Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
sam_sottosanto on April 13, 2023
Hi everyone, Hope you all are having a great day! Right now, our chat asks for someone's first name, last name and email address, and records that contact information within their profile. I wanted to check to see if anyone had a list of bes read more
Accepted Solution
Recognized Expert | Platinum Partner
April 13, 2023 12:14
Hey @sam_sottosanto , thanks for reaching out! This is a great question. I think that it partially depends on what information you're asking more
AStefanini on April 04, 2023
Hello everyone, I am writing to you because a few months ago I installed a ubiquitous chatbot on the site of a client of mine who has Hubspot. I would like to have statistics on the performance of the chatbot (e.g. contacts created, abandonm read more
0 upvote
3 Replies
Accepted Solution
Community Manager
April 05, 2023 09:32
Hi @AStefanini , Thank you for reaching out to the Community! It seems you're looking at a live chat and not a bot; the performance more
STrudeau on February 08, 2023
Hubspot chat is only 2 ways (at the moment at least), do you know any integrations that would allow to have more than 2 people within the same chat conversation? I know Twillio and Zendesk Sunshine can do it but there's no integration with Hubspot. read more
1 upvote
3 Replies
Accepted Solution
Thought Leader | Elite Partner
February 09, 2023 16:29
@STrudeau so interesting! Thanks for the tag @kvlschaefer . Like @Jnix284 I started in the home space back in the beginning of my marketing - more
CPersson on November 09, 2022
I want the chat bot to redirect a visitor to a form on my landing page when they choose a certain quick reply. Is it possible to set up such an action?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 09, 2022 06:41
Hi @CPersson , As far as I know it's not possible to automatically redirect a visitor to a page – but you could simply set up the bot to more
CBroholm on October 31, 2022
Hi Would it be possible to post product updates through the chatbot?Assuming the chatbot is installed in our product. Example: We just launcehed some new amazing functionality. When a user logs in to our backoffice and enters a certain page, we read more
0 upvote
6 Replies
Accepted Solution
Thought Leader
October 31, 2022 13:27
@CBroholm you're welcome, happy to help. You might try posting it as an idea here so the HubSpot Product Team has access. If you'll share more
GC5 on October 20, 2022
Hi, How can i customize css style for my chat integrated with Javascript? I need to change the style of my chat widget: • Change button icon color that open the chat window, or i need to remove shadow on it, or add custom icon for button; read more
0 upvote
5 Replies
Accepted Solution
Guide | Platinum Partner
October 21, 2022 04:47
Hi @GC5 , I'll link you to another solution I provided for moving the chat window on the screen . You can't customise what's inside an more
Umut on May 18, 2022
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
0 upvote
5 Replies
Community Manager
June 14, 2022 17:00
Hi @Umut , Thank you for your valuable feedback. We take it very seriously and appreciate you for reaching out to us regarding this matter. more
dmattauch on March 18, 2022
Hi, I'm trying to pull a report where we see the repartation of time chat starts during the day (8AM, 9AM, etc...) It doesn't seem possible to record the exact time as a property? Any way to do such report? Thanks David
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 19, 2022 02:45
Hi @dmattauch , HubSpot stores this information but does not make it available within the reporting tool. You can however access it via more
Jayeshurath on September 21, 2021
1) Is there a way to Close Conversation through workflow 2) Is there a way to filter all the "Unknown visitors" chat
3 Replies
June 30, 2022 07:24
We would like to close conversations that are source=email, because our team info@ email is connected to HubSpot (as the send/reply address for more
Jayeshurath on September 21, 2021
one of our customers doesn't like the chat transcripts sent to them, is there a setting that we can enable to stop sending chat transcripts only for them?
0 upvote
1 Reply
Community Manager
September 21, 2021 06:00
Thank you for your post! Currently, the option for sending chat transcript is either "enable" or "disable", and we cannot set it so that only more
BryceChee on September 07, 2021
Hiya passionate Hubspot peeps! I'm building out some of our support systems and processes in Hubspot from scratch so I wanted to check in with the community if there are best practices to operating in Service Hub? I'm aware of: - Setting da read more
Guide | Diamond Partner
September 07, 2021 06:24
Hi @BryceChee , Apart from managing your ticket system through HubSpot, you can create a Knowledge base for your website visitors and also an more
VDelivery on August 31, 2021
Hi We have a mobile and web app for food delivery. We use Hubspot for recording any queries of our customers. When a customer who is logged in, comes and writes some query, our team has to manually gather basic information of customer like name, read more
0 upvote
1 Reply
Community Manager
September 01, 2021 04:23
Hi @VDelivery Thank you for reaching out! You could use the Visitor Identification API, you can find more information here . more
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

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