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TAPquestion on January 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 read more
0 upvote
0 Reply
Solved
EAnnichine on January 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?
0 upvote
2 Replies
Accepted solution
Member
January 10, 2025 09:10
@Josh Thank you so much - this is helpful to start!
Solved
Himalaya1997 on January 10, 2025
I need to give ticket to the user who has available toggle on in the inblox section. Is there any way I can it in a workflow?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 10, 2025 00:47
Hi @Himalaya1997 , No, the availability of a user can currently not be referenced in a ticket-based or conversations-based workflow. Bes...read more
cloud_ni9e on January 09, 2025
Hello HubSpot Community, I’m with a tech startup specializing in EHR/EMR solutions for healthcare, and we've been using HubSpot for about 9 months now, primarily leveraging the Help Desk for email and live chat support, which has been working wel read more
1 upvote
2 Replies
Most Valuable Member | Elite Partner
January 10, 2025 14:39
Hi @cloud_ni9e and welcome to the Community! I agree that adding texting, especially 2-way texting, would be a fantastic feature upgrade in ...read more
Solved
SDaughenbaugh on January 09, 2025
After searching the community I'm still confused... Context: I'm a new business owner and just started using the free version of Hubspot. Question: In the free version, is it possible to have an option for choosing the location (call, virtua read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
January 09, 2025 12:53
Hi @SDaughenbaugh , No, this is currently not possible but was already requested by other users: https://community.hubspot.com/t5/HubSpot-Ide...read more
TMessi on January 09, 2025
Hello everyone, We are already using Hubspot for internal ticketing purposes, and a mix of inboxes & tickets for customer touchpoints, and we are now looking to have all customer touchpoints = ticket. We have seen we could use the Help read more
0 upvote
1 Reply
Community Manager
January 09, 2025 16:09
Hey, @TMessi 👋 Thanks for your post. If you don't get a reply here, you might check out the Solutions Provider guide to see if someone there...read more
Karion on January 08, 2025
My trigger has these settings, please tell me how I can copy them to another workflow on another trigger, so as not to set everything up manually?
0 upvote
1 Reply
Hall of Famer | Partner
January 08, 2025 11:12
Hi @Karion , Triggers cannot be copied, you would have to either clone and adjust the entire workflow or spend a few minutes to type this in m...read more
JoshVe on January 08, 2025
Hey Community, I’d appreciate your guidance on best practices for managing reopened support tickets in a way that balances excellent customer experience with accurate tracking of SLA and resolution metrics. Current Workflow: Our clients can open read more
1 upvote
3 Replies
Most Valuable Member | Elite Partner
January 10, 2025 14:06
Thanks for the mention @kennedyp ! Hey there @JoshVe . In addition to what Kennedy shared, I have a few thoughts. It can definitely b...read more
Solved
Karion on December 20, 2024
I have regions in my contacts and several workflows that are triggered by contacts. When the regions match, they are supposed to add deals to the user, but for some reason, they’re not working. Could anyone help figure out the reason? Thank you in a read more
0 upvote
20 Replies
Accepted solution
Hall of Famer | Partner
December 26, 2024 10:00
@Karion it's a public holiday in a lot if countries around the world. Can you try adding a one minute delay at the beginning of the workflow?...read more
wimvdon on December 18, 2024
We were informed that one of our clients will be migrated to the new seat-based pricing structure. Generally this is at no extra cost, however seats seem to be assigned based on past usage . If a user is inactive, they might not get a core seat read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
December 18, 2024 10:02
Hi @wimvdon , HubSpot determines active vs. inactive users based on recent actions and engagement within the platform . Active users are as...read more
Solved
CMohamed3 on December 14, 2024
Adding a Chatbot Boosted Our Sales by 15% and Cut Abandoned Carts by 20%! 🤖 📈 I wanted to share something that seriously turned things around for my Ecommerce business,A few months ago, I was dealing with a ton of abandoned carts. People wo read more
1 upvote
4 Replies
Accepted solution
Member
December 14, 2024 16:41
I enjoy building chatbots in Voiceflow for user-friendliness, integration capabilities, and cross-platform deployment. ability to deploy across platf...read more
Solved
mgbribiesca on December 05, 2024
How do I mass delete repeating tasks. Everytime I delete them they simply get recreated for the next period
1 upvote
2 Replies
Accepted solution
Key Advisor | Partner
December 05, 2024 11:26
Hey @mgbribiesca Please make sure this check box remains unchecked while creating the tasks this will prevent creating tasks repetitively for...read more
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