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
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
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
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
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
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
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
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
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
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?
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
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
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
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
Hey there @Mariale_Padilla and welcome to the Community.
Are the WhatsApp channels integrated into a Conversations Inbox in HubSpot? If they...read more
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
Hi @JLittle2 ,
Conditional property logic is " enforced when creating records and when manually editing values on a record or an object index ...read more
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
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
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
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...read more