Customer Success & Serviceの新しい掲示板トピック

Whatsapp Template error

Futada — Thu, 22 Jan 2026 19:13:45 GMT

Hello.

We have an operation in the service hub that require us to send proactive Whatsapp messages and we are getting too many errors.

We are already able to do send proactive messages, but the problem is that we are receiving too many errors and after investigation I checked that even the message showing this following error: (This message cannot be sent because WhatsApp has limited the number of marketing template messages sent from any business account that this number can receive in a 24 hour period. Please try again at another time.), the user is receiving the message.

The real problem is that this shows that we can not trust this error. What if the message was not really delivered?

Does someone have problems with that too? Is there something that we can do to change that and be able to stop those errors? Or even something that can tell us if the message was delivered or not, even with this error?

How To Delete Account When Glitching

crm_crm — Thu, 22 Jan 2026 17:17:21 GMT

Following instructions, by typing into the "Delete Account" section that you should easily delete your account. I've been getting this error for an hour. What am I doing wrong?

Why are contacts auto-merged after chatflow submission in HubSpot?

VStar — Thu, 22 Jan 2026 10:35:18 GMT

Hi, I am experiencing an issue where a Chatflow submission triggered an automatic merge (performed by an "Unknown User").

During this merge, the "Message" property was overwritten with an older value from the primary contact, as shown in the attached screenshot.

How is this automatic merge triggered in Chatflows, and is there a way to disable it or change the logic so that the newest data takes precedence? We need the actual, most recent data in our properties, not the legacy values from the primary contact.

Set "Source Email" for tickets

NReddig — Tue, 20 Jan 2026 15:40:42 GMT

Customers can send their Emails to us, using either "software@company.com" for software issues or "myteam@company.com" for anything else.

I want track the emails, the customer used for implementing a workflow, setting the ticket owner based on the customers software support or marketing support csm.

How can I track this information? Workflow would be: "if sent to software@company.com set ticket owner to customer success manager software | if sent to myteam@company.com, set ticket owner to customer success manager marketing".

Best practices for managing multi-party (marketplace support) ticket communications in Helpdesk

mike-apfusion — Mon, 19 Jan 2026 19:36:33 GMT

I'm currently migrating from Intercom to HubSpot Service Hub Professional and looking for guidance on handling a common support pattern for our business.

Our Use Case: We operate an online marketplace connecting business sellers and retail buyers (similar to eBay or Etsy). When a buyer submits a support ticket, our agents frequently need to reach out to the corresponding seller (or vice versa) to resolve the issue. These communications need to stay associated with the original buyer's ticket for context, automation, and audit purposes.

In Intercom, we handled this with "Side Conversations" which were automatically tied to the parent ticket. I haven't yet found a direct equivalent in HubSpot.

What I'm trying to achieve:

Initiate a separate conversation thread with a seller from within an existing buyer ticket (or vice-versa)
Keep both conversation threads visibly linked to the same ticket
Allow agents to easily distinguish between buyer-facing and seller-facing communications
Maintain a clear audit trail of all communications related to a single issue in one place
Prevent the respective parties from viewing details relating to conversations/statuses of the other
[NICE-TO-HAVE] Implement ticket-level automation based on activity in the underlying conversations

Our HubSpot Stack: Marketing Hub Enterprise, Sales Hub Professional, Service Hub Professional, and Content Hub Professional

Thanks in advance!

Outlook replies not logging

cclark2 — Fri, 16 Jan 2026 17:07:13 GMT

Hello,

I was hoping to get some help. We recently set up a test inbox while testing our ticketing pipeline and we moved this over to help desk. We then changed the email addresses that the tickets should be going to and connected that as a channel to help desk. Now when our help desk team replies from outlook the emails are not being logged on the help desk ticket. I noticed that the email inbox is set up to help desk via a channel but is not set up under inboxes. Coudl this be the reason why? when we try to connect the inbox it tells us that conversations are already set up with the email and we can not set it up again. Some replies will be from Hubspot and others will be frm Outlook

Expressing ideas

RSisodia — Fri, 16 Jan 2026 15:07:07 GMT

So as i am new in this field even i don't know from where to start only thing i know is to express your idea because its very important content should be reliastic with which your audience should connect understand and also apply in their life its not important that content should be entertaining it can be helpful or story of your experience sometimes even my brain stop working like i have to think what to write next i am not using ai because it destroy my ideas like is i am not capable enough or to make my work easy i use chatgpt from hubspot i taken the lecture in which i learned your content should look like storytelling in which your audience attract, learn ,apply and can connect with you.

Express your ideas ton growth to learn to make it more innovative by connecting with audience..

Unique 5 digit Ticket ID

cclark2 — Thu, 15 Jan 2026 14:46:48 GMT

Hello,Is it possible to create a unique Ticket ID field thats limited to 5 digits that will be automatically updated when a new ticket is created? Like the record ID but we need this to be shorter.

Assigning Help Desk tickets to user

cclark2 — Thu, 15 Jan 2026 00:50:08 GMT

Hello,

Is there a way that in Help Desk when assigning tickets that I can only show 4 Hubspot users to pick from? Right now we have it to where all users can be assigned but we only need 4 users to choose from.

HubSpot Login Frequency

rmoscarino — Wed, 14 Jan 2026 21:01:05 GMT

Why do I now have to login into HubSpot everyday?

