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

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

I just created an agent but I want to delete it - is that possible?

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 Tried reaching out to support but got an automated email back with outdated instructions on what to verify.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

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

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

Hi there, Can someone help with how to best get data stored under fields in the deal object into the company object. Is there an easy way? Basically the sales team collects information during the sales process under the deal that we would like read more

I am currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issu read more

Hello, Can anyone please tell me why my site is not showing on Microsoft browsers?

Zuper has been recognized as a 2025 HubSpot Essential App, for the second year in a row! Zuper made the list for Customer Service , and we couldn’t be prouder. It validates what we, and our customers, have known for a while: when f read more

Hi everyone, I’m trying to create a dropdown field in a ticket form that only shows options based on the values currently selected (checked) in a multi-checkbox property on the contact level . Specifically: I have a custom contact pro read more

Hi there, We’re using HubSpot as a lead generator for our ConnectWise PSA sales team and are running into a few issues I’m hoping to sort out. 1.Do people typically leave the sync bi-directional between ConnectWise and HubSpot for lead gener read more