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AllyClee on April 22, 2024
Hi all, appreciate any advice. We are new to Hubspot and looking for solutions for 2 things. a) How do we set permissions so that a 'contact owner' can see their contacts, a 'company account manager' can see all the contacts under that company inclu read more
0 upvote
1 Reply
Hall of Famer | Partner
April 22, 2024 05:08
Hi @AllyClee , To your first question, this is not as straightforward as you'd expect it to be, unfortunately. Record access permissions are more
BeckaD on April 18, 2024
I was wondering if it is possible to use the Service Hub portal to securely share documents with customers (think things like contracts and other legal documents that are unique to each customer). It seems like a portal is primarily for tickets, but read more
0 upvote
2 Replies
April 23, 2024 15:35
Just posted this as an Idea , if you want to vote on it.
SSmith94 on April 11, 2024
I have collected extensive data on 5000 websites, including their contact details, and am eager to begin email outreach. However, I am not sure of the best way to start this outreach effectively. Any advice or tips on kick-starting the outreach proc read more
0 upvote
3 Replies
April 17, 2024 01:08
First of all, I want to start with this website: . I will offer the site owner monthly off-page services, and more
JTurner84 on April 11, 2024
Hi! I set up a workflow using the "Has Completed: Call Ended" Trigger to create a new ticket when a VM is left. I was wondering if these triggers only pull from the hubspot phone system properties and does not work with Rincentral? if anyone has read more
0 upvote
3 Replies
Accepted Solution
Community Manager
April 12, 2024 07:09
Hi @JTurner84 , Thanks for reaching out to the Community! Just to confirm, are you using the integration between HubSpot and Ringcentral? more
KBrosbøl on April 08, 2024
Greetings, HubSpot Community I've been encountering issues while attempting to create a targeted list from my existing contact list. Despite searching through available filters, I can't seem to isolate the members who are specifically categorize read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
April 08, 2024 06:26
Hi @KBrosbøl , When creating a contact list, click "Add filter" in the left sidebar, then the sidebar should extend to the right and you more
Maxwell789 on April 04, 2024
hi. we are in teh B2B business and in most cases we never find out who uses our products. no contacts of anyone which we can use for marketing. sales partners buy from us and re-sell, but never tell us who bought from them. does anyone have an idea read more
0 upvote
3 Replies
Most Valuable Member | Elite Partner
April 09, 2024 08:36
Hey @Maxwell789 and welcome to the community. There's a lot you can do by customizing the HubSpot experience for sure. It sounds like you're more
PamCotton on March 29, 2024
Hello Community, Building on the momentum from our previous discussion on optimizing workflows, let's dive deeper into another powerful aspect of Service Hub—AI features. Just as we explored working smarter, not harder, with read more
2 Replies
April 12, 2024 18:40
Very nice, I like it
KFrost6 on March 27, 2024
I'm hoping to route tickets for my service organization into the appropriate teams based on the time of the day (e.g. if a ticket comes in after hours, it's routed to the late shift team). However, it appears that there's no out-of-the-box method t read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2024 07:54
@KFrost6 your initial question was so well composed, I thought you were already referring to the right feature. In the workflow settings, more
5551ok on March 26, 2024
will like to get a service level for each ticket status. for example if the "NEW" tkt was answered within service level before moving to "WAITING ON COUSTOMER"
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2024 02:30
@5551ok have you reviewed this knowledge base article I shared? This has step by more
YEakman on March 25, 2024
I am wondering if there is a way to create a workflow when a note is created in a deal. I have read that creating a workflow from a snippet is not an option at this time (but I do think this would be AMAZING) so trying to figure out how I can create read more
0 upvote
4 Replies
Accepted Solution
Top Contributor
March 25, 2024 18:14
Hi @YEakman , Thank you for providing information on what you've tried so far. Have you considered using note body is known? Here's how to set more
RJRao on March 22, 2024
Hi, I want to get users notified if they left any records blank when creating a contact or a company. How can I do that?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 22, 2024 17:37
Hi @RJRao , Thi should be achieved with a contact or company based workflow. You would enroll records when the properties you'd like to be more
BrendonTW on March 20, 2024
Hey all. I am needing help brainstorming some ways to trigger NPS surveys to go out every 90-120 days for customers. I am not really sure how to trigger this. The issue is that our customers sign up mostly in Q1, and business is quite seasonal. read more
0 upvote
3 Replies
Accepted Solution
April 22, 2024 18:36
Ok, I figured it out. I have a workflow that runs that automatically assigns a random number between 1 and 90 to each customer who meet the more
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