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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

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

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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

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karstenkoehler

Hall of Famer | Partner

January 15, 2025

Hi @DSmith507 , Could you please share the full list of requirements? This could be as simple as a company-based workflow that triggers ...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

keshukeshvala on January 13, 2025

When to create deal?

Hi, We are a custom software consulting/development company. This question will help to many service/consulting companies who offer services. I am looking to get best practices that when should we create deals? What is ideal Point/time to cre read more

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karstenkoehler

Hall of Famer | Partner

January 14, 2025

Hi @keshukeshvala , The fact that you're losing many deals for certain reasons doesn't necessarily mean that deals shouldn't exist for those s...read more

evmwang on January 13, 2025

How Do You Learn About What's New?

Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate read more

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