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
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
nigeld27 on September 12, 2024
Hello, I'm not sure where to post this so I'm trying here... We are a consulting business which means our consulting team works on projects that have deadlines, they submit timesheets, they have project plans etc. Right now we are using A read more
0 upvote
4 Replies
Member
September 13, 2024 05:29
Hi Nigel, Scoro might be a good alternative for you: https://www.scoro.com/marketplace/hubspot-integration/ Have you considered that befor...read more
DCopertino on September 10, 2024
Hi, I am trying to make the accounting@ company email the billing contact instead of mine. I created a view only profile for the accounting team, but they said they didnt have access to the billing info. So i upgraded them to a sales / service read more
0 upvote
1 Reply
Community Manager
September 10, 2024 16:23
Hi @DCopertino ! Welcome to the Community-- happy to have you here 😊 Great question. In order for a user to access your Account & Bil...read more
pergranqvist on September 05, 2024
Hi all! TL;DR: - How to use the AI flow as out-of-hours support - How to create a support ticket if the AI can't help? I'm re-building our chatflow to utilise the AI Chatbot feature. To begin with, we'd like to use it for out-of-hours supp read more
0 upvote
1 Reply
Participant
September 05, 2024 05:39
I apparently chose Enterprise as a label rather than Chat, my bad.
Solved
saasdemolabs123 on September 04, 2024
Can anybody tell me how can i get rid of this error?
0 upvote
1 Reply
Accepted solution
Hall of Famer
September 04, 2024 20:23
Hi @saasdemolabs123 , I'm sorry for the bad news, but this isn't an error, it is a notification that there are features you won't be able to access ...read more
LBluett0 on September 02, 2024
We have a sales activity report that allows us to read and open all emails logged. We are using the BCC method for logging emails because the sales ext for Outlook was stripping attachments. When logging via bcc to multiple email accounts, these e read more
0 upvote
3 Replies
Member
September 06, 2024 04:11
This seems to be resolved now. We're now seeing the emails logged to the 'to' recipient.
LCunningham1 on August 29, 2024
Has anyone found a way to get a report to show ticket count of tickes containing a knowledge bank article (we are using Hubspot knowledge base and linking from the article function in helpdesk). Thanks!
0 upvote
1 Reply
Community Manager
August 30, 2024 03:26
Hi @LCunningham1 , I hope that you are well! Great question, thank you for asking the Community! I understand that you'd like to see how many ti...read more
Solved
mcalhoun on August 28, 2024
Is there a way (like using a query string parameter) to dynamically set the URL that the Meeting Scheduler redirects to after the meeting is booked? I know there is a way to "hard code" this through the Hubspot UI, but I'm looking for a way to do it read more
0 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
August 29, 2024 08:06
Hey @mcalhoun not at the moment no, there's no real customisations available for the meetings link, it's definitely possible in HubSpot forms as yo...read more
Solved
YPerdelwitz on August 27, 2024
Hallo zusammen, gibt es irgendwo eine Vorlage für den Datenverarbeitungsvetrag zwischen HubSpot und Usern? Leider konnte auch der Sales Rep nicht helfen. Liebe Grüße und danke vorab Yvonne.
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
August 27, 2024 09:01
Hallo @YPerdelwitz , ja, eine Vereinbarung (mit Möglichkeit eine unterzeichnete Version anzufragen) findest du hier: https://legal.hubspot.co...read more
Solved
MVerma57 on August 27, 2024
I have created a workflow for new form submissions in HubSpot, and I have set them to send the first email. After that, I categorized them into those who opened the email and those who did not. I want to know, once I have assigned the contact owner read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
August 27, 2024 00:24
Hi @MVerma57 , Just to clarify, you assign the contact to a sales person – and they're supposed to re-assign to someone else? There are ...read more
Solved
Kausal_K on August 26, 2024
Hello, My client wants to extract attachments from Files tool in HubSpot but unfortunately only Super Admins can extract them as Zip file. Is there any way, client can extract those files without reaching out Super Admins everytime or without u read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
August 26, 2024 22:42
@Kausal_K exporting files is only possible with super admin permissions currently, you might search the ideas to see if one exists that you can u...read more
Solved
MoBlack on August 26, 2024
Hi All, Does anyone have a good workflow to handle closed tickets when a client replies to an old email? Here is what I am trying to do: If a ticket is more than 7 days, the original ticket is to remain closed and a new ticket is created read more
0 upvote
3 Replies
Accepted solution
Community Manager
August 26, 2024 17:34
Hi @MoBlack ! Welcome to the Community-- happy to have you here 😊 I understand you want to create a workflow to open a new ticket for rep...read more
Solved
NiloofarK on August 21, 2024
Hi everyone 👋 Using Service Hub now. I'm wondering if it's possible to create a workflow that whenever I receive a WhatsApp message (event-based trigger), I send an automatic message with reply buttons. Depending on what button the customer cho read more
0 upvote
5 Replies
Accepted solution
Recognized Expert
August 22, 2024 10:33
Hey all! @NiloofarK Can you confirm to me if when you receive whatsapp message, it is registred as a WhatsApp activity? We can think ...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.