I’m trying to build visibility into active services per client — for example, SEO, Paid Ads, Website Maintenance, etc. I’ve read that some companies create a custom object in HubSpot called “Service” or “Project.” Each service record can then b read more
In order to create a Help desk space, it's required to connect a hubspot team. In connecting a team, only tickets assigned to that team will show up in that Help desk space. What I'm confused about is why there's an "Unassigned" view in a Help read more
We recently started using Hubspot, and we have Facebook Messenger linked. I have noticed that every time a new lead comes in via messenger that 2 contact records are created for the same person. One is shown to have been created by the following read more
Hey @CHolmes28 - thanks for posting in the Community! I'd like to tag in some integration experts here to see how we can eliminate duplicate con...read more
Hi everyone, I’m trying to build a clean report that shows each product a company has and the MRR for that product. Onboading team fills out these properties on the time of onboarding. Here’s my current setup on the Company object: Product (mu read more
Thanks for additional context @Saiem
That makes sense and it doesn't at the same time. If up/cross-selling is the name of the game then thes...read more
We have Service Hub as part of our bundle now. We are spinning up a CS internal team and my initial solution was to create new pipeline in Sales Hub for account management. Working with that team lead, Sales closed won deals would add the company read more
Hello, I have a user who took an extended leave at which point their gmail and hubspot were both deactivated. Once reactivated they could not receieve any emails from hubspot - most importantly the code login that is sent when trying to log in read more
Hi @NEgan6 ,
There's a dedicated troubleshooting thread here: https://community.hubspot.com/t5/Account-Settings/New-user-not-receiving-welcom...read more
I need your help. As a service hub user, I know that when a chat comes in contact, the company gets automatically associated with the ticket. Can we also see the deals associated with that contact in the helpdesk view? I know it's not a straightforw read more
Hey @Naveen28 ,
I had a client that faced a similar, or even a bigger issue and it was seeing Leads in the Help Desk. Now Leads are not even a...read more
I have a question and I not sure where to ask it. My organization switched CRMs, away from HUbspot, but I do not know how to disconnect the domain and the email. I only have access to the chatbot now, and the advice it is giving me does not work. Do read more
Hey @JVentetuolo , I hope that you are well! Thanks for reaching out to the HubSpot Community! Switching CRMs can definitely come with a few las...read more
Hi, We currently use Marketing and operations hub and are considering moving to service hub as well. I am looking for recomendations for an onboarding partner that would be a great fit for us. Our challenge in the past with partners is that we are read more
Hi @JKElwell ,
There are a ton of great agencies in the Partner network ! You can use the filters on the left side to get more specific as to...read more
Hi, We are looking into the routing functionality in the Helpdesk from Hubspot. ( Route tickets in help desk based on agent skills ) We want the routing to kick-off once ticket get to a specified pipeline status. So, not when a new ticket is cre read more
Hey @PvPHS 👋 Thanks for the well-thought-out suggestion. We are limited to the options listed in the documentation . For feature suggestion...read more