Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
MelEnergy on May 13, 2025
I just created an agent but I want to delete it - is that possible?
0 upvote
1 Reply
Recognized Expert | Diamond Partner
May 13, 2025 08:36
Hi @MelEnergy , I know you can remove it from channels, which would essentially disable, but I am not aware of a way to completely delete an...read more
Solved
Rochelleann on May 05, 2025
I am currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issu read more
Accepted solution
Hall of Famer | Partner
May 05, 2025 23:59
Hi @Rochelleann , This sounds like a matter of narrowing down your enrollment criteria of your workflow. To only enroll deals that not new...read more
Solved
LBrodersen on April 22, 2025
Hi everyone, I’m trying to create a dropdown field in a ticket form that only shows options based on the values currently selected (checked) in a multi-checkbox property on the contact level . Specifically: I have a custom contact pro read more
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
April 22, 2025 10:40
Hey @LBrodersen when you say the options are currently selected for that contact, do you mean already selected on the contact associated in the CRM...read more
Solved
Adam_W on April 02, 2025
TL;DR: Should we stop using the Service object and switch to Tickets for project management? We're currently using monday.com for project management; frankly, it's not great. We almost exclusively communicate with customers via HubSpot as we m read more
Accepted solution
Top Contributor | Diamond Partner
April 03, 2025 04:22
Hi @Adam_W , Of course you're absolutely right with regards to the changes - there's no magic happening in the background that does it all for...read more
Solved
ACreti on March 12, 2025
Hi, When I create a form, I can only use the Ticket properties if the type of form I’m building is "Legacy Form Editor." Am I missing something, or is it not possible to use properties other than those for Contacts and Companies in the For read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Platinum Partner
April 14, 2025 10:26
Hey @ACreti ! This is now possible!!! In the new form editor, select Settings > Submission Settings > toggle on Automatic Ticket Cr...read more
Solved
TMessi on February 27, 2025
Hello I am currently reviewing the service feature, and i have a bit of a hard time to understand the value it is providing. I have a potential use case, that we are currently handling with tickets in Hubspot, and I wonder if moving this proce read more
1 upvote
8 Replies
Accepted solution
Contributor
April 28, 2025 06:16
If your CAD file process is fairly quick (submit request → deliver file → close case), tickets are the simplest tool and probably still the right one...read more
Solved
Rui_Martins on February 18, 2025
Hey! I have an idea and would love to validate it! A customer of ours needs to build a customer portal. The main needs are: - Ticketing - Invoices - Documents - Media We are planning on using HubSpot Service Pro + Dynamic Pages built with C read more
2 upvotes
3 Replies
Accepted solution
Hall of Famer
February 25, 2025 09:44
Thanks for the tag @PamCotton , not much to add to what @danmoyle suggests, there are a lot of great insights there! I think using dynamic p...read more
Solved
Maddin on February 12, 2025
I try to create a report where I get the number of tickets created in the past 7 days as well as the number of tickets closed in the same range of days. Help would be highly appreciated 😁
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 12, 2025 09:10
Hi @Maddin , This would have to be two separate reports that you place side-by-side on a dashboard. https://knowledge.hubspot.com/dashb...read more
Solved
MPalmer6 on January 16, 2025
Hi All Does anyone know if it is possible to add the survey questions eg the happy/neutral and unhappy faces/Recommendation select to the main text of the email and have it submit from there? As currently the template only offers the option read more
1 upvote
2 Replies
Accepted solution
Community Manager
January 16, 2025 17:00
Hey @MPalmer6 ! This would be a great feature. A one-click response would likely increase the amount of responses you get overall. @Phil_...read more
Solved
TMessi on January 09, 2025
Hello everyone, We are already using Hubspot for internal ticketing purposes, and a mix of inboxes & tickets for customer touchpoints, and we are now looking to have all customer touchpoints = ticket. We have seen we could use the Help read more
0 upvote
2 Replies
Accepted solution
Top Contributor
January 14, 2025 06:10
Hi, You could create a centralized conversations inbox for managing customer queries from various channels. Once you connect the relevant channels,...read more
Solved
jldupont on October 23, 2024
Hi all, I have a use-case whereby I need to create an email, in draft, through the API and associate it with a ticket. An operator needs to be able to edit said email and send it once ready. Is this possible ? Thanks!
0 upvote
3 Replies
Accepted solution
Community Manager
October 24, 2024 15:37
Hi, @jldupont 👋 You are not missing anything here. There isn't a 1-1 email endpoint, and the Marketing Email endpoints are for creating 1-...read more
Solved
LCunningham1 on October 10, 2024
Has anyone managed to successfully build customer Health Scores using the new beta feature yet? I have just enabled our after a lot of back and forth on the best way to configure as it's really not intuitive at all, had a session with one of the read more
4 upvotes
5 Replies
Accepted solution
HubSpot Product Team
March 31, 2025 18:32
Hi all, I know this post was from last Fall, but I wanted to add an update here for any future visitors. We heard this feedback here and through othe...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.