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stepanhorky en Febrero 13, 2025
Hi all! I'd like to create Customer Agent (AI chat) that won't be assigned to any live agent in case the AI doesn't know the answer. The conversation should end with a message advising the customer to contact us at given email address. I know that Leer más
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1 Respuestas
Administrador de la comunidad
Febrero 13, 2025 18:11
Hey @stepanhorky , thank you for posting in our Community! Currently, HubSpot doesn’t have a built-in way to close chats when no live agent ...Leer más
Maddin en Febrero 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 😁
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2 Respuestas
Participante
Febrero 12, 2025 09:41
I was hoping for a consolidated report but this does the trick somehow. Thank you, Karsten!
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JDiazRojas1 en Febrero 05, 2025
Hi HubSpot Community, I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for different objects, including deals. I need to know if there is a way to: 1.Export these Copilot-generated summaries (e.g., via API, wo Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 05, 2025 08:17
Hi @JDiazRojas1 , At the moment, no, this is not possible. HubSpot might introduce this in the future but as of now, this company summary is o...Leer más
Karion en Febrero 05, 2025
Hello, below I send screenshots of my workflow, it should install the owner when the city or regions match in a new contact, but from time to time there are users whose regions match those specified, but workflow does not add the owner. Help me find Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Febrero 05, 2025 07:48
Hi @Karion , It looks like your test contact simply doesn't meet the enrollment criteria – specifically, that they do not have one of the spec...Leer más
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Krislyn en Enero 17, 2025
I am looking to write a workflow to notify me when a job comes into the pipeline from a certain form and then gets carried to the end of the pipeline and is invoiced. But the name and information of the deal is changed along the way. Any suggestions Leer más
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7 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 20, 2025 12:48
@Krislyn deals can't be created directly from form submissions - is this through a workflow then? It's the only thing that would make sense curren...Leer más
MPalmer6 en Enero 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 Leer más
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2 Respuestas
Colaborador
Enero 20, 2025 05:41
Hi Kennedy Thank you for your reply, I will take a look at these 🙂 Thanks again Matt
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Bayanitani89 en Enero 15, 2025
Hello, I have been trying to send some engagement emails to our customers through HubSpot. HubSpot asked me to make all these customers as marketing contacts. Is there a way to send such emails to many customers without marking them as marke Leer más
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 15, 2025 02:04
Hi @Bayanitani89 , Bulk emails require marketing contact status. It's best to think of marketing contact status as a billable status in this r...Leer más
Louco en Enero 13, 2025
Hi HubSpot Community, I’m facing an issue with reconnecting my domain to HubSpot, and I would greatly appreciate your help. Here’s the situation: I previously created a HubSpot account and connected my domain (goelevate.fr) to that account. Due Leer más
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2 Respuestas
Miembro
Enero 14, 2025 14:47
Hi Kennedy, Thank you so much for your kind response and for taking the time to assist me with my issue. I really appreciate your help—every bit of ...Leer más
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keshukeshvala en Enero 13, 2025
Hi, We are a custom software consulting/development company. This question will help to many service/consulting companies who offer services. I am looking to get best practices that when should we create deals? What is ideal Point/time to cre Leer más
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 14, 2025 02:16
Hi @keshukeshvala , The fact that you're losing many deals for certain reasons doesn't necessarily mean that deals shouldn't exist for those s...Leer más
evmwang en Enero 13, 2025
Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate Leer más
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0 Respuestas
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TAPquestion en Enero 12, 2025
Hi All, Was wondering if there is a way to create a template that has "Blank spots" that you can easily tab through to quickly fill. For example I want a template that is: Hi I am writing to you about [whatever issue it is], can you ple Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 13, 2025 00:04
Hi @TAPquestion , You can create placeholders as shown below. https://knowledge.hubspot.com/conversations...Leer más
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EAnnichine en Enero 10, 2025
I am struggling to figure out how to create a report that shows the following: - Last Activity Date Per Company - I would like this in a report to add to a Customer Engagement KPI Dashboard. Any recommendations or directions?
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2 Respuestas
Solución Aceptada
Miembro
Enero 10, 2025 09:10
@Josh Thank you so much - this is helpful to start!
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