Hello HS community! Our team has been setting up our Customer Agent to provide 24 hour support for customers and I was curious: what best practices your team have found? Here are some of our findings: Utilize a knowledge base to ground read more

Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag read more

Hi there! I'm new to HubSpot. I'd like to know if I can create a workflow which would be closing conversations from my inbox based on a contact propoerty value. I want to close any conversation in my inbox that has a certain value in the read more

Hi there, I have a simple request. I want to see how many companies our sales team is reaching out to again that were previously cold prospects. What I need is to filter companies by their "next to last contact date" to find those contacted read more

I am trying to creat a repository, with the aim of it holding all relevant sales information. So brochures, banners, logos, images etc. I don't know where in Hubsport would be the best place or this. It needs to be something that anynone with a link read more

We need to create a way for staff to report an accident or an incident onsite at our facility. What is the best way for a staff memeber to quickly enter information and to capture that information so that it's easy to read, follow up on, and indicat read more

I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin read more

How does one add audio

Hi, is there a way to filter by form when creating a view in Inbox? The only relevant filter I see is Source > Forms but there doesn't seem to be a way to filter by actual Form. Thanks!

Hi! On our website we have a number of contact forms and we are not keeping track on which of theese forms are being used, or if they are really being used as intended. We also get e-mails sent through various platforms were we market our products. read more

Prospecting and Objection Handling: Templates and Best Practices for Sales Success ➡️ Download the kit here ⬅️ 🔍 How you behave when a prospect pushes back can make or break your sale. 💡 It’s report read more

Requires Service Hub Professional Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this a step further to the De read more