Tips, Tricks & Best Practices

Native .gdoc support (or a direct Google Drive sync for knowledge vaults) would save a huge amount of time in uploading files into Vaults. Only supporting Microsoft files formats seems like an oversight that hopefuly can easily to fixed. I have h read more

Hi, HubSpot community! I want to launch the AI customer agent for multi-language chatflows (UK, France, US, global chatflows). Each chatflow is currently connected to its own dedicated inbox, and we want to keep it that way so that conversations co read more

I have encountered an issue after importing contacts and creating a radio button property: I imported contacts via CSV and had HubSpot generate a custom property “Engels?” as a radio button (keuzerondje). Over half my contacts have a value for th read more

I am on a mission to get hubspot used by our staff. The biggest complaint is that there is to much going on with the UI, to many buttons that lead to dead ends, that they don't need/use. Views and options that complicate what they are doing day to d read more

Hello! In a dashboard i would like to create an x-axis based on a property: This had various sub-items. However, I only want certain items to be shown in my bar chart, not all of them. How can I solve this? Thank you very much!

Hey HubSpot Community, The company is work for is currently working on our churn workflows. We are a SaaS company selling multiple (individually) sold products to companies that have multiple venues inside of a group . We currently have read more

We are on Service Hub Professional, and we want to set up a simple automated acknowledgement email for clients who submit our external support form. From what I can see, it is not possible to do this natively in HubSpot without upgrading to Marketin read more

Hi, just checking if anyone has found a workaround to manually complete a customer feedback survey on behalf of a customer? When customers don’t complete the survey themselves, we often follow up by phone and get a much better response rate. I’d lik read more

Hi my customer needs to ask the Company Name in Ticket Forms, but if the Company already exists, every time someone sends a new form and writes the Company Name in a different way, it changes the company record property. Is there a way to avoi read more

Hello! I'm looking for thoughts and insight on best practices with the Customer Success workspace. The main challenge I have is that my organization does not have one renewal date property. We have several products that could all have different read more

It would be super helpful if the queries and responses from the customer agent were logged somewhere so I could see them as a whole. I run monthly reports on it and have to copy and past from each conversation. Very tedious.

Hello! Just recently transferred my company's HubSpot (more specifically customer service) from Outlook. It's a very big learning lesson. I just wanted to know if there's any tips or tricks to using this to its fullest potential! As of now I have read more