Tips, Tricks & Best Practices

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EConway on November 11, 2022

[Free Resource] Prospecting and Objection Handling: Templates and Best Practices for Sales Success

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

Reply best practices Blog Campaigns Conversations How-To Meetings Quick Tutorial Sales Sequences Templates

5 upvotes

1 Reply

SNigam

Guide

January 04, 2023 12:15

Nice

Simon_C on October 26, 2022

How to automatically create a Deal record via Conversations Inbox email channel

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 further to the Deal object is not something that is currently read more

Reply Conversations Deals Sales Tickets Workaround Workflows

9 upvotes

7 Replies

Jnix284

Thought Leader | Partner

October 28, 2022 10:27

@Simon_C super helpful, thank you! This will make it easier to update reports and get everything aligned properly between service and sales. I'm ex...read more

Solved

BLyons on January 17, 2022

Separate inboxes for individual staff members?

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?

Reply Conversations

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 17, 2022 10:35

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

scollings on November 21, 2021

Chatbot pass in email and names

Hi have an Admin portal where people have to login to frist. Here I want to put a ChatBot. Is there a way for me to pass the email address, and names of the person who has logged in, into the ChatBot so I don't need to re-ask them? I don't rea read more

Reply Chat Contacts Conversations Developer Free

0 upvote

1 Reply

PamCotton

Community Manager

November 22, 2021 15:32

Hello @scollings Happy Monday! I want to invite some of our top experts to help start this conversation @Gonzalo @DanielSanchez @webdew any ...read more

KHolmes7 on September 15, 2021

Hubspot HTML Signature Issue

Hi all, I am wondering if anyone can help me out. I am having some issues with using a converter (from MS Word to HTML) for my companies signatures. What seems to be happening is when I paste the created HTML into the "HTML" tab in "Ema read more

Reply best practices Connected Email Contacts Conversations CRM Email Deliverability How-To Marketing Email Quick Tutorial

0 upvote

3 Replies

SNigam

Guide

September 16, 2021 07:30

Oo good to hear that your issue have solved and yes you can mark this ticket as solved. Thank you

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