Tips, Tricks & Best Practices

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
  • All
  • Solved
  • No Replies Yet
AnnaPiera on September 27, 2022
Hello, I am implementing smart forms in my website and I have planned to implement also Smart CTAs and Smart pages. Do you know how these features will be influenced by the google cookieless update? It will come in 2024 (not that far) and I wo read more
0 upvote
1 Reply
HubSpot Employee
September 27, 2022 08:32
I'm pretty certain Google's change only deals with 3rd party cookies. HubSpots "smart content" shouldn't be affected. The cookies that HubSpot uses more
PTerzin on September 26, 2022
Looking for solutions for a two-way operation, and feedback/suggestions are much appreciated. On one side we have the "front end" companies that provide a certain service. "The Deal" is closed once the company signs up with us, and we become their read more
0 upvote
1 Reply
September 26, 2022 14:37
@PTerzin It sounds like this is a Master Service Provider to Consumer type relationship. Historically I have seen this achieved through more
BRosman on September 08, 2022
I'd like to create a Call date and time for a prospect and then email the prospect and let him know when his phone call can be expected. The problem is when I merge in the "Next Activity Date" into an email template, and then produce the email, read more
0 upvote
2 Replies
Accepted Solution
September 13, 2022 06:48
Hey @BRosman unfortunately from what I saw in this thread and tried to test it, I think you're not able to do that on an usual way. There more
JByrne2 on August 22, 2022
Hi, I would like to create a list to identify contacts with multiple associated support tickets. This seems to only be available for multiple associated deals. Any help or advice would be appreciated.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
August 22, 2022 03:13
Hi @JByrne2 , This is possible but it requires a Professional subscription. It can be done using a calculation property. If you haven't more
Mikey_BT on August 11, 2022
Wll, hello community, you magnificent bunch of humans...I come to you with a query. I've setup the ticketing hub through what I believe to be the best practice, with the hubspot project management team. One of the workflows created within the em read more
0 upvote
1 Reply
Community Manager
August 12, 2022 09:37
Hi @Mikey_BT , Thanks for reaching out to the Community! 🙂 I wanted to share the Workflow API endpoint that allows you to see the more
tcultech on August 02, 2022
Hello! We are currently setting up Hubspot Service Hub (Pro) for public-facing support for our members, but I, as IT Director, need a good ticketing system to manage helpdesk requests from staff for new equipment requests, troubleshooting broken read more
1 upvote
2 Replies
Accepted Solution
Key Advisor
August 03, 2022 02:00
Hey @tcultech ! Since you're on Service Pro I would recommend just setting up a second pipeline for your tickets to break out Internal vs External more
mbinmasoud on August 02, 2022
Hi all, I'm trying to create a report around the "Time to first reply" and "Time to close" SLA for one of our ticket pipelines. I'm familiar with configuring the SLA rules, but before I publish the reports, I want to confirm my understandi read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Elite Partner
August 03, 2022 08:06
Hi @mbinmasoud . Based on your descriptions and what I know of HubSpot, I would agree with your assessment and your expectation. Do you have more
alunardi on August 01, 2022
Hello, We created a report that compares the average time to resolve a ticket using the "compare by" field in custom report builder. In this case, when the value decreases it means that the indicator has improved, but in the tool the cursor read more
0 upvote
4 Replies
August 03, 2022 06:29
Thank you for the recomendation. I posted the ideia here: more
HPfeilmaier on July 11, 2022
Hi there, We are a MSP in the IT space and have been using HubSpot on a Pro subscription for the last 4 months. Our leadership team has started exploring the Totango platform, but it appears that there is some overlap with HubSpot. We are wonderin read more
0 upvote
1 Reply
Community Manager
July 12, 2022 12:25
Hi @HPfeilmaier , Thanks for reaching out! I don't have personal experience with Totango, however, taking a look through comparison more
YuliaD on July 07, 2022
Hi! I'm trying to set a workflow for counting Tickets associated to a Company. We want to set a workflow so it would create a new Customer Success Ticket for each Company that had more than 3 new Support Tickets Last 7 days. I tried to create read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 07, 2022 06:36
Hi @YuliaD , I may have a solution for you here. First, you would create a ticket checkbox field that lets us identify tickets created in more
TVento on July 05, 2022
Hi, Many of our customers use a bot to answer emails automatically. Our pipeline adjusts the ticket status when a customer answers even if it is an automated reply. There are bots that keep re-opening tickets as our pipeline sends a customer satisfa read more
0 upvote
3 Replies
HubSpot Moderator
July 07, 2022 07:52
There will not be a risk of this, so long as you mark the conversation as spam and not the sender by pressing "Block sender" 🙂
SThoomes-Wild on July 01, 2022
Hi all, We are just starting using Hubspot as CRM and we are already using Qualtrics, I would like to connect with people who have experience with using the two systems together to hear about the good features and the features that are more difficu read more
0 upvote
1 Reply
Community Manager
July 01, 2022 06:36
Hi @SThoomes-Wild , Thank you for reaching out to the Community! I wanted to tag a couple of other users and experts who might have more
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.