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Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

Solved

WRowland9 on January 13, 2024

Using Conversations Inbox for all Sales Form Submissions, Chats, Inbound Emails to Alias Groups

I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin read more

Reply best practices Contacts Conversations CRM Enterprise Forms Sales Settings Workflows

1 upvote

3 Replies

Accepted Solution

Jnix284

Most Valuable Member | Elite Partner

January 16, 2024 16:31

@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...read more

Solved

AJauhari on October 20, 2023

Adding audio notes to company and contact

How does one add audio

Reply Contacts Conversations

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 20, 2023 08:57

Hi @AJauhari , I'm not aware of any native audio capabilities in HubSpot. You're best option to add audio to notes would be via attachments or...read more

Solved

filipg on October 20, 2023

Inbox with Forms

Hi, is there a way to filter by form when creating a view in Inbox? The only relevant filter I see is Source > Forms but there doesn't seem to be a way to filter by actual Form. Thanks!

Reply Conversations

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 20, 2023 06:39

Hi @filipg , As far as I know, this is currently not possible, no, unfortunately. Best regards!

SNormann on April 19, 2023

How do I see all messages sent through a specific contact form/platform?

Hi! On our website we have a number of contact forms and we are not keeping track on which of theese forms are being used, or if they are really being used as intended. We also get e-mails sent through various platforms were we market our products. read more

Reply Contacts Conversations How-To Marketing Email

0 upvote

2 Replies

SNormann

Member

April 19, 2023 07:57

Hi Karsten! Thank you for your answer. I'm new to Hubspot and realise I probobly left out important information. The contact forms on our site are n...read more

EConway on November 11, 2022

[Free Resource] Prospecting and Objection Handling: Templates and Best Practices for Sales Success

Prospecting and Objection Handling: Templates and Best Practices for Sales Success ➡️ Download the kit here ⬅️ 🔍 How you behave when a prospect pushes back can make or break your sale. 💡 It’s report read more

Reply best practices Blog Campaigns Conversations How-To Meetings Quick Tutorial Sales Sequences Templates

5 upvotes

1 Reply

SNigam

Key Advisor

January 04, 2023 15:15

Nice

Simon_C on October 26, 2022

How to automatically create a Deal record via Conversations Inbox email channel

Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this further to the Deal object is not something that is currently read more

Reply Conversations Deals Sales Tickets Workaround Workflows

11 upvotes

10 Replies

GFair6

Participant

December 23, 2023 08:50

@Simon_C thank you for finding this solution. I skimmed these posts but wanted to confirm: this appears to require the service hub correct? I find ...read more

Solved

BLyons on January 17, 2022

Separate inboxes for individual staff members?

Hi all! A quick organizational question. Is it typical for each staff member at an organization to have a separate, individual inbox - as well as be a member of a shared inbox for a team?

Reply Conversations

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 17, 2022 13:35

Hi @BLyons , Generally the conversations inboxes are meant to be shared channels and not a replication of an individual's inbox, see here: ht...read more

scollings on November 21, 2021

Chatbot pass in email and names

Hi have an Admin portal where people have to login to frist. Here I want to put a ChatBot. Is there a way for me to pass the email address, and names of the person who has logged in, into the ChatBot so I don't need to re-ask them? I don't rea read more

Reply Chat Contacts Conversations Developer Free

0 upvote

1 Reply

PamCotton

Community Manager

November 22, 2021 18:32

Hello @scollings Happy Monday! I want to invite some of our top experts to help start this conversation @Gonzalo @DanielSanchez @webdew any ...read more

KHolmes7 on September 15, 2021

Hubspot HTML Signature Issue

Hi all, I am wondering if anyone can help me out. I am having some issues with using a converter (from MS Word to HTML) for my companies signatures. What seems to be happening is when I paste the created HTML into the "HTML" tab in "Ema read more

Reply best practices Connected Email Contacts Conversations CRM Email Deliverability How-To Marketing Email Quick Tutorial

0 upvote

3 Replies

SNigam

Key Advisor

September 16, 2021 10:30

Oo good to hear that your issue have solved and yes you can mark this ticket as solved. Thank you

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