We have in-depth instructions for our CSMs to follow when onboarding a new client in Notion. Onboarding a new client usually takes a month, and throughout that time we would like to be able to automate as much as possible on Hubspot so that 1. our CSMs are given all the instructions and can tick off their duties on a checklist 2. CSMs send out emails to clients when they are supposed to What is the best way for us to use playbooks/w
Hi everyone, I was able to create a workflow however, the only action under communication is to send an email. I tested it and it did sent an automated email response but the auto response did not appear in the customer portal ticket details page (see attached). What we want to do is to have all the converstations through the customer portal so hopefully any automated response will all be there so the customer don't have to check their emails.
Intercom has a feature in their chatflow builder that sends an automated response to a user only after they've typed a question. I don't see the ability to do that in hubspot chatflows, is there anyway to make this happen?
Hi all, I need to create myself an overview report of open tickets from each day for the last month(or selected period of time). Basically I want the days to be displayed on the x axis(1,2,3,4,etc) and on the y axis I want to have the number of open tickets for the particular day. Any ideas on how to do that?
Hello! First post here and am excited to be a part of this community! My company has been using Hubspot for a while now but we are just starting to dig into reporting and metrics to develop KPIs for our service and support team. I've noticed that failry often, we have customers that will reply to tickets that have been closed for several weeks (and sometimes months). This automatically reopens the ticket and greatly skewes our Average Time t
Hey, I'm looking for a tool that can help me hide content and reveal it when I click on a specific subject. I'm currently working on an article that covers a lot of topics, including IVF, cancer-related issues, and SEO. Since the article is quite lo read more
We are not currently using HubSpot to manage support tickets. But are really wanting to consolidate resources into one platform (HubSpot). Our SaaS organization has multiple business lines; we categorize our customers to the city they are in (i.e. read more
Hola En el espacio de contactos de hubspot, queremos agregar uno o varios contactos a una lista activa ya creada. Pero cuando quiero agregar este contacto a una lista, este solo me permite agregar a las listas estáticas. read more
Hello, I've created two workflows for the same stage in my pipeline. One of them is currently linked to the stage, and the other is not. I'm considering replacing the linked workflow with the unlinked one. Any thoughts or recommendations? Thanks, read more
Hi. We are in the process of implementing HubSpot Service and moving from Salesforce. Our current support process allows my team to assign a support ticket to a certain tier/queue. For example, a simple support case comes in, and remains in "tier 1 read more
Hello there! Please any help with this issue?: I don´t have the "Personalize" option in my Landing Page Builder (Marketing Hub Free Version) I am the only user (super admin) in my account, but Hubspot support told me It could be related to perm read more