What I want to do I want to allow only users who have already signed in to my portal site to access knowledge base. Therefore, I need to dynamically add a contact to a contact list when signin form is submitted (because user access to each art read more

Hello, our team currently uses Monday.com to keep track of things like billing, shipping, installation, onboarding and design work. We would like to shift this over to HubSpot and get rid of Monday altogether (we use custom fields and based on what read more

Hi everyone, Hope you all are having a great day! Right now, our chat asks for someone's first name, last name and email address, and records that contact information within their profile. I wanted to check to see if anyone had a list of bes read more

Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more

Hi, I would like to delete this property. It is used in Deal Sales 2022 Proposal Sent. However, I don't know how to remove it from there. When I click on it it takes me to Deals Setup. Thank you. Best, Andrijana

Hello, We have a property field that contains 2 values seperated by a comma. I would like to get the value of the property field that is before the comma only. Is there a way to achieve this? For example: Property value: Spain, read more

Hey Community, Have you ever ended a phone call with a customer and tried to remember the issue they described to you? Or maybe are wondering if you could have used a better soundbite? Or perhaps you’re trying to make sense of your case not read more

Hey Community, Did you know that customer service playbooks can improve your customer experience and create a world-class team of support agents? A customer service playbook is a document used to outline best practices and g read more

We are looking for advice regarding best practice for handling tickets where the topic/issue, and therefore resolution, is common for multiple customers. Use case : an issue with out product occurs which impacts many or even all customers, so m read more

Hi, I've been testing hubspot recently. I'm primarily interested in using the Conversation (and perhaps the Ticket) tool as a means of interacting with customers, in place of regular ol' email. I'm finding one bit of behavior odd. Let's say read more

Hello! I am trying to figure out a way to auto-generate a ticket when a deal reaches a specific stage. When we have deals that moved to Closed Won, I want that to trigger a workflow that creates a support ticket (with various info fields from t read more

Hi, I was wondering if there are any standard procedures and/or template e-mails that can be used when a customer has raised an issue but has stopped responding to communication? Also when would you close these tickets? Any help / advice would be read more