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Solved
JCiszewski on September 18, 2024
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
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
September 18, 2024 05:22
Hi Jakub, It looks like this is currently an idea on the ideas forum. This means that as of now there is no HubSpot default action that wo...read more
Solved
DWesterholm on August 27, 2024
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
0 upvote
3 Replies
Accepted solution
Participant
August 27, 2024 22:24
@DWesterholm not exatly what you asked for, but you could use a workflow to set a property to Cold Lead if the Last Contact date is more than 90 da...read more
Solved
AIMW on July 24, 2024
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 24, 2024 07:00
Hi @AIMW , HubSpot has a file manager where you can upload files, generate links and also set these files to no index / private: https://know...read more
Solved
Titanium on May 16, 2024
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
Accepted solution
Hall of Famer | Partner
May 16, 2024 23:53
@Titanium exactly! That sounds like a great process.
Solved
WRowland9 on January 13, 2024
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
Accepted solution
Hall of Famer
January 16, 2024 16:31
@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...read more
Solved
AJauhari on October 20, 2023
How does one add audio
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 20, 2023 08:57
Hi @AJauhari , I'm not aware of any native audio capabilities in HubSpot. You're best option to add audio to notes would be via attachments or...read more
Solved
filipg on October 20, 2023
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!
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 20, 2023 06:39
Hi @filipg , As far as I know, this is currently not possible, no, unfortunately. Best regards!
SNormann on April 19, 2023
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
Member
April 19, 2023 07:57
Hi Karsten! Thank you for your answer. I'm new to Hubspot and realise I probobly left out important information. The contact forms on our site are n...read more
EConway on November 11, 2022
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
Key Advisor
January 04, 2023 15:15
Nice
Simon_C on October 26, 2022
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
Participant
December 23, 2023 08:50
@Simon_C thank you for finding this solution. I skimmed these posts but wanted to confirm: this appears to require the service hub correct? I find ...read more
Solved
BLyons on January 17, 2022
Hi all! A quick organizational question. Is it typical for each staff member at an organization to have a separate, individual inbox - as well as be a member of a shared inbox for a team?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 17, 2022 13:35
Hi @BLyons , Generally the conversations inboxes are meant to be shared channels and not a replication of an individual's inbox, see here: ht...read more
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