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, I am trying to create one central calendar for the whole sales team to view so we can all see when people have meetings. The meetings are over a 4 day period as it is for a trade show they are attending and we need to see when people will bebus read more
@VicciC , answering what you could do if you are on a higher subscription tier.
If you are on a Sales or Service Pro or above subscription, y...read more
Hii team, I still have more questions about the Lead Object. I submitted previously posts for missing features on Lead Reporting and Lead Status not connected to Company Activities, but last time I was able to automate it with a work around. Now I' read more
Thank you, that is true, but we were hoping to use Lead Object for our SDR team, since we are working on Company Objects as Leads and the team is fin...read more
Hi everyone, I’m trying to better understand how the “Don’t overwrite existing values” option works when importing contacts into HubSpot. During the import process, the "don't overwrite" label says: " When a record in your import matches a record read more
@md2727 starting with a semicolon will append , not replace. Have you reviewed the linked article?
" To import multiple values, add a semico...read more
This adds a few steps to the quote process and slows it down. Could the current deal where 'quote' was pressed be autopopulated when you create a quote? Thank you,
That would definitely streamline the process and reduce unnecessary clicks. Auto-populating the deal seems like a logical improvement—have you ch...read more
I created a custom property for the Company object named Customer Lifetime Value . I want to automatically calculate the value of this property based on the sum of all associated deals. ChatGPT suggested creating a workflow that updates the value read more
Hello, We are wanting to setup automated renewal emails for our clients (sent 60 days before a subscription ends), but I'm trying to work out the logic in how to do it. I thought I could set those up through one-to-one but I can't select that as read more
@Linah4 one to one emails would be sent as described here: https://knowledge.hubspot.com/one-to-one-email/send-and-reply-to-one-to-one-emails
...read more
Hey all, Does anyone have a good idea how to solve my display ads issue? We run display ads with an outside vendor and it rolls up under Other Campaigns as the Original Traffic Source. How can I break this out in reporting? is it best to just reall read more
I think this is a great feature! But as I understand it, this applies to all incoming and outgoing emails. So if you receive random emails from colleagues or even personal ones, does that mean HubSpot will automatically capture all details a read more
Hi @JBleys ,
This feature refers to emails that you track/log to HubSpot, since it's based on your personal connected email address. Records w...read more
We need to select (contacts with associated) deals based on specific associated line items; namely, to identify deals for certain products, which we don't have in the deal name, since the same deal may include multiple products. We want to email read more