JavaScript muss installiert und aktiviert sein, um diese Boards verwenden zu können. JavaScript ist in Ihrem Browser deaktiviert oder Ihr Browser unterstützt kein JavaScript. Einzelheiten zur Aktivierung von JavaScript finden Sie in der Hilfe zu Ihrem Browser.

Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

MiaSrebrnjak on Januar 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. Beitrag ansehen

Antworten Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 Likes

11 Antworten

MiaSrebrnjak

Community-Manager/-in

Februar 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...Beitrag ansehen

Gelöst

WRowland9 on Januar 13, 2024

Using Conversations Inbox for all Sales Form Submissions, Chats, Inbound Emails to Alias Groups

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 Beitrag ansehen

Antworten best practices Contacts Conversations CRM Enterprise Forms Sales Settings Workflows

1 Likes

3 Antworten

Accepted Solution

Jnix284

Koryphäe | Elite Partner

Januar 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...Beitrag ansehen

Gelöst

AJauhari on Oktober 20, 2023

Adding audio notes to company and contact

How does one add audio

Antworten Contacts Conversations

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Oktober 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...Beitrag ansehen

Gelöst

filipg on Oktober 20, 2023

Inbox with Forms

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!

Antworten Conversations

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Oktober 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

How do I see all messages sent through a specific contact form/platform?

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. Beitrag ansehen

Antworten Contacts Conversations How-To Marketing Email

0 Likes

2 Antworten

SNormann

Mitglied

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...Beitrag ansehen

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 Beitrag ansehen

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

5 Likes

1 Antwort

SNigam

Autorität

Januar 04, 2023 15:15

Nice

Simon_C on Oktober 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 Beitrag ansehen

Antworten Conversations Deals Sales Tickets Workaround Workflows

11 Likes

10 Antworten

GFair6

Teilnehmer/-in

Dezember 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 ...Beitrag ansehen

Gelöst

BLyons on Januar 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?

Antworten Conversations

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Januar 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...Beitrag ansehen

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 Beitrag ansehen

Antworten Chat Contacts Conversations Developer Free

0 Likes

1 Antwort

PamCotton

Community-Manager/-in

November 22, 2021 18:32

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

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 Beitrag ansehen

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

0 Likes

3 Antworten

SNigam

Autorität

September 16, 2021 10:30

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

Möchtest du eine Diskussion beginnen oder eine Frage stellen?

Beitrag erstellen

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Featured Content

Workflow - Send email to External email from custom object

"Network" linked to company profiles