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Chatflows
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- Add a chatflow to your WordPress pages
- Chat with logged in visitors
- Configure chat capacity limits for users in your account
- Create a bot
- Create a chatflow for Facebook Messenger
- Create a live chat
- Overview of the conversations tool
- Report on chat and email conversations
- Set a priority for chatflows
- Set HubSpot Conversations as the primary receiver for Facebook Messenger
- Understand targeting rules in CTAs, pop-up forms, and chatflows
- Use if/then branches in bots
Feedback Surveys
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- Analyze customer feedback
- Create a custom survey
- Create and conduct customer loyalty surveys
- Create and conduct customer satisfaction surveys
- Create and conduct customer support surveys
- Customer feedback | Frequently Asked Questions
- Export your content and data
- HubSpot's feedback submission properties
- Beta Tag feedback submissions (BETA)
Inbox
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- A guide to the conversations inbox
- Analyze your bot's performance
- Chat widget not appearing on website pages
- Chat with your website visitors
- Choose an inbox connection
- Choose your bot actions
- Collaborate with your team in the conversations inbox
- Collect and manage consent for WhatsApp conversations
- Compose and reply to emails in the conversations inbox
- Connect a WhatsApp channel to the conversations inbox
- Connect channels to the conversations inbox
- Create contacts in your conversations inbox
- Customize and send WhatsApp message templates
- Delete a conversations inbox
- Edit your chatflow's language settings
- Forward emails to a hosted email address in the conversations inbox
- HubSpot's conversations properties
- Limit access to your HubSpot assets
- Beta Manage and respond to customer tickets with help desk (BETA)
- Manage notifications in Slack
- Manage the allow and deny list in the conversations inbox
- Manage tickets in your inbox
- Manage your team's user availability
- Organize conversations into custom views in the inbox
- Overview of the conversations tool
- Report on chat and email conversations
- Beta Route tickets in help desk based on agent skills (BETA)
- Set a priority for chatflows
- Set SLAs in the inbox
- Set up a customer portal
- Set up the conversations inbox
- Set up your bot to display outside of business hours
- Set your conversations routing rules
- Summarize a conversation in the conversations inbox
- Update the WhatsApp consent status of your contacts in bulk (BETA)
- Beta Use AI assistants in the conversations inbox (BETA)
- Use conversations on the HubSpot mobile app
Workflows
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- Add comments to a workflow
- Add comments to your HubSpot assets
- Add data to Airtable with workflows
- Add data to Google Sheets with workflows
- Add re-enrollment triggers to a workflow
- Automate A/B email testing with workflows
- Choose your workflow actions
- Clone and move workflow actions
- Compatible property types for copying values with workflows
- Connect workflow branches using Go to other action
- Create 'Specific date' or 'Contact date property' contact-based workflows
- Create a scheduled workflow
- Beta Create and use action sets (BETA)
- Create Asana tasks with workflows
- Create automated emails to use in workflows
- Create records with workflows
- Create Todoist tasks with workflows
- Create Trello cards with workflows
- Create workflows
- Custom Formula Functions
- Beta Customize your webhooks (BETA)
- Delete and restore workflows
- Difference between AND vs OR logic in lists, workflows, and reports
- Enroll and unenroll contacts in sequences using workflows
- Enroll contacts in Teachable courses using workflows
- Enroll contacts into workflows from Salesforce
- Format your data with workflows
- Manage workflow settings
- Manage your unused workflows
- Manually enroll records in workflows
- Manually unenroll records from workflows
- Monitor your workflow's enrollment with email notifications
- Organize your workflows
- Resolve invalid filter errors
- Save placeholder workflow actions
- Set event enrollment triggers
- Set unenrollment triggers in workflows
- Set your workflow enrollment triggers
- Test your workflow
- Troubleshoot common workflow errors
- Troubleshoot workflow enrollment issues
- Turn off workflows
- Understand contact-based workflow types
- Understand your comment notification emails
- Understand your workflow details page
- Update automated emails in your workflow
- Update the lifecycle stage of contacts or companies in bulk
- URL query string parameters in list and workflow criteria
- Use branches in workflows
- Use delays in your workflows
- Use goals in contact-based workflows
- Use the collaboration sidebar
- Use the data quality command center
- Use webhooks with HubSpot workflows
- View changes to your workflow
- View workflow connections
- View your workflow's enrollment history
- Workflows | Frequently Asked Questions