Within a report, I really like the feature when I drag & draw an area and Hubspot will zoom-in the area I dragged. However, when viewing the same report on a dashboard, it is hard to drag & drop as Hubspot thinks I'm trying to move the 続きを読む
Sometimes our contact sends an email to us with an attachment containing sensitive data. And due to security reasons & data storage regulation, we have to delete the attachment from Hubspot (because Hubspot's data centre is either in US or EU). 続きを読む
In the current setup, we can configure NPS surveys to be recurring on a monthly basis, but we cannot add or configure the questions in the NPS survey. In order to add more questions in one survey (i.e., NPS & CES question), we need to create 続きを読む
We have received number of complains regarding the chatbot pop up message window is too big & blocking the content of the website. Here are some ideas /suggestions on the chatbot: 1. Make the pop-up window size configurable. 2. Add a "x" 続きを読む
In the current setup, we can configure NPS surveys to be recurring on a monthly basis, but we cannot add or configure the questions in the NPS survey. In order to add more questions in one survey (i.e., NPS & CES question), we need to create 続きを読む
It would be ideal to allow files attached to the snippets when we create them; so when we use the snippet when responding to customers, we don't have to manually search for the files mentioned in the snippet.
We have received number of complains regarding the chatbot pop up message window is too big & blocking the content of the website. Here are some ideas /suggestions on the chatbot: 1. Make the pop-up window size configurable. 2. Add a "x" 続きを読む
Is it possible for a supervisor to add themselves as ticket watcher? When the customer replies, both the ticket handler and watcher will receive an notification. This can help when a team member goes on vacation/ out of office, then the manager 続きを読む
Add a dynamic filter on reports or dashboards based on the email recipient. Here is a use case: We created a dashboard to monitor each support team's performance, and email the results to staff once every month. Instead of showing all staff's resul 続きを読む
In the inbox setting - automation, we can turn on the 'treat new ticket ' toggle so hubspot auto creates a ticket. If we have a dedicated sales email channel added in hubspot, can we change auto-create ticket to auto-create deals when a new conver 続きを読む