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egami on August 09, 2023
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
Accepted Solution
Recognized Expert
August 09, 2023 15:33
Hey @egami , thanks for reaching out! This is a great question. The tricky part about this is that you need to trigger a HubSpot action from more
Sarah_g on May 04, 2023
Hello, our team currently uses 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
1 upvote
4 Replies
Accepted Solution
Recognized Expert
May 05, 2023 09:21
Hey @Sarah_g , thanks for reaching out! And thank you for the mention, @kvlschaefer ! These are great questions! I don't know your exact more
sam_sottosanto on April 13, 2023
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
Accepted Solution
Recognized Expert
April 13, 2023 12:14
Hey @sam_sottosanto , thanks for reaching out! This is a great question. I think that it partially depends on what information you're asking more
MKainu on January 24, 2023
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
Accepted Solution
Recognized Expert
January 24, 2023 21:56
Hey @MKainu , thanks for sharing! And no need to feel overwhelmed 🙂 I definitely understand the feeling, but we're here to help give you some more
AndriC on December 09, 2022
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 09, 2022 05:32
Hi @AndriC , 'Deal Sales 2022 Proposal Sent' is a deal stage, I assume? Is your property maybe used as a required field for the 'Deal more
ChrisChiha on October 13, 2022
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
Accepted Solution
Top Contributor
October 16, 2022 07:30
Hey @Levi , Thanks! The export option worked for existing data. I created a js cusotm code for all new added stuff to have it scalable for the more
kvlschaefer on June 02, 2022
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
Community Manager
June 03, 2022 05:33
Thank you for your comment @Mike_Eastwood ! I wish you a successful and exiciting June! 🙂
kvlschaefer on May 26, 2022
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
Community Manager
June 06, 2022 10:19
That's a great example, @Mike_Eastwood ! I'm glad to hear that you'll be able to replace the PDF with the playbook 🙂 Cheers, Kristen
CGoodwinOlsen on April 25, 2022
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
Accepted Solution
Thought Leader | Diamond Partner
May 10, 2022 09:39
Hi @CGoodwinOlsen , You are correct that using marketing email based off of a list would not associate back to the ticket, nor would replies more
Zoominoff on March 21, 2022
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
0 upvote
3 Replies
March 22, 2022 10:13
Hi Romy, Thanks for your response. I should have mentioned that we did test out the Comment tool as well, which is nice- a good feature to have for more
QCox on January 13, 2022
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
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 14, 2022 00:22
Hi @QCox , Yes, this is possible, if I'm not mistaken you need Sales Hub Professional and Service Hub Professional for this. You can check by more
MDickens on January 12, 2022
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
Accepted Solution
Hall of Famer | Partner
January 12, 2022 07:21
Hi @MDickens , The first thing I'd check is your average time to close. This will give you a benchmark for how long tickets are usually open – more
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