Tips, Tricks & Best Practices

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level-ground on June 02, 2025
Hi all, I’m currently working on setting up SLAs in HubSpot and wondering if there’s a way to configure them beyond the default options: Time to First Reply, Time to Next Reply, and Time to Close. In our case, our ticket pipeline includes nearly read more
0 upvote
1 Reply
Community Manager
June 03, 2025 12:19
Hey @level-ground 👋 Thanks for your question! I think you're spot on about the current options and limitations — Set SLA goals in help desk ...read more
Solved
hubcat on June 02, 2025
Hello! I have an issue where, before the bot assigns the chat to a team member, it addresses the chatter by the first name they provided, using the First Name token. No matter what I do, there is an extra space between the First Name and the excla read more
0 upvote
4 Replies
Accepted solution
Top Contributor | Partner
June 03, 2025 07:45
Two things: there's an extra space in the template that's still there, or someone's entering in a space after their name. Can you share a link to the...read more
Solved
RHaley on May 30, 2025
So we are running into an issue where a group of people is targeting our Hubspot booking pages, and blowing up the calendars they are connected to, with meetings to fake accounts. Does anyone know if there is a way to secure the booking pages a lit read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 30, 2025 15:53
Hi @RHaley , Have you considered using a Web Application Firewall (WAF) or a service like Cloudflare? These tools sit in front of your website...read more
Solved
JLow16 on May 28, 2025
Hi! Can we bulk unfollow contacts or records to stop note logged notifications from HubSpot? Currently I'm getting irrelevant notifications as they pertain to accounts that are no longer mine. thank you!
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 30, 2025 02:14
@JLow16 this depends on your notification settings, but yes, is possible 🙂 https://knowledge.hubspot.com/user-management/how-to-set-up-user-not...read more
Solved
GPeters74 on May 22, 2025
Was trying to create a property using the "year" function so as to get the current year only output. No matter what I try it ends up putting the entire date and doesn't actually give the correct Output.
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
May 22, 2025 09:45
Hi @GPeters74 , You need to change your output type to "Number", then it should work. Best regards!
Solved
AArif1 on May 15, 2025
Hi HubSpot team, I am willing to get my blog link inserted in one of your published articles. Plz lemme know how I can get it done? Plus, do you guys accept guest posts?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 15, 2025 09:48
Hi @AArif1 , You can find information and resources about submitting a blog here: https://www.hubspot.com/customers/user-blog-guest-bloggi...read more
Solved
LC79 on May 14, 2025
Hi All I was hoping to create a simple Hypercare dashboard with all of the relevant reports on for our new clients currently in the onboarding stage, but I can't seem to design a dashboard or report that can filter by "company" or customer. read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 15, 2025 00:13
Hi @LC79 , You should be able to add dashboard filters for customer status like explained here: https://knowledge.hubspot.com/dashboards/use-...read more
ParHeed on May 14, 2025
Looking for tips, best practices, etc. when setting up a Service Hub in an international environment with customer service in multiple countries, operations and users in multiple time zones etc. What to consider? I can't find anything written so I'm read more
0 upvote
1 Reply
Community Manager
May 14, 2025 22:18
Hey, @ParHeed 👋 Thanks for your question. Sometimes, to help our community members help you, we need to break it down into smaller chunks. I h...read more
Solved
MelEnergy on May 13, 2025
I just created an agent but I want to delete it - is that possible?
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
May 13, 2025 08:36
Hi @MelEnergy , I know you can remove it from channels, which would essentially disable, but I am not aware of a way to completely delete an...read more
ISylvester on May 12, 2025
I set up my chat bot to where it's only supposed to pop up when prompted but it continually displays when it isn't supposed to. Tried reaching out to support but got an automated email back with outdated instructions on what to verify. Looking to se read more
1 upvote
3 Replies
Key Advisor | Elite Partner
May 13, 2025 09:18
Hi @ISylvester ! Other than what the others have already said, something I would look at is your browser cache and making sure you actually clear it...read more
squigglebit on May 08, 2025
I travel a lot, and where possible try to take an ipad with keyboard rather than a more cumbersome laptop. However there is no way to access HubSpot in full on a tablet, the force desktop is always overriden and you get some poor hybrid of the app read more
0 upvote
1 Reply
Community Manager
May 08, 2025 17:21
Hey, @squigglebit 👋 Great question. I don't have a magic workaround for you in this case. We'll leave this open in case any of our community m...read more
Solved
JeniferL on May 07, 2025
Is there a way to set up automation to send an email to multiple users within an account? For example, I'd like to send an email to 100 accounts, and on that email, I would like to have users with the assigned role of "Decision Maker," "Primary Con read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 07, 2025 09:56
Hi @JeniferL , No, HubSpot currently has no automated or scaling solution for that. If emails are sent as automated emails from workflows, eac...read more
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