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Solved
JDiazRojas1 on February 05, 2025
Hi HubSpot Community, I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for different objects, including deals. I need to know if there is a way to: 1.Export these Copilot-generated summaries (e.g., via API, wo read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 05, 2025 08:17
Hi @JDiazRojas1 , At the moment, no, this is not possible. HubSpot might introduce this in the future but as of now, this company summary is o...read more
Karion on February 05, 2025
Hello, below I send screenshots of my workflow, it should install the owner when the city or regions match in a new contact, but from time to time there are users whose regions match those specified, but workflow does not add the owner. Help me find read more
0 upvote
1 Reply
Hall of Famer | Partner
February 05, 2025 07:48
Hi @Karion , It looks like your test contact simply doesn't meet the enrollment criteria – specifically, that they do not have one of the spec...read more
Solved
Krislyn on January 17, 2025
I am looking to write a workflow to notify me when a job comes into the pipeline from a certain form and then gets carried to the end of the pipeline and is invoiced. But the name and information of the deal is changed along the way. Any suggestions read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
January 20, 2025 12:48
@Krislyn deals can't be created directly from form submissions - is this through a workflow then? It's the only thing that would make sense curren...read more
MPalmer6 on January 16, 2025
Hi All Does anyone know if it is possible to add the survey questions eg the happy/neutral and unhappy faces/Recommendation select to the main text of the email and have it submit from there? As currently the template only offers the option read more
1 upvote
2 Replies
Contributor
January 20, 2025 05:41
Hi Kennedy Thank you for your reply, I will take a look at these 🙂 Thanks again Matt
Solved
Bayanitani89 on January 15, 2025
Hello, I have been trying to send some engagement emails to our customers through HubSpot. HubSpot asked me to make all these customers as marketing contacts. Is there a way to send such emails to many customers without marking them as marke read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 15, 2025 02:04
Hi @Bayanitani89 , Bulk emails require marketing contact status. It's best to think of marketing contact status as a billable status in this r...read more
Louco on January 13, 2025
Hi HubSpot Community, I’m facing an issue with reconnecting my domain to HubSpot, and I would greatly appreciate your help. Here’s the situation: I previously created a HubSpot account and connected my domain (goelevate.fr) to that account. Due read more
0 upvote
2 Replies
Member
January 14, 2025 14:47
Hi Kennedy, Thank you so much for your kind response and for taking the time to assist me with my issue. I really appreciate your help—every bit of ...read more
Solved
keshukeshvala on January 13, 2025
Hi, We are a custom software consulting/development company. This question will help to many service/consulting companies who offer services. I am looking to get best practices that when should we create deals? What is ideal Point/time to cre read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 02:16
Hi @keshukeshvala , The fact that you're losing many deals for certain reasons doesn't necessarily mean that deals shouldn't exist for those s...read more
evmwang on January 13, 2025
Hi HubSpot Community! 👋 I'm Evelyn from the Product Marketing team at HubSpot, and I'm working on a project to better understand how our customers discover and learn about new features. Your insights will help us improve how we communicate read more
3 upvotes
0 Reply
Solved
TAPquestion on January 12, 2025
Hi All, Was wondering if there is a way to create a template that has "Blank spots" that you can easily tab through to quickly fill. For example I want a template that is: Hi I am writing to you about [whatever issue it is], can you ple read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 13, 2025 00:04
Hi @TAPquestion , You can create placeholders as shown below. https://knowledge.hubspot.com/conversations...read more
Solved
EAnnichine on January 10, 2025
I am struggling to figure out how to create a report that shows the following: - Last Activity Date Per Company - I would like this in a report to add to a Customer Engagement KPI Dashboard. Any recommendations or directions?
0 upvote
2 Replies
Accepted solution
Member
January 10, 2025 09:10
@Josh Thank you so much - this is helpful to start!
Solved
Himalaya1997 on January 10, 2025
I need to give ticket to the user who has available toggle on in the inblox section. Is there any way I can it in a workflow?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 10, 2025 00:47
Hi @Himalaya1997 , No, the availability of a user can currently not be referenced in a ticket-based or conversations-based workflow. Bes...read more
Solved
cloud_ni9e on January 09, 2025
Hello HubSpot Community, I’m with a tech startup specializing in EHR/EMR solutions for healthcare, and we've been using HubSpot for about 9 months now, primarily leveraging the Help Desk for email and live chat support, which has been working wel read more
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Elite Partner
January 10, 2025 14:39
Hi @cloud_ni9e and welcome to the Community! I agree that adding texting, especially 2-way texting, would be a fantastic feature upgrade in ...read more
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