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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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Solved
AAgovic on June 13, 2025
Bounced emails
Hi, Can you unbounce my contact email centrometal@t-com.me My CEO uses this mail an I have a lot communication with him through email. Thanks in advance, Anes
Reply Discussion Free
0 upvote
8 Replies
AAgovic
Member
June 14, 2025
Hi, I am using Hubspot for two email accounts. On one, I can regularly send emails to* centrometal@t-com.me * but on the other I can't. Why is this ...read more
Solved
JHogan1 on June 12, 2025
Preventing Contact Emails To/From Support Inbox from Associating to Deals
Hi all, We’re in the early stages of rolling out the Service side of HubSpot, and I’ve set up our Support email as a channel under Service → Help Desk . Here’s the challenge we’re running into: In our business, it's common for a single co read more
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 13, 2025
Hi @JHogan1 , @JHogan1 wrote: Is there a way to prevent any emails sent to or from our Support inbox from being automatically associate...read more
Solved
SThompson74 on June 12, 2025
Workflow
How can I create a workflow that will do this When a new conversation arrives in the Inbox, check if the contact has any open tickets in the pipeline , and automatically associate those tickets with the conversation.
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 12, 2025
Hi @SThompson74 , This is, as far as I know, not possible out of the box. I'm not aware of a workflow setup with the built-in tools that could...read more
MariaDP on June 12, 2025
Managing Tickets
Is there a more efficient way to handle receiving contacts through email - such as landing pages?
Reply Discussion Landing Pages
0 upvote
2 Replies
Jaycee_Lewis
Community Manager
June 12, 2025
Hey, @MariaDP 👋 Can you give our community more details? There are likely many ways to answer this question, and knowing more information spec...read more
Solved
BFlory on June 12, 2025
Notification when being associated to ticket
Hello Community, I have the problem that my settings show that I should get informed when I am being associated to a ticket. Somehow, I dont get the information. Can anyone tell me why? Best regards Benjamin
Reply Discussion Starter
0 upvote
2 Replies
BFlory
Participant
June 12, 2025
Hi Frank, danke dir für die schnelle Antwort. Ich meinte vermutlich zugewiesen. Es war wohl so, dass die Änderung im System etwas länger gebrauch...read more
NMetnik on June 11, 2025
Tickets with associated records
Hello, Using the api, I'm trying to make one call to return all tickets in a date range and include the associated customerid and assigned userid. Thank you! Nick
Reply Discussion Tickets
0 upvote
5 Replies
Jaycee_Lewis
Community Manager
June 12, 2025
Hey @NMetnik 👋 You are not missing an additional option. Using the REST API endpoints, we cannot do this in a single unified request. You'll n...read more

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