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Customer Success & Service

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Including ticket replies in Slack channel notifications
- Newly submitted Help Desk tickets generate a notification in the slack channel that is set under the "Sync Help Desk tickets to Slack" - this is great! It seems like ensuing notifications when a customer replies are then sent to the hubspot app of the individual ticket owner. Is there a way to get a notification sent to the channel set up in "Sync Help Desk tickets to Slack" whenever the ticket owner or the customer replies? The notifica ...read more
Ticket Attachments that include highly sensitive data
- Has anyone out there developed a workflow pipeline for client services in a financial services firm, that involves attaching records with financial data on a hubspot ticket? I am eager to learn what challenges you experienced with data that includes highly sensitive data like bank records. ...read more
Google account flagged when hubspot added to adwords
- Hi, I have started working with an seo company managing my google ads. Yesterday I got a message from google saying my account had suspicious activity, at about 1.30pm. I have changed my password etc, nothing amiss, no changes on any google prodoct apart from, at the same time, an email adwords@hubspot.com was added to my google ads account! I recovered access to my gogole account but annoyingly at the same time, all 3 of my google "my b ...read more
Assigning WhatsApp Channel Conversations to Users
- I've linked our account's inbox to our WhatsApp Business account and am trying to route conversations from the WhatsApp inbox to specific team members, but it doesn't seem to be working. I checked the inbox settings, but the routing options there appear to be for "fallback email" rather than conversations coming through our WhatsApp Business account. Is there a way to set this up automatically? (We know how to do it manually.) ...read more
Workflow to Track Deals Through the Pipeline with Dynamic Updates
- I am looking to write a workflow to notify me when a job comes into the pipeline from a certain form and then gets carried to the end of the pipeline and is invoiced. But the name and information of the deal is changed along the way. Any suggestions on how to setup this work flow? ...read more

LKramer3 on February 07, 2025

Can filter settings in the knowledge base be saved?

We have about 500 articles in the knowledge base. So, if for example, we want to proofread / update articles on a certain topic, or from a certain author, we use the search function and the filters that are available in the knowledge base. Unfortu read more

Reply Discussion Knowledge Base

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Kevin_J on February 06, 2025

No see KB in GraphQL

We develop an App to ingest the HubSpot Knowledge Base using GraphQL. But we are not able to list the knowledgs bases for a customer. The customer has Service Hub Professional. We asked the customer to go to https://app.hubspot.com/graphiql/the read more

Reply Discussion Knowledge Base Professional Service

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Solved

MGreene04 on February 05, 2025

Sharing an Email Survey with URL

Hello! We have an existing survey that is emailed out of HubSpot with a 5 day reminder. That said, we wanted the option to also manually share the SAME survey with a URL. Is there any way to share this survey with a URL so all the results are pulle read more

Reply Discussion Feedback Surveys

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MGreene04

Member

February 05, 2025

Thank you for the quickly reply and confirming my s uspicion /research.

VEvelyn on February 05, 2025

Ticket Automation

Hello! Is there is a way we can automate the category designation of a ticket based on what the ticket's source is? That is, can we make it so that ALL tickets that are generated from a particular inbox (source) are automatically labeled as a partic read more

Reply Discussion Connected Email

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kennedyp

Community Manager

February 05, 2025

Hey @VEvelyn ! It seems like you could use a workflow to segment tickets by source and then label them. The ticket record source properties woul...read more

TJohnson314 on February 05, 2025

HubSpot Slow Unresponsive

We have multiple remote users experiencing slow or unresponsizness with HubSpot today. Reporting waiting multiple minutes for refresh or not at all. What's going on?

Reply Discussion Admin

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karstenkoehler

Hall of Famer | Partner

February 05, 2025

Hi @TJohnson314 , Generally, you can check HubSpot's status here: https://status.hubspot.com/ If you experience anything that is not l...read more

Solved

JDiazRojas1 on February 05, 2025

Accessing & Exporting Copilot Record Summaries in HubSpot

Hi HubSpot Community, I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for different objects, including deals. I need to know if there is a way to: 1.Export these Copilot-generated summaries (e.g., via API, wo read more

Reply Discussion How-To

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karstenkoehler

Hall of Famer | Partner

February 05, 2025

Hi @JDiazRojas1 , At the moment, no, this is not possible. HubSpot might introduce this in the future but as of now, this company summary is o...read more