I have a custom dropdown field in HubSpot that contains the names of company employees. These employees are agents who are not HubSpot users, and there are no plans to make them HubSpot users in the future. This field is used in internal tickets ra read more
Thanks for your insight @Ben_M There are no goals to combine and they will stay seperate so the identity that the support agents present when resp...read more
We have two brands that are serviced by the same team of support agents. Each brand has a distinct presence and identity to a seperate client base. Each brand has their own domian and support email address, for example support@traditionalp read more
Hi, it doesn't do that at this time,. When I built this, quite a while ago now, I never gave this any thought. I don't think that HubSpot itself could...read more
When an individual user responds to an email they are restricted by the font that they can use from the global setting. They can get round this with Templates or snippets that can be customised. The email signature itself can be customised but not t read more
I may be missing something totally here, but I want to use the email functionality to build automated customer service emails for current under contract clients when certain activity is initiated against a specific deal. service. However read more
I am 99.9% sure there is no answer to this but just in the hope I have missed something and anyone knows how to do this. I have a ticket system that handles referrals from client base. There is a manual step in my process for someone to qualify read more
I'm looking to create a workflow that enrols a quote but only a quote that is created using a specific quote template. For example, if I had a quote template set up specifically for quoting Design Work I only want the workflow to enrol quotes that read more
Anyone know if this is possible in any way. Im guessing not as I cant see any way to do it in workflows and with it being a possible 1 to many relationship system would need to know specific Deal ID to copy to. Any thoughts on how this can read more
I have built what is to date a pretty effective ATS system within my HubSpot. Only issue I am having is auto updtaes of Lifecycle for contacts that are applicants. See below, I have built a workflow that looks for changes and then automatically read more