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Top Resources for Customer Success & Service

  • Can filter settings in the knowledge base be saved?

    • We have about 500 articles in the knowledge base. So, if for example, we want to proofread / update articles on a certain topic, or from a certain author, we use the search function and the filters that are available in the knowledge base. Unfortunately, when I open one of the articles from the list, and then close the article again, the filters are not active anymore, I see the list of all articles. And I have to search and filter the same ar ...read more

  • Sharing an Email Survey with URL

    • Hello! We have an existing survey that is emailed out of HubSpot with a 5 day reminder. That said, we wanted the option to also manually share the SAME survey with a URL. Is there any way to share this survey with a URL so all the results are pulled into the same place? The only thing I can find is that I need to create a SEPARATE survey with a shareable link, but then the results won't be combined. Is there something I have overlooked here or ...read more

  • Accessing & Exporting Copilot Record Summaries in HubSpot

    • Hi HubSpot Community, I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for different objects, including deals. I need to know if there is a way to: 1.Export these Copilot-generated summaries (e.g., via API, workflows, or reports). 2. Use them in reports or dashboards within HubSpot. Since these summaries are visible in the UI but not stored in standard properties like “Notes,” I’d like to understand i ...read more

  • Need help with modifying the ticket pipeline

    • Hi Team, I’ve been assigned to modify this workflow, and I wanted to get your input. Currently, when an invoice remains unpaid for a certain period, the workflow creates a ticket in the AR pipeline for follow-up. If we’re unable to reach the client or they still haven’t paid after being enrolled in the workflow, we deactivate their subscription. The issue now is that we need to assign the same ticket to the cancellation/deactivation pip ...read more

  • Ticket Attachments that include highly sensitive data

    • Has anyone out there developed a workflow pipeline for client services in a financial services firm, that involves attaching records with financial data on a hubspot ticket? I am eager to learn what challenges you experienced with data that includes highly sensitive data like bank records. ...read more

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ECanicosa on February 09, 2025
Trello Zapier Hubspot Intergration
Hi All, I have two issues with our HubSpot at the moment: I’m trying to figure out how to retrieve the specific Numerical ID of a user from HubSpot that can be used in Trello. Does anyone know how to do this? We’ve changed the owners for thre read more
Reply Discussion Starter
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
February 10, 2025
Hi @ECanicosa , You can find the ID of a user under Settings > Properties > Search properties > type 'Contact owner' and click it &...read more
CRV01 on February 09, 2025
Voicemail Issues
The call is set to route on the user's personal number. The issue is that instead of the voicemail set in HubSpot it's running the user's personal voicemail. Any idea on how to fix this?
Reply Discussion Settings
0 upvote
1 Reply
DianaGomez
Community Manager
February 10, 2025
Hi @CRVictorio , Thanks for reaching out to the Community! Hello, thank you so much for your question. Inquiries like these typically re...read more
Solved
KCastro2 on February 07, 2025
Help With Registration Templates
Under Private Content + Pages , there are registration pages that the client sees when they register, sign in, sign out, reset their password, etc. When creating a clone of the original template , it seems that when I preview the cloned templa read more
Reply Discussion Professional
1 upvote
2 Replies
danmoyle
Most Valuable Member | Elite Partner
February 10, 2025
Hi @KCastro2 and welcome to the Community. I'd +1 on the suggestion from @BérangèreL to contact support. In my research, I found that this...read more
Solved
EEmbers on February 07, 2025
domain 404 error
I have searched and tried to fix this for a week now. My domain comes up 404 error. But it says it's connected. I didn't even know there was any issue until I tried to look at my site from a different place. I did all the recommendations I can find. read more
Reply Discussion FREE
0 upvote
6 Replies
Jnix284
Hall of Famer
February 09, 2025
you're welcome @EEmbers , I'm glad everything is working as expected now!
Solved
LKramer3 on February 07, 2025
Can filter settings in the knowledge base be saved?
We have about 500 articles in the knowledge base. So, if for example, we want to proofread / update articles on a certain topic, or from a certain author, we use the search function and the filters that are available in the knowledge base. Unfortu read more
Reply Discussion Knowledge Base
1 upvote
3 Replies
LKramer3
Participant
February 10, 2025
Hi Dan, thanks for your answer. Yes, thats the workaround we use at the moment. But it would be nice to have it as a feature in hubspot.
Solved
MGreene04 on February 05, 2025
Sharing an Email Survey with URL
Hello! We have an existing survey that is emailed out of HubSpot with a 5 day reminder. That said, we wanted the option to also manually share the SAME survey with a URL. Is there any way to share this survey with a URL so all the results are pulle read more
Reply Discussion Feedback Surveys
0 upvote
2 Replies
MGreene04
Member
February 05, 2025
Thank you for the quickly reply and confirming my s uspicion /research.

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