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Solved
Anonymous on August 04, 2024
We should be able to assign default emails to pipelines in Help Desk, and also make it so certain users can only reply from certain emails in Help Desk. For example, I have users who create a ticket and then go to send an email and forget to chang read more
1 upvote
1 Reply
Accepted solution
Key Advisor | Diamond Partner
August 06, 2024 12:45
Hi, To streamline your email management and prevent any confusion, I suggest connecting only the team email to your Help Desk channels. When you ...read more
Mike_Eastwood on May 11, 2024
How many Super Admins is too many? One of the common issues we see, when auditing HubSpot Portals, is WAY too many Super Admins. This is a risk for security, privacy and data hygiene (how many people just create Custom Properties whenever t read more
5 upvotes
1 Reply
Community Manager
May 13, 2024 05:45
Mike, this makes so much sense! Thank you very much for taking the time to share your logic with everyone. This is a topic that is asked about freque...read more
Solved
TV5 on April 05, 2024
Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc read more
Accepted solution
Thought Leader | Platinum Partner
April 09, 2024 11:46
Hey @TV5 when you are working with BU each BU get to have their own integrations. You can connect different Xero accounts independently. I...read more
Solved
Hildegaard on March 15, 2024
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more
Accepted solution
Thought Leader | Platinum Partner
March 20, 2024 11:45
Hey @Hildegaard so this is a very good (and frequent question) In general the best suggestion is to deactivate the user as soon as it leave th...read more
Solved
NKucherenko on March 12, 2024
Hello HubSpot Community, I'm trying to set up the HubSpot inbox which will be used by our Team. Our Team is responsible for the working with clients all over the world and we don't want that the admin who is responsible for US can see the e-mail read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 12, 2024 03:48
Hi @NKucherenko , This is unfortunately not possible, no. If someone has access to a specific inbox, they have access to everything in there. ...read more
ARoy22 on February 26, 2024
I use HubSpot in Chrome and allow cookies. For the past few weeks, ever time I open HubSpot in a new tab, it makes me long in. I'm clicking the "remember me" box, but it doesn't matter. This is resulting in me logging in multiple times every day, an read more
0 upvote
9 Replies
Participant | Elite Partner
March 18, 2024 08:33
Hi @BérangèreL I'm not clearing or blocking cookies, it's not 24 hours since the last login, and I'm not using SSO. Best, Abby
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
JWronski on December 15, 2023
Can someone help me out? I'm hoping to figure out how I can set-up snippets in notes and have it populate information that's already in the system. I currently have 8 big projects going on that I need to track what's going on. I've turned this te read more
Accepted solution
Hall of Famer | Partner
December 15, 2023 14:04
Hi @JWronski , Which object are you adding the note to? If I'm not mistaken, tokens for objects where there might be multiple records to pick ...read more
Solved
BilalAhmad on December 04, 2023
Hi, I want to copy the list name a contact is a member of and paste that into a seperate contact property of that contact. Is that possible? If so, how?
Accepted solution
Hall of Famer | Partner
December 04, 2023 06:12
Hi @BilalAhmad , Not out of the box, no. This would require custom code actions: https://developers.hubspot.com/docs/api/workflows/custom-cod...read more
DrewSchmidt7 on October 05, 2023
I got this message today, how do I set myself to available to ensure I receive my emails?
0 upvote
1 Reply
Community Manager
October 06, 2023 03:51
Hi @DrewSchmidt7 , Thanks for reaching out to the Community! You can set your availability status by following the step-by-step instruct...read more
EAdamczyk on August 22, 2023
Hi, My account has been deactivated (I missed the login by 1 day due to being away with no access to the internet). Please could you re-activate my account? Hub ID: xxxxx; Account: Music Artist Agency; email: x xxx Thank you in advance! read more
0 upvote
2 Replies
Member
August 31, 2023 17:32
Hi Pam, Thank you for your response. Can you please clarify that my account can no longer be recovered? Many Thanks, Estie
Solved
npuri on July 24, 2023
Hello community! I have a situation. Lets say I merge two contacts for the same person because they had different email addresses. For one of the email addresses though, the person had unsubscribed to all email communication. How would the merg read more
0 upvote
4 Replies
Accepted solution
Key Advisor
July 25, 2023 00:54
Hi @npuri That's an interesting question! My understanding is as follows, and I'd recommend testing this with a few dummy contacts: ...read more
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