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Customer Success & Service

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I can't use ticket properties in the Form Editor
- Hi, When I create a form, I can only use the Ticket properties if the type of form I’m building is "Legacy Form Editor." Am I missing something, or is it not possible to use properties other than those for Contacts and Companies in the Form Editor? Is there any possible workaround? Thank you. ...read more
Set a recurrent survey based on a boolean property
- Hi, I have a contact property which has the values "Yes" and "No", this changes based on the number of closed support tickets they have. Is it possible to send a Support Feedback Survey out to customers when they are set to "Yes"? I want these contacts to be able to receive the survey multiple times Thanks ...read more
Missing Conversations in HubSpot Inbox
- Hi HubSpot Community, I'm facing an issue where I can see full email threads inside a ticket, but in the Inbox, I can’t see the client’s replies. The ticket was generated when a Customer Partner (CP) forwarded an client's email to support. Now, the ticket is correctly associated with the client's contact and company, but the full conversation isn’t visible in the Inbox—only in the ticket. Any ideas on how to resolve this? Has anyone ...read more
Contact not associated with ticket responds
- We forwarded an email from a closed ticket to another person at the client company. The contact was not associated with the ticket and responded to our email. Their response was logged against the ticket but the ticket did not reopen. Do they have to be associated with the ticket for it to reopen? Does forwarding an email not associate the receiving contact with the ticket? Does the ticket have to be open for the contact to be associa ...read more
Automating Churn & Termination Tracking in HubSpot
- Hey, I’m working on setting up a better way to track churns and terminations in HubSpot. Right now, there’s no solid process in place, and the team has asked me to automate it. The idea is simple: if a customer emails support@example.com with keywords like "ending my contract," "termination," etc., a ticket should be created automatically. Is there a way to pull those emails into a property or trigger something based on those ke ...read more

jbullco20 on March 20, 2025

How to link my domain to website

I have 2 questions. I created a website on Hubspot. I think I have figured out most of the things I wanted to do. However, there are 2 things I can’t seem to figure out. 1. Link the Hubspot website to my domain. 2. Link the “Contact Us” form read more

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JFielder8 on March 20, 2025

New to hubspot. need 101 training

where is the best place to find free training vidoes on hubspot for a beginner? I am about to luanch my new buysiness and need to set up Hubspot with my website, FB, X and LinkedIn but cant find training to do it? any help woudl be greatly read more

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karstenkoehler

Hall of Famer | Partner

March 20, 2025

Hi @JFielder8 , The best place would be the HubSpot academy, and for marketing basics this certification: https://academy.hubspot.com/courses...read more

LizPelletier on March 20, 2025

Customer Portal blocker - cannot reopen ticket as they didnt receive an email

Hello, Seeking help! We have recently implemented Customer Portal, however we are at a dead end with customers who have the portal enabled to respond to closed tickets. Today, it appears the the only way to reopen a ticket is to respond to the read more

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kennedyp

Community Manager

March 20, 2025

Hi @LizPelletier ! Welcome to the Community-- happy to have you here 😊 I'd like to invite @Lucila-Andimol , @Jnix284 and @Shadab_Khan...read more

AChapoux on March 20, 2025

How to Remove Unnecessary Messages from Inbox After Ticket Closure?

Hello! We recently transitioned from HubSpot Inbox to Help Desk (HD), and I’m facing an issue I can’t seem to resolve. Previously, in the Inbox, when a ticket was closed and a client replied, the message would reappear in the latest messages. read more

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kennedyp

Community Manager

March 20, 2025

Hi @AChapoux ! Welcome to the Community-- happy to have you here 😊 This is a great question. I'd like to invite @danmoyle , @LSchmid...read more

robertmaclean on March 19, 2025

Workflow to Update the Name of a Ticket from the Customer Agent

Hi there! We've recently started testing the Customer Agent and having tickets come through. An issue I foresee is that the ticket name comes in as something like "Ticket#98982093823". Is there a workflow that could update this name to provi read more

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kennedyp

Community Manager

March 19, 2025

Hey @robertmaclean ! Great question. I want to invite @GrantCarlile and @Bryantworks to see if they can offer any advice here. Hey y'all! ...read more

FvanderPijl on March 19, 2025

Health Scoring with Meeting/contact Properties

Hi all, For our health scoring in HubSpot we would like to have three types of properties: - Meeting with champion in last 30 days - Meeting with decision maker in last 30 days - Amount of meetings in last 30 days Would this be possible read more

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LCunningham1

Contributor

March 20, 2025

Hey Guys, We have something similar but at company level only, a property for 'last success review' date to be able to segment from other meetings t...read more