Hi, we are currently conducting a review of our existing snippets and templates. Is it possible to download these into a work document to review, rather than go through each folder and snippet or template?

Hi all, Any tips on how to prioritise incoming mails in the conversations window? assign higher priority to premium clients? Automic assign a user to a certain mail from a client? assign a task if conversation is open for more then 2 days? read more

Hi Community, I am trying to add a property with unique values to the Tickets entity, so that I can later use this as a property query field with the API. I have Super Admin privileges and am able to create other kinds of properties, but as soon as read more

FinTech seeking customer portal that allows clients to log-in and authenticate, fill out a loan application and other docs, upload various documents and (preferably), execute / sign loan docs. Internal / external notifications would be a nice-to-hav read more

We've just finished deploying the HubSpot Live Chat app to our own website. We noticed that upon oppening of a new Live Chat session, the "Chatting From:" attribute of the Live Chat conversation is set to the page url when the Live Chat app loads. read more

Good Morning all! I am attempting to create a report that shows the total dollar amount of all deals that are currently in pipe that have a ticket associated with them. Does anyone know how I would configure this report? Thanks in advance!

Hey, Right now our customer support email is not set up with Hubspot, however, we want to forward all emails we get into Hubspot so that the contact is updated with a record of all communications. How would I go about doing that?

Our team often requests information from customers and expects to receive it by a certain date. In the world of gmail, they would "snooze" the email so that it would pop back into their inbox on that certain date. If they had not received a reply, t read more

We funnel all of our tickets into an "unassigned" status in service hub. Think of it like a shared inbox in Google / Outlook. When using the conversations inbox in Hubspot, whoevere replies to the conversation first gets automatically assigned read more

Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more

Good morning guys I'm struggling with a really simple automation but I feel I need to better understanding of how Association label works. Let me clarify. I want to create a ticket with a company name, ticket description, and some other propertie read more

We'd like to offer customers the ability to text message us for routine customer service, but want this pulled into service tickets just as an email inquiry. In addition, we'd love to incorporate some functionality into our VOIP / Phone service read more