Hi HubSpot Community, I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for different objects, including deals. I need to know if there is a way to: 1.Export these Copilot-generated summaries (e.g., via API, wo Leia mais

Hello, below I send screenshots of my workflow, it should install the owner when the city or regions match in a new contact, but from time to time there are users whose regions match those specified, but workflow does not add the owner. Help me find Leia mais

I am looking to write a workflow to notify me when a job comes into the pipeline from a certain form and then gets carried to the end of the pipeline and is invoiced. But the name and information of the deal is changed along the way. Any suggestions Leia mais

Hi All Does anyone know if it is possible to add the survey questions eg the happy/neutral and unhappy faces/Recommendation select to the main text of the email and have it submit from there? As currently the template only offers the option Leia mais

Hello, I have been trying to send some engagement emails to our customers through HubSpot. HubSpot asked me to make all these customers as marketing contacts. Is there a way to send such emails to many customers without marking them as marke Leia mais

Hi HubSpot Community, I’m facing an issue with reconnecting my domain to HubSpot, and I would greatly appreciate your help. Here’s the situation: I previously created a HubSpot account and connected my domain (goelevate.fr) to that account. Due Leia mais

Hi, We are a custom software consulting/development company. This question will help to many service/consulting companies who offer services. I am looking to get best practices that when should we create deals? What is ideal Point/time to cre Leia mais

Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate Leia mais

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 Leia mais

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?

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?

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 Leia mais