Tips, Tricks & Best Practices

Hi, I want to set a date to "today" everyday. This is a workaround for another airtable intergration where I can flag old contacts, that have been deleted or merged. And I also want this to trigger dayly task creation. But I dont have operationshub read more

Hey y'all, We have a new manager in our 20-person customer care center which runs our support on HubSpot/Help Desk. One of her asks as I've gotten her up to speed on HubSpot was an interesting one: Can HubSpot create a report, or somehow assist read more

I would love to connect with other Hubspot users who have their CSMs working in Hubspot - not Support, but CSMs (driving usage, value, renewals). CS seems to be a new audience for Hubspot. The CSM workspace is fairly new, and I haven't found much he read more

We are on Service Hub Professional, and we want to set up a simple automated acknowledgement email for clients who submit our external support form. From what I can see, it is not possible to do this natively in HubSpot without upgrading to Marketin read more

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.