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Tips, Tricks & Best Practices

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ssadasivan on February 08, 2023
How is hubspot tracking the website traffic
Hi! Can anybody let me know how hubspot is tracking the website traffic? Is it enough if we provide the URL of the webite or should we add any code for the hubspot to track it?
Reply
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
February 08, 2023 23:06
Hi @ssadasivan , HubSpot's tracking is based on the tracking code: https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code ...read more
Solved
MPalmer6 on February 02, 2023
Live Chat - not showing on company activities list
Hi All We have recently connected Hubspot Live chat feature to our ticketing system which works well. However I noticed that it only lists the live chat details and shows a live chat has happen on the contact page of that user. Yet when read more
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0 upvote
5 Replies
Accepted Solution
Syeda_Fatima
Contributor | Diamond Partner
February 02, 2023 19:46
Hey @MPalmer6 , You are not being able to see live chats on the activity page because Hubspot Live Chat doesn't appear in the activity list for t...read more
FiredUpSpace on February 01, 2023
Integrating Whatsapp with an AirCall Number
Hi everyone, for teh last couple of days I tried to connect my Whatsapp Business (with an AirCall number) with Hubspot. I am not able to receive the code that Facebook sends me when connecting the number with hubspot. Is there a work read more
Reply
0 upvote
1 Reply
kvonloesecke
Community Manager
February 02, 2023 10:51
Hi @FiredUpSpace , Thank you for reaching out to the Community! It sounds like this issue is occurring when it comes to the Facebook/Wh...read more
Solved
mjunca on January 30, 2023
Good education practices
Hello, someone from education who wants to share their best practices.
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0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
January 30, 2023 22:25
Hi @mjunca , Are you looking very broadly for best practices in education in general? If so, I'd recommend this resource: https://www.oswego....read more
KMcParland on January 28, 2023
First Contact Resolution
What is the best way to calculate reopen tickets? So basic parameters are ticket# is constant, ticket status closed to ticket status changed to open, new email, or support response needed.
Reply Reports
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
January 29, 2023 21:41
Hi @KMcParland , Could you specify what exactly you'd like to calculate? In general, I'd approach this as shown below, with a ticket-based wor...read more
drafeedie on January 24, 2023
Assign new tickets to first agent to reply
We funnel all of our tickets into an "unassigned" status in service hub. Think of it like a shared inbox in Google / Outlook. When using the conversations inbox in Hubspot, whoevere replies to the conversation first gets automatically assigned read more
Reply Professional Service Tickets
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
January 25, 2023 03:57
Hi @drafeedie , My apologies, I had misread that part in your original post. As far as I know, unfortunately, that's not possible out of the b...read more
Solved
MKainu on January 24, 2023
Creating a Workflow for Non-Disclosure Agreements
Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more
Reply best practices Professional Workflows
1 upvote
2 Replies
Accepted Solution
jolle
Key Advisor | Platinum Partner
January 24, 2023 18:56
Hey @MKainu , thanks for sharing! And no need to feel overwhelmed 🙂 I definitely understand the feeling, but we're here to help give you some tho...read more
ShawnLSelf on January 24, 2023
Longitudinal CSAT data collection
Id like to create a way for everyone to log CSAT with every activity update. We like the Happy, Neutral, Sad face measure. Ideally it would be here: CSAT in red rectangle possible? I am open to other ways to collect this data but need it t read more
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0 upvote
1 Reply
MiaSrebrnjak
Community Manager
January 25, 2023 03:05
Hi @ShawnLSelf , Thank you for reaching out to the Community! It's currently not possible to customize the activity input card. I, however,...read more
Solved
DAndrione on January 19, 2023
Automate tickets to send a mail to specific contacts
Good morning guys I'm struggling with a really simple automation but I feel I need to better understanding of how Association label works. Let me clarify. I want to create a ticket with a company name, ticket description, and some other propertie read more
Reply Professional
0 upvote
1 Reply
Accepted Solution
chrisworqflow
Key Advisor | Diamond Partner
January 19, 2023 09:52
@DAndrione This functionality is dependent upon if you have the correct HubSpot package, and object-based workflow setup. you would need to c...read more
Solved
drafeedie on January 19, 2023
Servicing customers via text messages
We'd like to offer customers the ability to text message us for routine customer service, but want this pulled into service tickets just as an email inquiry. In addition, we'd love to incorporate some functionality into our VOIP / Phone service read more
Reply Calling Integrations Professional Service
0 upvote
1 Reply
Accepted Solution
chrisworqflow
Key Advisor | Diamond Partner
January 19, 2023 09:44
@drafeedie I am a big fan of Kixie personally, it's a great all in one provider for both calling and texting and has the functionality mentioned a...read more
Solved
MPalmer6 on January 17, 2023
Dashboard help - monitoring progress
Hi Hopefully this will make sense, but we have created a company product dashboard to monitor their customer health range (3 sections). As per the snapshot below. But is there a way to have this data update each month and then a read more
Reply Professional
1 upvote
9 Replies
Accepted Solution
jolle
Key Advisor | Platinum Partner
January 17, 2023 14:45
Hey @MPalmer6 , thanks for reaching out! This is a really good question. Like you're finding, HubSpot reports will show you the current state ...read more
Solved
drafeedie on January 06, 2023
Searching the inbox for specific phrases
In most email tools and the internet in general, you can use quotations or other tricks to narrow down search results. Hubspot's search function within inboxes seems virtually unable relative to something like gmail when you're trying to find an read more
Reply Conversations Tickets
0 upvote
1 Reply
Accepted Solution
Jnix284
Thought Leader | Partner
January 08, 2023 14:02
Hi @drafeedie I have also found the inbox search to be somewhat frustrating because it can show very broad results. One thing I recommend is ...read more
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Creating a Workflow for Non-Disclosure Agreements
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