this should now be possible, however, it is not available for my connections. Am I missing some settin ...read more
@ mention in Helpdesk
- Hello all, I have been using the @mention in Helpdesk to communicate with my team about those specific tickets. I never realized that the tickets with a mention are not being removed from the @ mention queue even after being closed. This creates a lot of white noise with obsolete call outs. How can we make these tickets disappear from the @ mention queue? I know I can detele my own callout but it's nice to have it as a potential fut ...read more
SMS support Ticket Workflows
- Hello, documentation suggests that you can enable SMS sending within a HubSpot workflow , but this doesn't appear to be an option with a ticket based workflow; can only seem to get the SMS option from a contact workflow. Is this possible or a miss in documentation and new feature? ...read more
Older emails not creating conversations when moved to support team inbox
- Hi there, My team has a mailbox, "support@domain.com". Sometimes, team members receive tickets in their personal mailbox, such as "john@domain.com". If that happens, we move them manually in Outlook over to the support mailbox. Usually, HubSpot recognizes those moved mails and opens automatically a conversation for them in the HubSpot inbox so that we can answer them through HubSpot. Today, I wanted to move over some mails that have ...read more

LSDC on January 15, 2025

Best Practices for Managing Luxury Transportation Bookings with Seamless Customer Experience

Managing bookings for luxury transportation services can be a challenge, especially when aiming to deliver a seamless and personalized customer experience. For businesses like, website providing exceptional service begins with efficient bookin read more

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Josh

Recognized Expert | Diamond Partner

January 15, 2025

Hi @LSDC , You have a ton of options for this, but here are some of my initial thoughts: If you have the ability to allow for online booki...read more

ricksox on January 15, 2025

Custom Report - Tickets Received from Specific Contact

Hey everyone, Was hoping someone may be able to help me with this. I'd liek to build a report that measures average response time as well as average time to close for a specific contact. Use case is we have a B2B client that is up for r read more

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Bayanitani89 on January 15, 2025

Sending Bulk Emails to Customers

Hello, I have been trying to send some engagement emails to our customers through HubSpot. HubSpot asked me to make all these customers as marketing contacts. Is there a way to send such emails to many customers without marking them as marke read more

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karstenkoehler

Hall of Famer | Partner

January 15, 2025

@Bayanitani89 it is, please see the link I added to my previous reply.

YK11 on January 14, 2025

Remove contact association with tickets workflow stopped working

We often receive tickets from a standard no-reply email address and we frequently reach the ticket/contact association limit. We created a workflow to remove associations as per the link https://knowledge.hubspot.com/workflows/manage-crm-record-ass read more

Reply Discussion Contacts Tickets Workflows

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franksteiner79

Key Advisor

January 15, 2025

Hi @YK11 +1 from me on @karstenkoehler 's points! I would also recommend checking when tickets where associated and when the workflow execu...read more

DSmith507 on January 14, 2025

Creating multiple tickets from 1 deal, based on companies associated on the deal

Good afternoon, We have a reoccuring issue with our current processes, when multiple companies are included on 1 deal. To solve this issue, we currently create "baby" deals on each of the companies associated in the original deal (which creates read more

Reply Discussion Tickets

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DSmith507

Member

January 15, 2025

Thank you for digging into this for us. Our current workflow creates a ticket for the integration team when a deal is closed won. Within our deal, we...read more

Louco on January 13, 2025

Urgent Help Needed: Reconnecting My Domain to HubSpot

Hi HubSpot Community, I’m facing an issue with reconnecting my domain to HubSpot, and I would greatly appreciate your help. Here’s the situation: I previously created a HubSpot account and connected my domain (goelevate.fr) to that account. Due read more

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Louco

Member

January 14, 2025

Hi Kennedy, Thank you so much for your kind response and for taking the time to assist me with my issue. I really appreciate your help—every bit of ...read more