I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. read more
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...read more
In the daily service routine, it's common for previously closed tickets to be reopened due to additional customer inquiries.
However, creating report data for such scenarios in HubSpot can be challenging. Besides the standard "Time to Close," read more
Thanks for the tag @BérangèreL , this is a really great way to manage reopened tickets @Adriane , thank you for sharing your step-by-step process! ...read more
Hello, I would like to know if there is a way to track the First contact resolution rate. I work in customer service and it would be usefull to know how many tickets did we closed by responding only one time to the client. Thank you verry much in read more
Hi @WHamsiou , Yes, you should be able to do this. Create a single-object ticket report and use the filters 'Number of times contacted' is equa...read more
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
Hi all, Looking for some ideas I'm trying to figure out if its possible to create some way of associating a meeting booked with the ticket it relates to Eg. a customer might book an engineer out for multiple different instances and it would be good read more
Hi @VMoon1 ,
If you're asking whether this can be done manually, then yes, by following these steps: https://knowledge.hubspot.com/records/as...read more
Those of you who are using HubSpot's Help Center to host company FAQs, how do you like it? If you are not, which tool do you suggest? We are considering maybe Stonly? Looking to weigh the pros and cons of Help Center providers. This is our current H read more
@Marisa12 happy to share feedback on the Knowledge Base tool (the Help Center).
I've built quite a few websites with Power Pro theme and they...read more
Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. This is working for the majority of users, bar 1. I have run a number of tests and checked the user settings, read more
Hi @LBeeson ,
Do you mind recreating your workflow with the classic triggers? (Delete all existing triggers, re-add them following the classic...read more
Hi, At INBOUND, a speaker mentioned having two knowledge bases: 1 for sales and one for customers. Does anyone have this? Can you send me examples? How is it working? Is it hosted on HubSpot? Thanks!
Hi @Marisa12 are you asking whether HubSpot has two knowledge bases (one for sales and one for customers) or whether it's possible to configure two...read more
Could you suggest the ideas on how can I log the product request within a contact record mainly h ow can I efficiently record and track product requests tied to individual contacts in their respective records? We want to identify which product req read more
Hey @Versha there's a few different ways you could do this. When a customer logs a product request, is it through a ticket? If so, it might be good...read more
Hi all Agin new in HS and I could not find an answer in the community forum. In some cases, customers are sending an email to our support address. 1. I want to set an automatic ticket creation out of that, How 2. Will HS recognize the customer read more
New to HS, have a customer portal running but something is bothering me. When a customer gets into his ticket he can see only the last interaction. I would like to see the entire communication, but I can't find a way to set it up. Anyone can hel read more
@OAlterescu agree that there should be full visibility, I recommend adding the idea here for the product managers to consider.
With Custome...read more
Hi all! I had a couple of questions (2) regarding the available functionality of HubSpot, namely regarding automated emails and business hours. 1. Is it possible to set some sort of a 'schedule' for automated email responses? For examp read more