We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
KMcParland on January 28, 2023
First Contact Resolution
What is the best way to calculate reopen tickets? So basic parameters are ticket# is constant, ticket status closed to ticket status changed to open, new email, or support response needed.
Reply Reports
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 29, 2023 21:41
Hi @KMcParland , Could you specify what exactly you'd like to calculate? In general, I'd approach this as shown below, with a ticket-based wor...read more
drafeedie on January 24, 2023
Assign new tickets to first agent to reply
We funnel all of our tickets into an "unassigned" status in service hub. Think of it like a shared inbox in Google / Outlook. When using the conversations inbox in Hubspot, whoevere replies to the conversation first gets automatically assigned read more
Reply Professional Service Tickets
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
January 25, 2023 03:57
Hi @drafeedie , My apologies, I had misread that part in your original post. As far as I know, unfortunately, that's not possible out of the b...read more
Solved
MKainu on January 24, 2023
Creating a Workflow for Non-Disclosure Agreements
Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more
Reply best practices Professional Workflows
1 upvote
1 Reply
Accepted Solution
jolle
Key Advisor | Platinum Partner
January 24, 2023 18:56
Hey @MKainu , thanks for sharing! And no need to feel overwhelmed 🙂 I definitely understand the feeling, but we're here to help give you some tho...read more
ShawnLSelf on January 24, 2023
Longitudinal CSAT data collection
Id like to create a way for everyone to log CSAT with every activity update. We like the Happy, Neutral, Sad face measure. Ideally it would be here: CSAT in red rectangle possible? I am open to other ways to collect this data but need it t read more
Reply
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
January 25, 2023 03:05
Hi @ShawnLSelf , Thank you for reaching out to the Community! It's currently not possible to customize the activity input card. I, however,...read more
Solved
DAndrione on January 19, 2023
Automate tickets to send a mail to specific contacts
Good morning guys I'm struggling with a really simple automation but I feel I need to better understanding of how Association label works. Let me clarify. I want to create a ticket with a company name, ticket description, and some other propertie read more
Reply Professional
0 upvote
1 Reply
Accepted Solution
chrisworqflow
Key Advisor | Diamond Partner
January 19, 2023 09:52
@DAndrione This functionality is dependent upon if you have the correct HubSpot package, and object-based workflow setup. you would need to c...read more
Solved
drafeedie on January 19, 2023
Servicing customers via text messages
We'd like to offer customers the ability to text message us for routine customer service, but want this pulled into service tickets just as an email inquiry. In addition, we'd love to incorporate some functionality into our VOIP / Phone service read more
Reply Calling Integrations Professional Service
0 upvote
1 Reply
Accepted Solution
chrisworqflow
Key Advisor | Diamond Partner
January 19, 2023 09:44
@drafeedie I am a big fan of Kixie personally, it's a great all in one provider for both calling and texting and has the functionality mentioned a...read more
Solved
MPalmer6 on January 17, 2023
Dashboard help - monitoring progress
Hi Hopefully this will make sense, but we have created a company product dashboard to monitor their customer health range (3 sections). As per the snapshot below. But is there a way to have this data update each month and then a read more
Reply Professional
1 upvote
9 Replies
Accepted Solution
jolle
Key Advisor | Platinum Partner
January 17, 2023 14:45
Hey @MPalmer6 , thanks for reaching out! This is a really good question. Like you're finding, HubSpot reports will show you the current state ...read more
Solved
drafeedie on January 06, 2023
Searching the inbox for specific phrases
In most email tools and the internet in general, you can use quotations or other tricks to narrow down search results. Hubspot's search function within inboxes seems virtually unable relative to something like gmail when you're trying to find an read more
Reply Conversations Tickets
0 upvote
1 Reply
Accepted Solution
Jnix284
Thought Leader | Partner
January 08, 2023 14:02
Hi @drafeedie I have also found the inbox search to be somewhat frustrating because it can show very broad results. One thing I recommend is ...read more
LINCScott on December 29, 2022
Custom Thank You Page or Connect Two Surveys?
I use the Feedback Survey tool to collect attendee feedback following a webinar. At that time, we also ask them if they need an attendance certificate to allow them to get credit for professional development time. Those needing a certificate n read more
Reply Professional
0 upvote
2 Replies
lkhan6
Member
January 19, 2023 02:38
A custom thank you page is a webpage that is displayed to a user after they have completed a survey. It can be used to thank the user for their parti...read more
Solved
TCastillo1 on December 22, 2022
Exclude Pipeline Name from Tickets Status Report
We only have 1 ticket pipeline which is 'Investor Relations' and would like to exclude 'Investor Relations' from each label. Is that possible?
Reply Dashboards Reports
1 upvote
4 Replies
Accepted Solution
Chriso-mwx
Guide | Platinum Partner
December 23, 2022 02:06
Hey @TCastillo1 , You might have some luck with the Custom Report Builder instead of the Single Object Builder. Of course, you don't need, i...read more
Solved
VG13 on December 20, 2022
Can you create an offline bot to accept messages when all agents are away?
I am currently using the Hubspot free plan, and was wondering if it's possible to set up an offline bot that can accept a message when all team members are away?
Reply
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
December 20, 2022 21:22
Hi @VG13 , Yes, under Settings > Inbox > Inboxes you should see your chat. By hovering your mouse over it, an Edit button should...read more
Solved
MPalmer6 on December 20, 2022
Who can see the comments in a meeting?
I like to put my notes in after a meeting but just want to confirm that no one can see these from outside our organisation? I dont put anything offensive in but if wanted to link in sales, would not want them to see it. Thank you in advan read more
Reply
0 upvote
6 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
December 20, 2022 21:34
Hi @MPalmer6 , Great question – this used to be a bit ambiguous and a fair amount of people thought they were logging something internally whi...read more
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
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.

Featured Content

Creating a Workflow for Non-Disclosure Agreements
Dashboard help - monitoring progress
How to send an email update to many tickets