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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
kvonloesecke on June 09, 2022
Hey Community, How do you approach your customer service or customer support strategy? Do you have a single support channel or a multi-support channel? Regardless of the stage, you’re at or the size of your business, an inbound calling cha read more
Community Manager
June 10, 2022 06:17
Awesome, thank you for sharing @kvonloesecke ! 👍
Solved
RGiesen on January 25, 2022
Hi there! As the title said, Is it possible to set the Service overviews to "all pipelines" by default? Thank you
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 25, 2022 05:56
Hi @RGiesen , Got it, thanks for the added context. From the dropdown at the top, can you select "All pipelines", then pin the current v...read more
AJohnson8 on December 10, 2021
Growth Grader Groups (EMEA) RSVP Today! Growth Grader Groups are small group coaching sessions designed to help you get the most out of your HubSpot tools and find areas of opportunity to grow your business. Session read more
AJohnson8 on December 10, 2021
Growth Grader Groups (NAM) RSVP Today! Growth Grader Groups are small group coaching sessions designed to help you get the most out of your HubSpot tools and find areas of opportunity to grow your business. Sessions read more
Top Contributor | Elite Partner
August 02, 2022 04:55
+1
Solved
CTowers on August 03, 2021
Hello! Sounds a bit tricky but seems pretty simple and I can't seem to figure it out. We have a workflow where a customer can setup a meeting, we are alerted of that meeting in app and via email. What we can't figure out is how to create a me read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
August 05, 2021 21:04
Hi @CTowers , Such a functionality unfortunately does on not exist out of the box. (This would be referred to as required properties for compl...read more
Solved
JDalton1 on July 19, 2021
We recently upgraded from the free version to Hubspot Starter - Which gives us access to Service Hub- We were initially running two seperate Hubspot accounts, one for sales and related activities and one for service. At the moment, we are read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 19, 2021 04:34
Hi @JDalton1 , Customized contact record sidebars (with specific properties) are unfortunately only available in Enterprise, not in Starter: ...read more
Solved
BrianNZ on February 22, 2021
I'd be keen on any thoughts on the below worflow.... 1) we create a deal and move them through our pipe. 2) at a certain point, we send them an online application form. 3) when this is completed, it creates a ticket for our provisioning team read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 22, 2021 22:18
Hi @BrianNZ , The product team is already planning a feature for this: https://community.hubspot.com/t5/HubSpot-Ideas/Use-Deal-Properties-in-...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.