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KBartkus on March 31, 2025
If you want uncalculated fields or empty properties used in a calculation to automatically become zero (instead of manually entering zero for each one) you can create a workflow. Go to "Workflows" under the "Automations" tab on the left side ba read more
0 upvote
1 Reply
Community Manager
April 01, 2025 05:36
Hi @KBartkus , Huge thanks for sharing this workflow tip! This is a real time-saver for anyone looking to optimize their data hygiene within...read more
Solved
JDiazRojas1 on February 05, 2025
Hi HubSpot Community, I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for different objects, including deals. I need to know if there is a way to: 1.Export these Copilot-generated summaries (e.g., via API, wo read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 05, 2025 08:17
Hi @JDiazRojas1 , At the moment, no, this is not possible. HubSpot might introduce this in the future but as of now, this company summary is o...read more
Solved
evmwang on January 13, 2025
Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate read more
3 upvotes
1 Reply
Accepted solution
Top Contributor | Diamond Partner
February 27, 2025 12:42
Best ways right now are the updates inside the portal, Linkedin, and the product update slides on: https://www.hubspot.com/new We'd love to h...read more
Solved
RDesmarais on December 03, 2024
I am also curious to know if HubSpot allows us to produce a personalized certificate of completion for our customers upon the completion of a course or some other condition that we define? That is, can we produce a certificate template in HubSpo read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 03, 2024 11:27
Hi @RDesmarais , No, this is not a HubSpot feature. You would have to look into third-party tools that meet your requirements, and check if th...read more
Solved
JoeNarvadez on October 09, 2024
Hi, I just created a landing page for our webinar and I can't seem to figure out 2 things: 1.) Removing the the form border (white) 2.) Removing the green highlight background in the copyright In addition, I'm using a theme ca read more
Accepted solution
Guide | Elite Partner
October 09, 2024 23:12
Hi @JoeNarvadez , There are three potential locations the forms style/look can be edited. Since you are adding it to a page there is the t...read more
adriano-azos on July 17, 2024
Hello there, How do I configure the customer portal to connect with Firebase Auth to avoid creating a separate account system? Where do I get the URL on Firebase, auth to configure SSO with SAML or another way?
Participant
February 25, 2025 19:44
Still looking for a way to get this working
Solved
YEakman on March 25, 2024
I am wondering if there is a way to create a workflow when a note is created in a deal. I have read that creating a workflow from a snippet is not an option at this time (but I do think this would be AMAZING) so trying to figure out how I can create read more
1 upvote
6 Replies
Accepted solution
Top Contributor | Gold Partner
November 14, 2024 15:26
Good news everyone there's now a public BETA to create notes based workflows which should solve your challenge @YEakman . Here's the Knowledge Ba...read more
Solved
Adriane on February 28, 2024
In the daily service routine, it's common for previously closed tickets to be reopened due to additional customer inquiries. However, creating report data for such scenarios in HubSpot can be challenging. Besides the standard "Time to Close," read more
Accepted solution
Top Contributor | Diamond Partner
February 17, 2025 04:51
Hi there, you may create the following custom reports: "Average Time to Reopen" (line or bar chart) Calculates the average "Time to ...read more
Solved
Mariale_Padilla on February 16, 2024
Hi all, Does anyone have any clue on how to configure a WhatsApp welcome messages? We have 2 WhatsApp numbers, one for Customer Service and other for Technical Support. Each of them has a corresponding channel. We would like to configure a read more
5 upvotes
8 Replies
Accepted solution
Most Valuable Member | Diamond Partner
February 19, 2024 09:39
Hey there @Mariale_Padilla and welcome to the Community. Are the WhatsApp channels integrated into a Conversations Inbox in HubSpot? If they...read more
Solved
JLittle2 on January 29, 2024
Hi! I've been looking into using the new conditional property logic in our account. But, before going through all the trouble of setting it up, I was hoping to get some information on how reporting works with these conditional properties. Can y read more
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 29, 2024 13:53
Hi @JLittle2 , Conditional property logic is " enforced when creating records and when manually editing values on a record or an object index ...read more
Solved
egami on August 09, 2023
What I want to do I want to allow only users who have already signed in to my portal site to access knowledge base. Therefore, I need to dynamically add a contact to a contact list when signin form is submitted (because user access to each art read more
Accepted solution
Recognized Expert | Partner
August 09, 2023 15:33
Hey @egami , thanks for reaching out! This is a great question. The tricky part about this is that you need to trigger a HubSpot action from a...read more
mccormack on July 24, 2023
There have been submissions on the HubSpot Community to implement a format the names of Service Hub tickets. Here are a few: https://community.hubspot.com/t5/HubSpot-Ideas/Ticket-name-management/idi-p/311186 https://community.hubspot.com read more
6 upvotes
2 Replies
Member
August 16, 2023 01:04
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...read more
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