Recently the option to resend the registration email and/or reset password email was removed from an individual contact’s record. For example see below screenshot: Previously an orange box appeared in the top right corner of a contact’s rec read more

How do you balance automation and personal touch when using HubSpot for client communication?

Hi everyone! At our company, we manage sales tasks in HubSpot Tasks, and once a deal is closed, we move project management over to Tickets. For internal discussions, we add comments in the Ticket’s notes section. We’ve also integrated the St read more

We have the automation activated where tickets go back to in progress after there is an acitivity in the ticket. Somehow tickets keep going back after we've send an e-mail and changed the status to waiting on customer. It looks like there is some read more

Hi everyone. I’m the owner of a small but growing roofing contractor in Stafford, VA (we also handle general construction). We’ve been in business about 5 years, and I signed up for HubSpot to help us organize and grow. Right now, we’re payin read more

I talk to some IA in chat all becou my tasks and calls register dont show up all day and only triangle with ! inside anyone knows how can resolve this ?

Hey everyone, I'm currently working on a Pro subscription plan and need some strategic advice. Store all the service rates we charge customers somewhere in HubSpot. When we build quotes using these rates and a customer accepts them, those specific read more

Is there a way to assign the customer agent to only appear on a specific website page? I have a client who wants to use the Customer Agent internally and wants it to live on a landing page that only internal sales reps have access to.

Hi, I would like help understanding the limits of what view-only users can do. In particular, can such users: add emails to contact records using the appropriate outbound address in cc when emailing an existing content? add contacts via the ap read more

Was trying to create a property using the "year" function so as to get the current year only output. No matter what I try it ends up putting the entire date and doesn't actually give the correct Output.

I set up my chat bot to where it's only supposed to pop up when prompted but it continually displays when it isn't supposed to. Tried reaching out to support but got an automated email back with outdated instructions on what to verify. Looking to se read more

Hi there, We’re using HubSpot as a lead generator for our ConnectWise PSA sales team and are running into a few issues I’m hoping to sort out. 1.Do people typically leave the sync bi-directional between ConnectWise and HubSpot for lead gener read more