Looking for tips, best practices, etc. when setting up a Service Hub in an international environment with customer service in multiple countries, operations and users in multiple time zones etc. What to consider? I can't find anything written so I'm read more

I am currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issu read more

TL;DR: Should we stop using the Service object and switch to Tickets for project management? We're currently using monday.com for project management; frankly, it's not great. We almost exclusively communicate with customers via HubSpot as we m read more

Hey everyone, We're working on connecting HubSpot with Microsoft Dynamics 365. We want to sync contacts, leads, opportunities, and customer info smoothly between both systems. We're also looking into custom API scripts to keep our data accurate read more

Hi, I'm looking for a better way to manage my customers, I'm not sure tickets board is the best way. Do you use tickets for more than support? I feel like I'm missing something.

Hi, We are a custom software consulting/development company. This question will help to many service/consulting companies who offer services. I am looking to get best practices that when should we create deals? What is ideal Point/time to cre read more

Hello HubSpot Community, I’m with a tech startup specializing in EHR/EMR solutions for healthcare, and we've been using HubSpot for about 9 months now, primarily leveraging the Help Desk for email and live chat support, which has been working wel read more

Hello everyone, We are already using Hubspot for internal ticketing purposes, and a mix of inboxes & tickets for customer touchpoints, and we are now looking to have all customer touchpoints = ticket. We have seen we could use the Help read more

Hey Community, I’d appreciate your guidance on best practices for managing reopened support tickets in a way that balances excellent customer experience with accurate tracking of SLA and resolution metrics. Current Workflow: Our clients can open read more

How do I solve this when the match needs to be on the company name only, and not using email domain? In my case, I have this unique situation where all my contacts are technically franchisees of the same corporate owner, but they must be managed read more

Hi! We're a SaaS company with a 90-day onboarding process. Currently, we can’t see which companies are in the onboarding stage in HubSpot, which affects the accuracy of our reporting. To address this, we’re considering two options: read more

Hello, is it possible to add my hubspot tracking code to my canva website? i cant find any info anywhere?