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Ajuste del agente de servicio al cliente

customersupport@hubspot.com (HubSpot Support) — Fri, 08 May 2026 14:07:08 GMT

Set up a customer agent powered by Breeze, HubSpot's AI, to automatically respond to customer questions using your existing content. This lets the rest of your support team focus on more complex cases.

¿Cuáles son las diferentes acciones de workflow en HubSpot?

customersupport@hubspot.com (HubSpot Support) — Thu, 07 May 2026 16:13:30 GMT

Summary

Review all the different workflow actions available for automation when creating workflows in HubSpot. Actions are functions that the workflow will execute for enrolled records. Select the appropriate workflow actions to ensure your workflow runs as intended.

Administrar créditos de HubSpot

customersupport@hubspot.com (HubSpot Support) — Thu, 07 May 2026 16:12:35 GMT

Summary

HubSpot Credits are required for certain usage-based features, such as Customer Agent, Prospecting Agent, Data Agent, and Data Studio syncs.

Credits are used only when specific actions are performed, like executing a Breeze action in a workflow or when an automated or recurring action consumes credits.

Crear una encuesta personalizada con el nuevo editor de encuestas

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 18:07:00 GMT

Create custom surveys using the new survey editor to collect and manage customer feedback across multiple delivery methods, including Shareable link, Email, Workflow, and Web page.

The new survey editor supports building multi-step surveys, connecting fields to HubSpot properties, customizing design and layout, and configuring delivery-specific options.

Ajuste y uso del agente de prospección

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 17:13:47 GMT

Please note: the following content applies to the current version of the prospecting agent. If you're opted in to the Prospecting Agent Gets Smarter: Buying Signals and Contact Sourcing beta, learn how to prospect companies with buying signals.

With the prospecting agent, you can enroll contacts to be researched and have the agent execute an outreach strategy, helping you build a more efficient sales pipeline. You can manually select contacts for enrollment in the agent or set up rulesets to automatically enroll contacts based on set criteria. You can also research target accounts and generate emails based on that research without enrolling the companies in the prospecting agent.

Configurar y gestionar pipelines de objetos

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 17:13:42 GMT

Pipelines help visualize your processes through stages, which are steps that signal where a record is in a process. For example, create deal pipelines to track revenue, ticket pipelines to track customer issues, or listing pipelines to track for-sale properties.

Please note: your account may use personalized names for each object (e.g., account instead of company). This article refers to objects by their HubSpot default names.

Crear campañas con Marketing Studio

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 16:17:23 GMT

Use Marketing Studio to design your campaign, create assets, and execute your plan in a single workspace. In Marketing Studio, you'll be able to plan your campaigns and create assets across different channels without switching tools.

When generating campaigns using AI in Marketing Studio, key details such as campaign name, goal, audience, and budget will be added. You can also add AI-suggested assets with built-in tracking directly in Marketing Studio. After creating your campaign, you can review your campaign details in a calendar, board, or asset list view.

Analizar el rendimiento de campañas individuales

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 14:11:55 GMT

View the performance of a single HubSpot campaign to measure its impact on contacts, deals, and traffic to your website. Learn more about the different campaign metrics available and how to analyze overall campaign performance. To review an AI-generated summary of your campaign performance, learn how to generate campaign insights using AI. .

Gestione el calendario y los recursos de su campaña en Marketing Studio

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 13:29:38 GMT

After creating your campaign in Marketing Studio, you can review your campaign and campaign assets in different views.

Calendar: review the campaign in calendar format. Use this view to manage your campaign schedule. For example, you may want to check that a social post is scheduled for every day of your campaign.
Assets: review a list of all assets in a table, including the asset name, assigned user, any comments, due dates, the asset type, and the asset's creation date. Use this view to check that you've covered all desired channels for your campaign.

Board: review and manage your assets in a board view. Use this view to keep track on the progress of your different assets while building out your campaign. You can review assets in the Placeholder, Draft, Scheduled, Published, and Archived stages.

Conectar HubSpot y Microsoft Teams

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 12:06:53 GMT

Connect HubSpot and Microsoft Teams to sync your communications across the two apps. If you have feedback about this integration, use this form to submit any suggestions, requests, or ideas.