Tips, Tricks & Best Practices

Hi! I'm looking for advice on a tricky Service Hub configuration challenge and wanted to see if anyone has solved something similar. Our client uses HubSpot at a pretty large scale (woohoo!) it holds contact records for both their full membershi read more

Hello, We have been using Hubspot to manage our customer service tickets for year. We have Services Pro but I didn't really configure it so it's a bit messy. I need to analysis our ticket data to answer questions like: 1. What types of t read more

Hi, I want to set a date to "today" everyday. This is a workaround for another airtable intergration where I can flag old contacts, that have been deleted or merged. And I also want this to trigger dayly task creation. But I dont have operationshub read more

Hi Community, I've joined to the beta version of the new HubSpot customer agent tool. I'm trying to cofigure 'Qualification criteria' but when I try to pick from a CRM property I get empty drop down menu. Although I configured some properties in read more

Hey y'all, We have a new manager in our 20-person customer care center which runs our support on HubSpot/Help Desk. One of her asks as I've gotten her up to speed on HubSpot was an interesting one: Can HubSpot create a report, or somehow assist read more

Hi Community, If a Facebook Messenger chatflow has been created for one connected Facebook Page in HubSpot, is it possible to clone or duplicate that chatflow for use with another Facebook Messenger account (Page)? If not, are there any re read more

We need to verify our customers data every 6 months and have them re-register with us. How do i automate this process so that customers recieve 6 monthly emails with a button to confirm their details and then acknowledge that they would like to re-r read more

I have configured the customer agent to not be visible on certain pages, but it still appears at first. Only after refreshing the page does it disappear. This happens because our customers first go to the homepage (where the chatbot is allowe read more

So as i am new in this field even i don't know from where to start only thing i know is to express your idea because its very important content should be reliastic with which your audience should connect understand and also apply in their life its read more

I would love to connect with other Hubspot users who have their CSMs working in Hubspot - not Support, but CSMs (driving usage, value, renewals). CS seems to be a new audience for Hubspot. The CSM workspace is fairly new, and I haven't found much he read more

I have a team that works out of a connected outlook inbox to onboard new customers. They onboard companies as a group, no single person owns any individual onboardings and they work exclusively out of the shared inbox, not their individual email read more

Hi everyone, We are using the meeting scheduler so that our customers can book calls with their Account Manager. We use one meeting link for multiple campaigns. The problem we currently have is that our Account Managers are getting booked and read more