hi. we are in teh B2B business and in most cases we never find out who uses our products. no contacts of anyone which we can use for marketing. sales partners buy from us and re-sell, but never tell us who bought from them. does anyone have an idea Beitrag ansehen

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," Beitrag ansehen

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 Beitrag ansehen

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, Beitrag ansehen

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 Beitrag ansehen

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

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 Beitrag ansehen

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". Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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' Beitrag ansehen

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 Beitrag ansehen