Tips, Tricks & Best Practices

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TVento on July 05, 2022

Is there a way to avoid a ticket opening when a bot answers?

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

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0 upvote

0 Reply

MattDean on July 05, 2022

Deal Close Date problems

Hi, I have set up a workflow that enables us to have a 'Close Quarter' instead of just a 'Close Date' based on what days deals close. 95% of the time this works great, however, there are issues when a sales rep changes the close date twice in 1 read more

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0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

July 05, 2022 00:57

Hi @MattDean , Could you share your workflow? Generally, this sounds like a question of re-enrollment. For example, your deal workflow e...read more

SThoomes-Wild on July 01, 2022

Qualtrics connection experience

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

MiaSrebrnjak

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 experie...read more

PGladney on June 24, 2022

Scheduling a live chat and a chatbot

Can you schedule when you want Live Chat vs Chat Bot to appear? Simply put, my client wants to engage in Live Chat during business hours, and have the Chat bot working off-business hours. Can't seem to find any kind of scheduling.

0 upvote

1 Reply

kvonloesecke

Community Manager

June 27, 2022 05:43

Hi @PGladney , Thanks for reaching out! I wanted to share this resource with you on building chatbots . For this type of chat fl...read more

JMSIMS on June 21, 2022

E-mail Notifications not working

I have a collegue that his email notifications for Service hub worked and they stopped working out of the blue. Myself and another collegue are still getting them. We had him toggle off and on notifications as well as uncheck and check notificat read more

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0 upvote

5 Replies

SNigam

Contributor

June 22, 2022 10:49

In this case i would suggest to consult with your email hosting provided to check allowed email list you can refer this doc - https://knowledge.hubs...read more

BQuarrell on June 14, 2022

Best ways to onboard users as a SaaS company

Hi, We are a just laucnhed a B2B SaaS company and are in the process of onboarding the HubSpot Professional suite. we are looking at best ways to track all the information we would like from an onboarding and customer success perspective - we a read more

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1 upvote

2 Replies

BQuarrell

Member

June 15, 2022 01:14

Thanks! This looks really interesting and I will look in more detail, but it doesn't quite answer the question around how people are using HubSpot to ...read more

Solved

LFiedler on June 09, 2022

Ability to add surveys to workflows

It would be nice to have the ability to send a survey within a workflow. For example, create an if/then branch on if a contact attended a webinar. If yes, then it sends a survey asking for feedback, if not, then no survey is sent. Surveys should hav read more

Reply Feedback Surveys Service

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

June 09, 2022 22:01

Hi @LFiedler , This is currently not possible but has been requested by other users already: Trigger Custom Survey through workflow I...read more

kvonloesecke on June 09, 2022

Inbound Calling for Customer Support and Customer Service Teams ‌🖥‌‌🎧‌

Hey Community, How do you approach your customer service or customer support strategy? Do you have a single support channel or a multi-support channel? Regardless of the stage, you’re at or the size of your business, an inbound calling cha read more

Reply Calling Enterprise Professional Starter

7 upvotes

1 Reply

MiaSrebrnjak

Community Manager

June 10, 2022 06:17

Awesome, thank you for sharing @kvonloesecke ! 👍

kvonloesecke on June 02, 2022

Getting Started with Call Transcription & Coaching - Service Hub 📞

Hey Community, Have you ever ended a phone call with a customer and tried to remember the issue they described to you? Or maybe are wondering if you could have used a better soundbite? Or perhaps you’re trying to make sense of your case not read more

Reply best practices Calling Enterprise Getting Started Professional

3 upvotes

3 Replies

MiaSrebrnjak

Community Manager

June 03, 2022 02:33

Thank you for your comment @Mike_Eastwood ! I wish you a successful and exiciting June! 🙂

Solved

moniqueg on May 29, 2022

Non-Hubspot Form Notifications

Hi, I currently have our non-hubspot form notifications set up to go to 2 email addresses however only 1 email address is receiving the notifications. I have deleted and readded the email address, turned on and off the form capture and added the read more

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0 upvote

9 Replies

Accepted Solution

Mike_Eastwood

Key Advisor | Gold Partner

May 30, 2022 21:36

Hmm... that implies there's an email deliverability issue. I'd have a rummage in your spam folder looking for emails from "HubSpot Forms < n...read more

Solved

Honorable on May 29, 2022

Using tasks to follow tasks

Hello: not necessarily a Service Hub question, but that is what I want to use this for... looking for some community wisdom :). I want to create "checklists" off of steps in ticket stages. Ideally, I want you to (either) complete Task A, THEN read more

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

May 29, 2022 21:41

Hi @Honorable , You can use the "Delay until event happens" > "Output from earlier action in this workflow" option for this: ...read more

kvonloesecke on May 26, 2022

Getting Started with Playbooks - Service Hub ‌📚‌

Hey Community, Did you know that customer service playbooks can improve your customer experience and create a world-class team of support agents? A customer service playbook is a document used to outline best practices and g read more

Reply best practices Enterprise Getting Started Playbooks Professional Service

4 upvotes

3 Replies

kvonloesecke

Community Manager

June 06, 2022 07:19

That's a great example, @Mike_Eastwood ! I'm glad to hear that you'll be able to replace the PDF with the playbook 🙂 Cheers, Kristen