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
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
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
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
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
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!
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
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
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
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.
Hallo @YPerdelwitz ,
ja, eine Vereinbarung (mit Möglichkeit eine unterzeichnete Version anzufragen) findest du hier: https://legal.hubspot.co...read more
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
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
@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
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
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