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Solved
CMohamed3 on December 14, 2024
Adding a Chatbot Boosted Our Sales by 15% and Cut Abandoned Carts by 20%! 🤖 📈 I wanted to share something that seriously turned things around for my Ecommerce business,A few months ago, I was dealing with a ton of abandoned carts. People wo read more
1 upvote
2 Replies
Accepted solution
Member
December 14, 2024 16:41
I enjoy building chatbots in Voiceflow for user-friendliness, integration capabilities, and cross-platform deployment. ability to deploy across platf...read more
Solved
mgbribiesca on December 05, 2024
How do I mass delete repeating tasks. Everytime I delete them they simply get recreated for the next period
1 upvote
2 Replies
Accepted solution
Key Advisor | Partner
December 05, 2024 11:26
Hey @mgbribiesca Please make sure this check box remains unchecked while creating the tasks this will prevent creating tasks repetitively for...read more
Solved
RDesmarais on December 03, 2024
I am also curious to know if HubSpot allows us to produce a personalized certificate of completion for our customers upon the completion of a course or some other condition that we define? That is, can we produce a certificate template in HubSpo read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 03, 2024 11:27
Hi @RDesmarais , No, this is not a HubSpot feature. You would have to look into third-party tools that meet your requirements, and check if th...read more
Solved
KatyG1 on November 29, 2024
Hello! I'm building out a series of Slack alerts around changes in deals. I built one for when the Amount changes, but would like to include the previous Amount value. I'm thinking about how I could save this value in a "history" field OR use read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 29, 2024 11:06
Hi @KatyG1 , Here's what you could do: Create an Old amount property Create a workflow that reenrols records when Amount changes, them d...read more
MLatulippe on November 27, 2024
We want to leverage the Health Score feature in HubSpot to give our Customer Success team a quick and clear view of which accounts need attention. Currently, we use a third-party data tool to generate our health scores, which are then pushed into read more
0 upvote
2 Replies
Member
November 28, 2024 09:28
Thanks for your reply! What we liked about this new feature though was the color coding. It makes it really quick and visual to see which accounts ...read more
Solved
Sidharta on November 16, 2024
Hello, I'm trying to add an AI Chatbot as shows in this video: https://www.youtube.com/watch?v=y12uwgcXDyE However, I can't see "AI Chatbot" under the Automation menu. Is it limited to paid plans? In the video, it seems as an option for the fre read more
0 upvote
10 Replies
Accepted solution
Community Manager
November 22, 2024 10:53
Hey @Sidharta and @TomM2 , thanks for your patience as I was checking on this for you! For that, you'll need to go to " Breeze ", then " Over...read more
Solved
jskowronek on November 14, 2024
Having a difficult time finding additional information on the "Last page seen" property (hs_analytics_last_url) coming in empty in a workflow we have. We'd like to use the URL of the origin webpage with an embedded form, but this field doesn't a read more
0 upvote
5 Replies
Accepted solution
Top Contributor
November 15, 2024 04:00
Hey @jskowronek Yup, "last page seen could be tricky" but if the goal it's to track the exact page of the form submission I think we have a solutio...read more
Solved
Lulib on November 08, 2024
How do I solve this when the match needs to be on the company name only, and not using email domain? In my case, I have this unique situation where all my contacts are technically franchisees of the same corporate owner, but they must be managed read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Partner
November 11, 2024 10:01
Hi @Lulib , As @PamCotton said, you can do this using a workflow. Create a Contact based worklfow that triggers if the Company name o...read more
Solved
LCunningham1 on October 31, 2024
Hello, I am wanting to create a report that would show me the total number of companies at each stage of lifespan - i.e. a chart that has <1 year, 1 year, 2 years and so on. I have a lifespan field which is calculated by a start date field an read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 31, 2024 10:41
Hi @LCunningham1 , Yes, you will need to create a custom property that stores the amount of years. Here's what the workflow would look l...read more
Solved
MLatulippe on October 31, 2024
Hi! We're a SaaS company with a 90-day onboarding process. Currently, we can’t see which companies are in the onboarding stage in HubSpot, which affects the accuracy of our reporting. To address this, we’re considering two options: read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 31, 2024 10:46
Hi @MLatulippe , Both are perfectly valid approaches. Here are some general considerations: A property that says "Customer is in onboardin...read more
tmjoyce on October 30, 2024
In HubSpot, how do you ensure CSMs can effectively pass upgrade opportunities to Sales, and that Sales can alert CSMs about potential renewal issues or upsell opportunities? Looking for examples of workflows or processes that facilitate this communi read more
0 upvote
1 Reply
Community Manager
October 30, 2024 17:45
Hey @tmjoyce , thank you for posting in our Community! To enhance collaboration between CSMs and Sales in HubSpot regarding upgrades and ren...read more
Solved
Anonymous on October 26, 2024
Allmy information has been migrated. I need to close /delete this account, HELP!
1 upvote
2 Replies
Accepted solution
Key Advisor | Partner
October 28, 2024 02:19
Hey, Kindly check this step-by-step guide on how to delete your account: https://knowledge.hubspot.com/account/how-do-i-cancel-my-hubspot-accou...read more
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