Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

Résolues

ACreti le Mars 12, 2025

I can't use ticket properties in the Form Editor

Hi, When I create a form, I can only use the Ticket properties if the type of form I’m building is "Legacy Form Editor." Am I missing something, or is it not possible to use properties other than those for Contacts and Companies in the For Lire la suite

Répondre Professional Service

0 Mention J'aime

2 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 13, 2025 01:21

Hi @ACreti , This is unfortunately not possible at this stage, correct. However, other users have requested this before: https://community.hu...Lire la suite

KoryB le Mars 12, 2025

Managing customer service contracts

New to Hubspot, trying out the free version of service hub. We sell and offer service contracts for the printers we sell. Our service contracts are usually 1 year and we currnelty manage these in Excel which I'm trying to move away from. A custom Lire la suite

Répondre Getting Started

0 Mention J'aime

2 Réponses

KoryB

Membre

Mars 12, 2025 18:24

Thanks Pam, I was thinking about creating a custom object but I understand that custom objects\entities are only available in an enterprise version of...Lire la suite

greg_incon le Mars 11, 2025

Not Receiving @*.hubspot.com emails

I have gone through to double check the email log but no one at the domain level is receiving emails from the hubspot system. Password reset or account setup emails sent to the domain are not being received. I have gone through the Not receiving Lire la suite

Répondre Admin

0 Mention J'aime

3 Réponses

TomM2

Leader d'opinion | Partenaire solutions Platinum

Mars 13, 2025 12:19

Hey @greg_incon I wouldn't have the tools to check internal HubSpot emails, what specific emails is it you're missing? @PamCotton maybe this is s...Lire la suite

TMiller5 le Mars 11, 2025

Age requirement for courses?

I would like to offer these courses in a high school setting where the students are 16 & 17 years old. Is that allowed?

Répondre Academy

0 Mention J'aime

1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 11, 2025 14:19

Hi @TMiller5 , This depends, I would say on many factors, such as local legislation, terms and conditions etc. I would recommend consulting a ...Lire la suite

Résolues

LHunt9 le Mars 04, 2025

Custom Properties

How do I get more custom properties on the free version for a website enquiry form? Can I edit existing properties? I don't seem to be getting much help from anyone.

Répondre Forms

0 Mention J'aime

1 Réponse

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 05, 2025 00:04

Hi @LHunt9 , You can try and edit properties in the property settings: https://knowledge.hubspot.com/properties/create-and-edit-properties ...Lire la suite

Résolues

JNo le Mars 04, 2025

Associating Notes to Calls or Calls to Notes

Hi there, I am new to HubSpot and have been googling/researching in the Academy if there is a way to Associate a Note to a Call. I'm having trouble finding an answer to this that works and I'm not sure if it's because I'm searching for the wro Lire la suite

Répondre Getting Started

0 Mention J'aime

2 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 04, 2025 14:47

Hi @JNo , No, this is currently not possible. There aren't options to associate activities with activities, only activities with records. ...Lire la suite

Résolues

TMessi le Février 27, 2025

Use case and benefits of using Object?

Hello I am currently reviewing the service feature, and i have a bit of a hard time to understand the value it is providing. I have a potential use case, that we are currently handling with tickets in Hubspot, and I wonder if moving this proce Lire la suite

Répondre Service Tickets

0 Mention J'aime

7 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Février 27, 2025 09:21

@TMessi the service and the ticket object behave in a very similar way, both have a pipeline logic to it, both are be default sortable by category....Lire la suite

Résolues

IFarafonov le Février 24, 2025

How to Set Up and Optimize HubSpot and MD365 Integration with Custom APIs?

Hey everyone, We're working on connecting HubSpot with Microsoft Dynamics 365. We want to sync contacts, leads, opportunities, and customer info smoothly between both systems. We're also looking into custom API scripts to keep our data accurate Lire la suite

Répondre Best Practices Integrations

0 Mention J'aime

4 Réponses

Solution Acceptée

Anton

Leader d'opinion | Partenaire solutions

Février 25, 2025 04:16

Hey @IFarafonov , i think there are two ways, how you can achieve this. Check the marketplace for already build MS Dynamics apps If you ...Lire la suite

Résolues

AWalch le Février 19, 2025

Workflow

Hello, I have built a workflow with 3 mails and in the branching should be divided into has responded, unsubscribed/spam, bounce and not sent to be pushed into an extra list. Can someone help me how to sort out the contacts to whom the mail was not Lire la suite

Répondre Marketing Email Starter Workflows

0 Mention J'aime

3 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Février 19, 2025 08:52

@AWalch Keine Abonnementeinwilligung ist filterbar, wenn man direkt nach hinzufügen von Listen- und Workflowfiltern "Abonnementtypen" auswählt ...Lire la suite

Résolues

ACFraz le Février 18, 2025

Is it possible to create an internal quarterly Customer Success task?

I am trying to create a Workflow that does these steps below, but it has been seemingly difficult to create. 1. Assign a task to the Customer Success Lead on every current and active Customer profile to schedule a check-in meeting with [company] Lire la suite

Répondre Workflows

0 Mention J'aime

1 Réponse

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Février 19, 2025 00:00

Hi @ACFraz , This will indeed require a couple of workflows. Here's what I would suggest: Start by creating a Q1 workflow which runs on a ...Lire la suite

Résolues

MDagan le Février 18, 2025

How to better use tickets

Hi, I'm looking for a better way to manage my customers, I'm not sure tickets board is the best way. Do you use tickets for more than support? I feel like I'm missing something.

Répondre Best Practices

0 Mention J'aime

3 Réponses

Solution Acceptée

RSchweighart

Contributeur de premier rang | Partenaire solutions Gold

Février 19, 2025 16:34

Hi @MDagan , @PamCotton provided some great examples of possible use cases for tickets outside of support. I recently set a ticket pipeline ...Lire la suite

Résolues

Rui_Martins le Février 18, 2025

Building a Customer Portal (Service Pro) with Dynamic Pages (Content Pro)

Hey! I have an idea and would love to validate it! A customer of ours needs to build a customer portal. The main needs are: - Ticketing - Invoices - Documents - Media We are planning on using HubSpot Service Pro + Dynamic Pages built with C Lire la suite

Répondre Service

2 Mentions J'aime

3 Réponses

Solution Acceptée

Jnix284

Au panthéon de la communauté

Février 25, 2025 09:44

Thanks for the tag @PamCotton , not much to add to what @danmoyle suggests, there are a lot of great insights there! I think using dynamic p...Lire la suite

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Featured Content

Use case and benefits of using Object?

Ai chatbot