Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
Mariale_Padilla on February 16, 2024
Hi all, Does anyone have any clue on how to configure a WhatsApp welcome messages? We have 2 WhatsApp numbers, one to Customer Service and other for Technical Support. Each of them have a corresponding channel. We would like to configure a read more
1 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
February 19, 2024 09:39
Hey there @Mariale_Padilla and welcome to the Community. Are the WhatsApp channels integrated into a Conversations Inbox in HubSpot? If more
AUlusan on February 15, 2024
So I have been using hubspot for my clinic to store customer data, track sales and etc... recently I wanted to track each customer's each session at the clinic. For example, sometimes the deal won includes 5 sessions of a treatment and I want to read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2024 08:11
@AUlusan This sounds like medical information to me: "treatments, their medicaa details, pictures and date/time occured". In any case, you more
VLibersat on February 08, 2024
Hi, I am building our CSS dashboard and want to display our NPS scoe as a tile, not show the # or percentage of detractors, neutral and promoters. How do I achieve this? I can't find any way to display just the result of the score calculation. T read more
0 upvote
2 Replies
February 09, 2024 10:07
Thank you, Berangere! This is great however the result doesn't give the actual NPS score but simply the responses overall average. NPS should ignore more
LFenton20 on February 08, 2024
Is there a way for attach a personal gmail account so that other users can see my inbox? We deal with extremely timely and important requests that would usually go through a shared inbox we have connected to Hubspot. However, these requests are read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 08, 2024 08:57
Hi @LFenton20 , If your personal email is connected to HubSpot , then replies to your emails will show up in records in HubSpot . There is more
JGray30 on February 06, 2024
At the moment we have aloyalty scheme which is very manula and labour intensive. I am looking in to whether HubSpot could be the solution We sell A widget, each widget has a unique serial number. Our aim is for them to sell the machine and pur read more
0 upvote
3 Replies
Accepted Solution
February 20, 2024 15:10
Hi @JGray30 , I am assuiming you are using somthing like deals or tickets to track these sales. Please let me know if you're using a different more
daag on February 06, 2024
Hello, Trying to connect my personal email to my Hubspot account inbox. The connection seems fine but somehow i dont seem to get the emails that I recieve in my personal inbox. Any help would be appreciated!  
0 upvote
4 Replies
Accepted Solution
February 06, 2024 15:52
Dear Karsten, Thank you for further information and direction on how to solve the issue. The mistake was on my behalf. Totally forgot to forward more
dhejl on February 04, 2024
Hello Community! I'm sourcing for inspiration / best practices when it comes to having multiple teams sharing tickets. Here's what I mean: When a new ticket is raised, team A has to complete certain tasks on their end They then shift it read more
0 upvote
2 Replies
February 20, 2024 16:37
Hi @dhejl , As @PamCotton mentioned, custom reports may provide the visibility you need for the items you mentioned. Custom views may be more
JKelleher3 on February 02, 2024
Is contract length defined in months or years in Hubspot? If I have a 3 year deal, what value do I place in contract length?
0 upvote
3 Replies
Accepted Solution
February 02, 2024 16:11
HubSpot transactions do not come with a default "contract length" attribute. This indicates that it's probably a unique property that your business more
ChristinaKern on February 02, 2024
Hi all, I would like to create a workflow that is being triggered, when someone fills a form within our Knowledge Center. The form offers several options to choose from and two of them should lead to automatically generated jira tickets. read more
0 upvote
1 Reply
Community Manager
February 02, 2024 16:40
Hey @ChristinaKern , thank you for posting in our Community! Thank you for reaching out! I'd be happy to assist you with setting up the more
MDuczek on February 02, 2024
Dear Community, We have an own Deal Revenue metric for every deal. Now I would love to see the sum of the this metric in the deal pipeline view. How do I change the sum of my deals to our own metric. Right now it is still the Annual Rec read more
0 upvote
2 Replies
Key Advisor | Diamond Partner
February 02, 2024 05:35
Hi @MDuczek , As @karstenkoehler indiactes, this will have to be the sum of the "Amount" fields, which can ne modified in the Setup of the more
mathieud on February 01, 2024
Hello folks, I want to connect an inbound email address to an inbox. Since our emails are managed on google workspace, it seems I need to create a mail account on google side and connect the channel(inbox) to it. I remember vaguely that ano read more
1 upvote
1 Reply
Most Valuable Member | Diamond Partner
February 01, 2024 13:01
Hi @mathieud happy to help with your questions. You will need a dedicated account email on the Gmail side, any alias options don't work as a more
MŚnieżek on February 01, 2024
Hi all! I've got a question about how HubSpot can enhance our daily work in the customer support team. Basically, I would like to know some resources that can enhance our support, for example, AI. I do know that HubSpot offers AI ChatBo read more
0 upvote
1 Reply
Most Valuable Member | Diamond Partner
February 01, 2024 07:20
Hi @MŚnieżek Here's a really useful video on how HubSpot AI can be used to improve productivity and customer satisfaction within CS: more
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

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