Every time there is a new user on the portal, we have to explain to steps to follow to create the account. e.g 1. click the invite link 2. configure your password 3. select the authentication tool 4. click accept Just create a KB artic read more

Hi, We are a franchise organization with 20+ territories, each territory has its own HS portal and every Portal has its own users, between 10 and 100+. We use a test portal to train the users, any strategy you recommend to have something close to read more

Hi, We are a franchise organization with 20+ territories, each territory has its own HS portal and every Portal has its own users, between 10 and 100+. We use a test portal to train the users, any strategy you recommend to have something close to read more

hi, So when my deal reaches closed won, i have a property "start date" and a property "end date" that i need filled. Start date is date of step so it's easy to fill with workflow. End date is 60 days after start date. But in the workflo read more

Hi, We are creating Jira tickets automatically for a specific stage where L2 service support is required. The users from L2 have no access to Hubspot, and they work only in Jira, in order to be able to communicate between teams we need the J read more

Making this an automatic option: Start syncing notes and comments to Jira. This will help all our teams who work in HS and Jira to keep up to date with the latest notes and comments as we regularly work between the 2 systems. We have workflo read more