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Tips, Tricks & Best Practices

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ATench on May 20, 2022
badges are adolescent. please do not award me any badges.
I just got emailed a badge for liking a post. What a waste of time. The HubSpot program barely works, it's impossible to do simple things on it, and then they waste my time giving me badges. What am I, a teenager? badges are adolescent. please d read more
Reply
0 upvote
0 Reply
Solved
Philysgdy on May 19, 2022
Tracking a schedule of items
Problem We are wanting to improve the communication between the factory and the shop using tickets with workflows. Background We produce kitchens. There are many components to making and installation of a kitchen. We have a contracted manufac read more
Reply Professional
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 19, 2022 21:10
Hi @Philysgdy , Have you considered using tasks for this? https://knowledge.hubspot.com/tasks/create-tasks Tasks can be created in wor...read more
kvonloesecke on May 19, 2022
What’s New in Service Hub Professional - May 2022
Hey Community, Did you know that Service Hub Professional recently introduced three new features : Playbooks Call transcription and Coaching Inbound calling. Building a customer service department takes time, dedicatio read more
Reply Announcement Calling Playbooks Professional Service
9 upvotes
3 Replies
JSC
Top Contributor | Platinum Partner
May 23, 2022 00:43
Hi ! I'm waiting for Inbound calling to be available in Europe to test it out ! 😉 I also noticed some improvements ideas for the Service H...read more
Umut on May 18, 2022
Chat module's accessibility problems
We, as Funka Nu AB, are experts in digital accessibility. Here is a list of our quick findings of HubSpot's chat functionality: Iframe title needs to be editable. When not open, small tabfocus is visible on button but opens a wrong object. Ne read more
Reply Chat
0 upvote
2 Replies
Umut
Member
May 20, 2022 03:19
Hi @kvonloesecke , Thanks for posting a link to that post but WCAG 2.0 is from 2008 . That's no longer a valid acccessibility target in 2022. ...read more
Solved
MSuarez6 on May 11, 2022
Create task from property
Hi, I am trying to st up a workflow that creates tasks based on a property selection, For example, If X person selects a property, I would get an specific task. So each property would be tied to a task, however, I am trying to set this up as read more
Reply Professional
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 11, 2022 21:25
Hi @MSuarez6 , If you want something to happen repeatedly, this is always managed through the (re-)enrollment criteria. If/then branches are o...read more
Svea on May 08, 2022
How to resend survey feedback?
Hi, we are also searching for a better solution for sending reminder emails to contacts which haven't conducted our survey yet. This list option may have been a solution before the iOS 15 Update came across. Is there a solution to also send reminder read more
Reply
0 upvote
2 Replies
Jnix284
Top Contributor | Partner
May 09, 2022 13:56
Hi @Svea You could setup a property associated with the survey completion called "survey complete" with the type single checkbox (yes/no) and ...read more
Solved
SWilsonA4u on May 06, 2022
Copy Filed Value from a Ticket to An Associated Deal
Anyone know if this is possible in any way. Im guessing not as I cant see any way to do it in workflows and with it being a possible 1 to many relationship system would need to know specific Deal ID to copy to. Any thoughts on how this can read more
Reply Tickets
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 06, 2022 04:01
Hi @SWilsonA4u , In a ticket-based workflow, you can copy values from ticket properties into deal properties, see the example below: ...read more
STeam0 on May 03, 2022
Super SLA - new SLA reporting and alerting tool for Service Hub!
Hi folks! 👋 We've just launched a tool called Super SLA ( https://supersla.com ) and would love you to try it out and give us any feedback. It lets you: Set per company, source or pipeline SLA rules for your tickets Get warned via read more
Reply Announcement Developer Integrations Tickets
1 upvote
1 Reply
TiphaineCuisset
Community Manager
May 04, 2022 02:53
Thank you for sharing @STeam0 !
CGoodwinOlsen on April 25, 2022
How to send an email update to many tickets
We are looking for advice regarding best practice for handling tickets where the topic/issue, and therefore resolution, is common for multiple customers. Use case : an issue with out product occurs which impacts many or even all customers, so m read more
Reply Admin best practices Contacts Conversations Enterprise How-To Lists Marketing Email Quick Tutorial Service Tickets Workflows
0 upvote
2 Replies
Jnix284
Top Contributor | Partner
May 10, 2022 06:39
Hi @CGoodwinOlsen , You are correct that using marketing email based off of a list would not associate back to the ticket, nor would replies go...read more
Solved
LChamberlain on April 19, 2022
Hubspot Meetings for Support team
Hi Folks! Has anyone here used Hubspot meetings for their Support team? ☎️ I'm looking into ways to provide scheduled support calls rather than folks calling into a call center. I'd love your help!
Reply
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 19, 2022 21:09
Hi @LChamberlain , Yes, a lot of Sales Hub features are also available in Service Hub. For scheduled support calls you could for example look ...read more
Solved
RGerring on April 18, 2022
Auto-capture browser, version, etc. from a form?
Hi All, We've got a Hubspot "Contact Us" form, and this form can be used to report product issues, e.g. bugs on our website. Is it possible (and legal?) to auto-collect browser session data of the person completing the form? e.g. the sor read more
Reply
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 18, 2022 21:18
Hi @RGerring , What you're referring to is the user agent string, "a technical bit of information that your web browser sends every time you l...read more
Solved
02091 on April 15, 2022
What is the difference between "Ticket Activity" VS "Ticket Information", pros and cons?
Hi, I am quite new in HubSpot and I am a bit confused between the difference of setting a newly created property of "Object type" ticket to Group: "Ticket Activity" versus setting it up to Group:"Ticket Information". Could someone clarify? read more
Reply Professional
0 upvote
1 Reply
Accepted Solution
JonathanS
Contributor | Elite Partner
April 17, 2022 13:28
Hey @02091 , Property groups are used to keep related properties grouped together when viewing records in HubSpot. There is no performance dif...read more
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Tracking a schedule of items
What’s New in Service Hub Professional - May 2022
How to send an email update to many tickets