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Solved
JGray30 on February 06, 2024
At the moment we have aloyalty scheme which is very manula and labour intensive. I am looking in to whether HubSpot could be the solution We sell A widget, each widget has a unique serial number. Our aim is for them to sell the machine and pur read more
0 upvote
4 Replies
Accepted Solution
Participant
February 20, 2024 15:10
Hi @JGray30 , I am assuiming you are using somthing like deals or tickets to track these sales. Please let me know if you're using a different w...read more
Solved
NAmin3 on December 07, 2023
Hello, I've created two workflows for the same stage in my pipeline. One of them is currently linked to the stage, and the other is not. I'm considering replacing the linked workflow with the unlinked one. Any thoughts or recommendations? Thanks, read more
0 upvote
10 Replies
Accepted Solution
Hall of Famer | Partner
December 12, 2023 00:14
Hi @NAmin3 , It won't. A cloned asset isn't linked to its original and exists independently. It'll stay when you delete the original 🙂 ...read more
Solved
DKlopper on December 05, 2023
We have in-depth instructions for our CSMs to follow when onboarding a new client in Notion. Onboarding a new client usually takes a month, and throughout that time we would like to be able to automate as much as possible on Hubspot so that 1 read more
0 upvote
4 Replies
Accepted Solution
Participant
December 05, 2023 10:27
Hi @DKlopper , Considering your needs, wondering if your team can consider utilizing task queue ? When you create a task queue, HubSpot will aut...read more
SMacKenzie1 on November 28, 2023
Hi My client is asking me if she should create a customer portal for each client. I thought there was only ONE customer portal. Can you please enlighten me? thanks
0 upvote
1 Reply
Community Manager
November 28, 2023 17:09
Hello, @SMacKenzie1 thank you for posting in our Community! I want to share our knowledge base with more information about how to set up a c...read more
Solved
JFREKING on November 09, 2023
Hi! I have a sales chatbot in place, and I need to be able to assign contacts that come in thru the chatbot to two different team members based on their US state location. Additionally, if one of these two users are out, then all chats need to read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Elite Partner
November 09, 2023 13:08
Hi @JFREKING , you can use a branch (when creating a new action) in the Chatflow and filter according to the country and agent availability - depend...read more
Solved
TSabad on October 02, 2023
Is it possible to email a summary list of past tickets to external contacts at customer account? Essentially, I want to provide our customers with a summary of "this is what we worked on with you guys this month and this is how long it took us". read more
1 upvote
1 Reply
Accepted Solution
Community Manager
October 02, 2023 15:09
Hi @TSabad , That's a great question. You can create a custom report based on tickets and contacts, adding all the properties you woul...read more
Solved
HVirciglio on September 29, 2023
I am stuck - can anyone assist? I would like to create an alert to email my colleague only when the value of an existing deal changes. I have tried a few variations to the criteria in the workflow but Hubspot is sending an alert when a new deal read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
October 04, 2023 00:27
Hi @HVirciglio , To make this work, you need a number property that keeps track of how many times a deal has been enrolled in the workflow. (T...read more
Solved
DAndrione on September 21, 2023
Hello Is there's a way to clear the property that store the clicked CTA? Ive Support tickets that send mail with 2 CTA for select the severity. It works fine. The problem is that if a new ticket is open hubspot store the previous CTA answer and up read more
0 upvote
10 Replies
Accepted Solution
Hall of Famer | Partner
September 23, 2023 07:59
Hi @DAndrione , What I've drafted above would work like you described. There would be one workflow for the SEV1 CTA click, another for the SEV...read more
Solved
Parvind on September 20, 2023
Hi everyone, I'm having some issues with my HubSpot emails, particularly with LinkedIn Job Listings. Despite receiving responses in my Mac mail and Outlook, I am not seeing these emails in my HubSpot Inbox. It's frustrating, especially when you' read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 21, 2023 00:20
Hi @Parvind , It sounds like the emails may land in the spam folder. HubSpot marks some emails as spam by default: I'd assume ...read more
Solved
LCunningham1 on September 13, 2023
We're into the 2nd month of using Hubspot service and the inbox for managing support. It's going ok, but one of the challenges seems to be managing the volume of responses alongside new queries and when to chase things up (we're managing the ticket read more
0 upvote
6 Replies
Accepted Solution
Top Contributor | Elite Partner
September 14, 2023 05:41
@LCunningham1 - OK, what about if you layer the 'Last message received' filter to include 'Last message from visitor' is equal to 'True'..?! Faili...read more
SSayed on September 08, 2023
Hi all! I had a couple of questions (2) regarding the available functionality of HubSpot, namely regarding automated emails and business hours. 1. Is it possible to set some sort of a 'schedule' for automated email responses? For examp read more
Community Manager
September 11, 2023 06:34
Hi @SSayed , Thank you for reaching out to the Community! Are you using the HubSpot Conversations inbox to manage your customer communicat...read more
magnusolo on September 07, 2023
When our service team creates an issue in Jira I want to automatically create a ticket in HS associated with that specific company. The objective is to let the sales team who work only in HS, not in Jira, see any ongoing issues with their customer s read more
1 upvote
4 Replies
Participant
September 08, 2023 12:50
@magnusolo here's a step by step guide on how you can set it up: https://www.relay.app/how-to/create-a-ticket-in-hubspot-from-a-jira-issue lmk if...read more
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