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MelEnergy on May 13, 2025
I just created an agent but I want to delete it - is that possible?
0 upvote
1 Reply
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 Tried reaching out to support but got an automated email back with outdated instructions on what to verify.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
Solved
LKelman on May 07, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 07, 2025 09:43
Hi @LKelman , One way to do this would be using a sync property: https://knowledge.hubspot.com/properties/create-sync-properties This ...read more
Solved
Rochelleann on May 05, 2025
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
Accepted solution
Hall of Famer | Partner
May 05, 2025 23:59
Hi @Rochelleann , This sounds like a matter of narrowing down your enrollment criteria of your workflow. To only enroll deals that not new...read more
Shahmeer on May 01, 2025
Hello, Can anyone please tell me why my site is not showing on Microsoft browsers?
0 upvote
1 Reply
Member | Gold Partner
May 01, 2025 04:38
*Note from the moderator: This content appears to be created with the help of AI tools and might be of low relevance or could contain incorrect ...read more
PBadhwar on April 22, 2025
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
1 upvote
2 Replies
Participant
May 01, 2025 10:01
Life's great pairings... Peanut Butter + Jelly Wine + Cheese HubSpot + Zuper!
Solved
LBrodersen on April 22, 2025
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
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
April 22, 2025 10:40
Hey @LBrodersen when you say the options are currently selected for that contact, do you mean already selected on the contact associated in the CRM...read more
Solved
ZVeach on April 14, 2025
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
0 upvote
2 Replies
Accepted solution
Member
April 14, 2025 16:15
Hi there, if HubSpot is the origin of your leads - I would recommend making the sync run from Hubspot ---> Connectwise. For #2: If your forms ...read more
Solved
joshkimber on April 09, 2025
I wanted to see if anyone has come across any best practices for using the new Course and Appointment objects in HubSpot. While HubSpot has released the standard documentation, I haven’t seen much around real-world examples or how others are put read more
1 upvote
5 Replies
Accepted solution
Participant
April 10, 2025 08:38
Hi Josh, We are using the Appointments tool to build reports for our salespeople's weekly activities. They set appointments for account visits th...read more
Solved
Adam_W on April 02, 2025
TL;DR: Should we stop using the Service object and switch to Tickets for project management? We're currently using monday.com for project management; frankly, it's not great. We almost exclusively communicate with customers via HubSpot as we m read more
Accepted solution
Top Contributor | Diamond Partner
April 03, 2025 04:22
Hi @Adam_W , Of course you're absolutely right with regards to the changes - there's no magic happening in the background that does it all for...read more
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