Service Hub Onboarding

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MLorentz on September 18, 2023
Microsoft group email in inbox
Hi, I am setting up hubspot for our company. We recive manny email throught group email addresses and i am not able to connect these to my hubspot account. I am able to connect my personal office 365 account and microsoft teams but the emais tha read more
Reply Free
0 upvote
1 Reply
DianaGomez
Community Manager
September 18, 2023 14:25
Hi @MLorentz , Thank you for your inquiry. I'd like to involve some of our experts in the conversation to review whether they have an...read more
TownFish on September 13, 2023
My community profile page keeps auto refreshing!
Not sure if this is the correct topic section to post this in but I couldn't find one that fits my issue... When i log into my profile the page keeps refreshing, the URL changes briefly whilst this refresh occurs and it happens repeatedly not al read more
Reply Free Service
0 upvote
3 Replies
kvlschaefer
Community Manager
September 20, 2023 09:49
Hi @TownFish , Thank you very much for this video, and I apologize for any impact this is causing on your community experience. I've reached...read more
Solved
SV402 on August 25, 2023
Associations
How to associate Deals, Contacts and Companies with Tickets in Hubspot workflow .Is it possible to do ?
Reply Free
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 25, 2023 08:04
Hi @SV402 , Out of the box, associations can only be set in workflows when those workflows create new records. If you want to associate existi...read more
Solved
SDormann on August 02, 2023
Is there a way to change a URL in an email after it has been sent?
Is there a way to change a URL in an email after it has been sent? For example, if a URL of abc.com was sent in the email, but after it was sent, we realized that it should have been xyz.com, can we change the HubSpot ID of the link to use the n read more
Reply Marketing Email
0 upvote
3 Replies
Accepted Solution
franksteiner79
Key Advisor
August 02, 2023 11:37
Hi @SDormann That's not possible. Once an email has been sent, it is out of your hands. The only option I can think of is doing a redi...read more
Solved
PPuri8 on June 09, 2023
Setting up pipeline views for all agents
Hi, I'm trying to set up a support pipeline view so that all agents see the same views, with the same filters on them. I can save the view and then they add it to their pipeline board but I'm looking for a way that I can set it up as an adm read more
Reply Professional
0 upvote
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 09, 2023 14:26
Hi @PPuri8 , Thank you – that makes sense. You can't make this the default for all users but you can share it with them and they can make it t...read more
Solved
SKoehn on June 06, 2023
Custom Ticket Templates
Is it possible to create multiple ticket templates? For example, I want a ticket template for Onboarding and a ticket template for Support. Each to have their own properties, each being assigned to their own pipeline. Is this possible??
Reply Starter Templates Tickets
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 06, 2023 10:44
Hi @SKoehn , Yes, but it requires a Service Hub Professional or Enterprise subscription. You can find the documentation here: https://knowled...read more
Solved
ATaroni on May 29, 2023
Wrong user shown
Il nome in alto a destra quando fanno login i colleghi è sempre il mio, perché?
Reply Admin
0 upvote
1 Reply
Accepted Solution
ATaroni
Member
May 29, 2023 09:11
Trovato, quando chiedono nome account sulle opzioni generali avevo messo il mio nome, loro intendevano account aziendale.
Solved
NaveenGMProxima on May 26, 2023
Tickets with table like property
I am in need to add a list of information like a table for a ticket. The exact requirement is: We take "Travel Fund request" and create one Ticket for such request. This request can have a list of estimated expense proofs. Hence we are in need read more
Reply Developer
1 upvote
2 Replies
Accepted Solution
jolle
Recognized Expert
May 26, 2023 13:28
Hey @NaveenGMProxima , thanks for reaching out! I'm not sure what specific datapoints you're tracking and how they need to be sorted, but this...read more
Solved
hk06 on May 16, 2023
Duplicate email address check
Hello I have a question. Free plan and in use Is it possible to cancel the duplicate check of the email address? This is because I want to register the same email address as a separate record for various reasons.
Reply CRM Free
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 17, 2023 00:03
Hi @hk06 , The same email address cannot be used across multiple contact and this functionality can also not be disabled. The email address is...read more
zenios83 on April 24, 2023
Problem with Captcha on Hubspot form on WordPress
Hello, I am using HubSpot forms on my WordPress website. However, as you can see on this link https://www.hotelieracademy.gr/epikoinwnia-hotels/ when accessing from a mobile device, the Captcha image never appears. I understand that it is not read more
Reply Forms
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
April 25, 2023 10:11
Hi @zenios83 , Thank you for reaching out to the Community! I was able to reproduce the issue. It's true that visitors will only be challen...read more
Solved
KFrost6 on April 05, 2023
Automated Follow Ups for Tickets
Hi, We are in the process of migrating to Hubspot. One of our existing workflows is: 1) Once we have responded to a customer, we will wait 24 hours before sending them a follow up, asking if anything is outstanding and letting them know that if we read more
Reply Enterprise Professional Tickets
1 upvote
3 Replies
Accepted Solution
danmoyle
Thought Leader | Elite Partner
April 07, 2023 14:37
@KFrost6 would a CES survey work for this? It might take a little rethinking on your current process, and might include closing the ticket to tri...read more
Solved
OllyLD on March 20, 2023
Onboarding Resources
Good Afternoon, I was wondering if anyone has any presentation/onboarding resources to deliver to a small service team. We have moved from ZenDesk and have been using HS for Sales/Marketing but have now moved Service Hub over. Just wondere read more
Reply Service
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
March 20, 2023 11:59
Hi @OllyLD , The Service Hub Software certification course is a great starting point: https://academy.hubspot.com/courses/hubspot-service-sof...read more
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