Hi I have a property for companies which is called 'type' and which is a dropdown select. I would like to use the same tag on contact level. So every contact that is associated with a company, should get the same tag as the company. How can I easi read more

Is it possible to add/switch these dropdowns

Hi Guys, I am looking to automate the process of tagging and updating the status of notification emails within HubSpot. Specifically, I want to: Automate the tagging of incoming emails based on their content. Update the status of these ema read more

It would be great if we could show the dependent properties on the sidebar for the Help Desk. For example: I have a property for our products and a dependent property for the versions. This works fine on forms, but to view this information on read more

Hello talented people, looking for some local wisdom, thank you in advance to anyone who has a look at this. We are operating with a dedicated tech support team that handles all incoming support conversations (with automatically created tickets). M read more

Are there any recommended strategies available to help prevent spammers and individuals who do not seek support from utilizing our chat tool?

Hi, I need to create a view where I can see how many open tickets each contact that is a buying customer have - either as a dashboard or a report. Where do I start?

Hi all! I'm in search of an easy (automated if possible) way to update our business hours to include office closures for holidays. There used to be a feature where you could set a calendar of holidays and have a banner displayed on your website read more

I am currently trying to get a CSAT report showing satisfaction percentage by the agent but couldn't do it, even the export doesnt have the agent's name. Is there possibly any way to get the CSAT percentage as per the assigned agent for month da read more

I'm a big fan of including images in my ticket responses because it helps add clarity to the words and makes it easier for customers to connect the dots. Most of the time I use a screenshot tool to capture the image I need and paste it directl read more

We do not use the "automatically assign tickets" feature in Hubspot. Instead, conversations are manually assigned to agents after a message comes to our shared inbox. However, once a conversation is assigned, it remains assigned without any (or any read more

When merging 2 tickets, the resulting ticket gets a new ticket ID. Our issue is that the previous ticket IDs are not searchable in any way. Customers will typically receive an email with the ticket ID via pipeline automation, and it is problematic read more