Tips, Tricks & Best Practices

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GPeters74 on May 22, 2025
Was trying to create a property using the "year" function so as to get the current year only output. No matter what I try it ends up putting the entire date and doesn't actually give the correct Output.
0 upvote
3 Replies
Participant
May 22, 2025 09:54
Okay, will try. Didn't realize that this converts a "date" type property and changes it to a "number" type property.
Solved
AArif1 on May 15, 2025
Hi HubSpot team, I am willing to get my blog link inserted in one of your published articles. Plz lemme know how I can get it done? Plus, do you guys accept guest posts?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 15, 2025 09:48
Hi @AArif1 , You can find information and resources about submitting a blog here: https://www.hubspot.com/customers/user-blog-guest-bloggi...read more
Solved
LC79 on May 14, 2025
Hi All I was hoping to create a simple Hypercare dashboard with all of the relevant reports on for our new clients currently in the onboarding stage, but I can't seem to design a dashboard or report that can filter by "company" or customer. read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 15, 2025 00:13
Hi @LC79 , You should be able to add dashboard filters for customer status like explained here: https://knowledge.hubspot.com/dashboards/use-...read more
ParHeed on May 14, 2025
Looking for tips, best practices, etc. when setting up a Service Hub in an international environment with customer service in multiple countries, operations and users in multiple time zones etc. What to consider? I can't find anything written so I'm read more
0 upvote
1 Reply
Community Manager
May 14, 2025 22:18
Hey, @ParHeed 👋 Thanks for your question. Sometimes, to help our community members help you, we need to break it down into smaller chunks. I h...read more
Solved
MelEnergy on May 13, 2025
I just created an agent but I want to delete it - is that possible?
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
May 13, 2025 08:36
Hi @MelEnergy , I know you can remove it from channels, which would essentially disable, but I am not aware of a way to completely delete an...read more
ISylvester on May 12, 2025
I set up my chat bot to where it's only supposed to pop up when prompted but it continually displays when it isn't supposed to. Tried reaching out to support but got an automated email back with outdated instructions on what to verify. Looking to se read more
1 upvote
3 Replies
Key Advisor | Elite Partner
May 13, 2025 09:18
Hi @ISylvester ! Other than what the others have already said, something I would look at is your browser cache and making sure you actually clear it...read more
squigglebit on May 08, 2025
I travel a lot, and where possible try to take an ipad with keyboard rather than a more cumbersome laptop. However there is no way to access HubSpot in full on a tablet, the force desktop is always overriden and you get some poor hybrid of the app read more
0 upvote
1 Reply
Community Manager
May 08, 2025 17:21
Hey, @squigglebit 👋 Great question. I don't have a magic workaround for you in this case. We'll leave this open in case any of our community m...read more
Solved
JeniferL on May 07, 2025
Is there a way to set up automation to send an email to multiple users within an account? For example, I'd like to send an email to 100 accounts, and on that email, I would like to have users with the assigned role of "Decision Maker," "Primary Con read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 07, 2025 09:56
Hi @JeniferL , No, HubSpot currently has no automated or scaling solution for that. If emails are sent as automated emails from workflows, eac...read more
Solved
LKelman on May 07, 2025
Hi there, Can someone help with how to best get data stored under fields in the deal object into the company object. Is there an easy way? Basically the sales team collects information during the sales process under the deal that we would like read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 07, 2025 09:43
Hi @LKelman , One way to do this would be using a sync property: https://knowledge.hubspot.com/properties/create-sync-properties This ...read more
Solved
Rochelleann on May 05, 2025
I am currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issu read more
Accepted solution
Hall of Famer | Partner
May 05, 2025 23:59
Hi @Rochelleann , This sounds like a matter of narrowing down your enrollment criteria of your workflow. To only enroll deals that not new...read more
Shahmeer on May 01, 2025
Hello, Can anyone please tell me why my site is not showing on Microsoft browsers?
0 upvote
1 Reply
Member | Gold Partner
May 01, 2025 04:38
*Note from the moderator: This content appears to be created with the help of AI tools and might be of low relevance or could contain incorrect ...read more
PBadhwar on April 22, 2025
Zuper has been recognized as a 2025 HubSpot Essential App, for the second year in a row! Zuper made the list for Customer Service , and we couldn’t be prouder. It validates what we, and our customers, have known for a while: when f read more
1 upvote
2 Replies
Participant
May 01, 2025 10:01
Life's great pairings... Peanut Butter + Jelly Wine + Cheese HubSpot + Zuper!
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