Global Theme Styles - Font from dropdown menu won't display

SMKS_Studios — Tue, 13 Jan 2026 13:03:41 GMT

Hey,

I'm on the Free version at present, so my options might be limited. I want to use Jersey 25 for H2 headings, and I can find that font and select it:

However, it won't display on the landing page. It turns into this font:

This is consistent across different browsers for me, so I don't think the issue is on my end. None of the other Jersey fonts work either, but I can select any other font from the dropdown and they display fine.

I don't think I can edit the css for Elevate and it's the only theme available on the free plan. Is there anything I can do to get Jersey 25 to display?

Request for Inbound Marketing Certification Certificate

KSolis4 — Mon, 12 Jan 2026 20:02:26 GMT

Hello,

I completed the Inbound Marketing certification on HubSpot Academy on april and received a score of 49/60.

My HubSpot account is deactivated, and I cannot access my certificate.

Could you please send me the certificate in PDF to this email (kerensoliscajina@gmail.com)?

Thank you very much for your help.

Data Management - Formatting Issues feature

EPitz — Mon, 12 Jan 2026 19:31:45 GMT

Hi, I am trying to understand why the Formatting Issues feature under Data Management isn't updating with the newest data.

Here is an example. I created a series of workflows to automatically update Timezone via US State. Thousands of contacts updated, but, weeks later, they are still showing empty and a 'Proposed Fix'. But if I go into the contact, then it shows the new selected timezone.

I am also having almost identical issues with State/Region & Country.

Very confused. Can anyone help me out. Attaching screenshots.

Thanks,

Ethan

Add Messages to Different Tickets in Help Desk

Janine2 — Fri, 09 Jan 2026 10:02:11 GMT

In the ticket view, there is the option to add a message from one ticket to another. However, this message does not appear in the Help Desk view. This should be possible in order to have a traceable message history when a ticket is split.

Anyone using the CSM workspace?

JeniferL — Thu, 08 Jan 2026 21:13:57 GMT

I would love to connect with other Hubspot users who have their CSMs working in Hubspot - not Support, but CSMs (driving usage, value, renewals). CS seems to be a new audience for Hubspot. The CSM workspace is fairly new, and I haven't found much help from available resources. My team of Scale CSMs just got access. Let me know if any other CSM folks want to chat about how you're finding success.

Sending Email Notifications to a Connected Inbox

RobNewton — Wed, 07 Jan 2026 21:31:25 GMT

I have a team that works out of a connected outlook inbox to onboard new customers.

They onboard companies as a group, no single person owns any individual onboardings and they work exclusively out of the shared inbox, not their individual emails.

I'd like to push email notifications back to the inbox as onboardings progress. For example, when credit terms are established and the corresponding company attribute is updated, I'd like to push an email to the inbox, "Customer Name - Credit Terms Updated". They they know they can go into HubSpot for something.

I've currently tried a couple of different things including:
1. Creating the inbox as a contact, associating that contact with a special label, and enrolling the company in a workflow that sends an email to the associatd contact (which is really the inbox). This goes to spam since the inbox is both the sender and the recipient, also this is being flagged as sending from the marketing portal.

2. Enrolling a contact associated with the company as the "onboarding POC", enrolling that contact in a workflow and sending an email to the inbox (from some internal email/user), but that also goes to spam.

Any suggestions on how to send notifications to an inbox? I know the individual users on the team will get notifications in HubSpot, that's not what I'm looking for. I'm only looking for ways to send an email to an inbox and not have it go to spam.

The email doesn't get a TON of spam, I may just end up asking them to treat spam like a live folder.

Email

cclark2 — Wed, 07 Jan 2026 20:52:58 GMT

Hello,

We currently have the automation set up when an email comes in it creates a ticket. Is there anyway that we can set it up to where the email body can be mapped to Hubspot fields? or like a form set up in Outlook that will populate ticket details from the email? Right now tickets are being created but have no info and just blank with just the ticket name from the subject line.

Show source for booked meeting (via meeting sheduler)

MLatulippe — Wed, 07 Jan 2026 18:22:02 GMT

Hi everyone,

We are using the meeting scheduler so that our customers can book calls with their Account Manager.

We use one meeting link for multiple campaigns.

The problem we currently have is that our Account Managers are getting booked and they don't know what the customer wants to talk about (it can sometimes be obvious with the contact activities, but not always).

How can I make sure our team is aware of the source of the booked meeting?

Note that I don't want our customers to be able to see this (ex: meeting description) and I don't want to create multiple meeting links per campaign since this would be too hard to maintain.

Thanks in advance for your help!

Internal Visibility for Team Emails

TDillow — Wed, 07 Jan 2026 17:15:36 GMT

I’m requesting that all members on a team be able to see who else received an internal message sent to that team. This helps ensure transparency, avoids duplicate follow-ups, and allows everyone to clearly understand who the communication was shared with.

Being able to view the full recipient list supports better collaboration and accountability across the team.

Thank you for your help with this.

Request for permanent HubSpot account deletion – company closed / no admin access

Anonymous — Wed, 07 Jan 2026 16:36:21 GMT

The company associated with this HubSpot account has been officially closed and no longer exists.

All former employees no longer have access to the platform. I am the only remaining user with access, but I do not have sufficient administrator rights to delete the HubSpot organization or the associated user account.

We would like to request the permanent deletion of the HubSpot account and organization, including all associated data (users, CRM data, emails, automations, logs).

The platform is no longer used, and retaining personal data no longer has a legal basis.

Please let me know how to proceed and what information or documentation is required (proof of company closure, ownership verification, etc.) to complete this request.

Thank you for your assistance.