Hi all, appreciate any advice. We are new to Hubspot and looking for solutions for 2 things. a) How do we set permissions so that a 'contact owner' can see their contacts, a 'company account manager' can see all the contacts under that company inclu Leer más

I was wondering if it is possible to use the Service Hub portal to securely share documents with customers (think things like contracts and other legal documents that are unique to each customer). It seems like a portal is primarily for tickets, but Leer más

I have collected extensive data on 5000 websites, including their contact details, and am eager to begin email outreach. However, I am not sure of the best way to start this outreach effectively. Any advice or tips on kick-starting the outreach proc Leer más

Hi! I set up a workflow using the "Has Completed: Call Ended" Trigger to create a new ticket when a VM is left. I was wondering if these triggers only pull from the hubspot phone system properties and does not work with Rincentral? if anyone has Leer más

Greetings, HubSpot Community I've been encountering issues while attempting to create a targeted list from my existing contact list. Despite searching through available filters, I can't seem to isolate the members who are specifically categorize Leer más

hi. we are in teh B2B business and in most cases we never find out who uses our products. no contacts of anyone which we can use for marketing. sales partners buy from us and re-sell, but never tell us who bought from them. does anyone have an idea Leer más

Hello Community, Building on the momentum from our previous discussion on optimizing workflows, let's dive deeper into another powerful aspect of Service Hub—AI features. Just as we explored working smarter, not harder, with Leer más

I'm hoping to route tickets for my service organization into the appropriate teams based on the time of the day (e.g. if a ticket comes in after hours, it's routed to the late shift team). However, it appears that there's no out-of-the-box method t Leer más

will like to get a service level for each ticket status. for example if the "NEW" tkt was answered within service level before moving to "WAITING ON COUSTOMER"

I am wondering if there is a way to create a workflow when a note is created in a deal. I have read that creating a workflow from a snippet is not an option at this time (but I do think this would be AMAZING) so trying to figure out how I can create Leer más

Hi, I want to get users notified if they left any records blank when creating a contact or a company. How can I do that?

Hey all. I am needing help brainstorming some ways to trigger NPS surveys to go out every 90-120 days for customers. I am not really sure how to trigger this. The issue is that our customers sign up mostly in Q1, and business is quite seasonal. Leer más