Tips, Tricks & Best Practices

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Solved
AHoger on November 03, 2025
Hi, just checking if anyone has found a workaround to manually complete a customer feedback survey on behalf of a customer? When customers don’t complete the survey themselves, we often follow up by phone and get a much better response rate. I’d lik read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 03, 2025 23:32
Hi @AHoger , The easiest option would be to create a survey with the delivery method "Shareable link" (clone from an existing one, if needed) ...read more
Solved
ACreti on October 30, 2025
Hi my customer needs to ask the Company Name in Ticket Forms, but if the Company already exists, every time someone sends a new form and writes the Company Name in a different way, it changes the company record property. Is there a way to avoi read more
0 upvote
2 Replies
Accepted solution
Top Contributor
October 30, 2025 11:37
Hi @ACreti , You’re right! This behavior occurs because HubSpot deduplicates companies based on the Company domain name property. When that field i...read more
georgiabourikas on October 24, 2025
Hello! I'm looking for thoughts and insight on best practices with the Customer Success workspace. The main challenge I have is that my organization does not have one renewal date property. We have several products that could all have different read more
0 upvote
1 Reply
Community Manager
October 24, 2025 17:23
Hi @georgiabourikas , Thank you for posting to the Community! I'd like to tag in some of our Top Contributors to see if they have any suggestion...read more
AAM on October 24, 2025
It would be super helpful if the queries and responses from the customer agent were logged somewhere so I could see them as a whole. I run monthly reports on it and have to copy and past from each conversation. Very tedious.
0 upvote
1 Reply
Community Manager
October 24, 2025 10:56
Hi, @AAM 👋 Thank you for your feedback. If you have a moment, adding this to our Ideas Forum is a great next step. — Jaycee
Solved
redapples on October 22, 2025
Hello! Just recently transferred my company's HubSpot (more specifically customer service) from Outlook. It's a very big learning lesson. I just wanted to know if there's any tips or tricks to using this to its fullest potential! As of now I have read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 22, 2025 13:05
Hi @redapples , Welcome to the HubSpot community! Could you specify which HubSpot feature you're referring to / where in HubSpot you are...read more
SMcMurtrey on October 22, 2025
Hello! I am hoping for your thoughts here. We are considering moving our support teams to the Help Desk view. We are currently using conversations inbox to route support chats, support emails and voice mail messages. And then we are going to read more
0 upvote
1 Reply
Community Manager
October 22, 2025 09:01
Hi @SMcMurtrey , Thank you for posting to the Community! I'd like to tag in some Subject Experts to join this discussion -- Hi @CHawkins @k...read more
Solved
CShaw0 on October 09, 2025
Hi team, we are looking for an easy way to email a group of contacts when you are in the company view. For example, if I want to just send a quick email to 5 contacts on the company page, you can't seem to do this. You have to add them each in by se read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 09, 2025 23:50
Hi @CShaw0 , The best place for these requests would the ideas section of the community, monitored by the product team. Sharing here the Idea...read more
Solved
AAguilar156 on October 02, 2025
Help! I am usually able to get a preview of my blog posts in my emails, but can't figure out how to get it to work today for the life of me. The yellow is from my search, please ignore. This is usually what I am able to see when I copy and paste read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 03, 2025 01:05
Hi @AAguilar156 , Have you double checked whether link preview is still turned on? https://support.microsoft.com/en-au/office/use-link-previe...read more
AsafBlasberg on October 02, 2025
Hello, The Hubspot Sales Add-in for Outlook for Mac is broken. I can no longer track emails. Using Version 16.101.2. Please fix this. Thank you.
0 upvote
1 Reply
Community Manager
October 02, 2025 07:07
Hi @AsafBlasberg , Thank you for letting us know about the issue you’re experiencing with the HubSpot Sales Add-in for Outlook on Mac. I unde...read more
MMillsSzabo on September 29, 2025
Recently the option to resend the registration email and/or reset password email was removed from an individual contact’s record. For example see below screenshot: Previously an orange box appeared in the top right corner of a contact’s rec read more
1 upvote
1 Reply
Community Manager
September 29, 2025 17:24
Hi @MMillsSzabo , Thank you so much for sharing your feedback regarding the recent changes to the password reset process in HubSpot. We understan...read more
Solved
Ele68465314654 on September 26, 2025
I have received an email from Hubspot saying that if I don't log in by Oct 3, my account and its data will be deleted. I immediately logged in (09-26) and found out that all my data, most importantly, all the leads that I worked so hard to colle read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
September 26, 2025 05:19
@Ele68465314654 just to avoid misunderstandings – I don't represent HubSpot, this is a user-to-user community, so it's not "my" platform. It ...read more
Jeay on September 19, 2025
Hi everyone, I’m a Doctor of Nursing Practice (DNP) student working on my dissertation/project, and I’d love to get some DNP project help from this community — especially around how to integrate HubSpot tools into healthcare/nursing practice. read more
Top Contributor | Partner
September 22, 2025 10:18
Hey there, feel free to email me as I have experience with some of this. ashley @ ashleyidesign . com
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