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Configurer l’agent d’assistance client

customersupport@hubspot.com (HubSpot Support) — Fri, 08 May 2026 14:07:04 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.

Quelles sont les différentes actions de Workflow dans HubSpot ?

customersupport@hubspot.com (HubSpot Support) — Thu, 07 May 2026 16:13:29 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.

Gérer les crédits HubSpot

customersupport@hubspot.com (HubSpot Support) — Thu, 07 May 2026 16:12:27 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.

Créer une enquête personnalisée à l’aide du nouvel éditeur d’enquête

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 18:06:55 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.

Configurer et gérer des pipelines d'objets

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 17:13:33 GMT

Les pipelines permettent de visualiser vos processus par le biais de phases, qui signalent où se trouve une fiche d'informations dans un processus. Par exemple, créez des pipelines de transactions pour suivre le chiffre d’affaires, des pipelines de tickets pour suivre les problèmes des clients ou des pipelines de listes pour suivre les propriétés à vendre.

Remarque : Votre compte peut utiliser des noms personnalisés pour chaque objet (par exemple, compte au lieu d’entreprise). Cet article fait référence aux objets par leur nom par défaut HubSpot.

Configurer et utiliser l’agent de prospection

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 17:13:31 GMT

Remarque : Le contenu suivant s’applique à la version actuelle de l’agent de prospection. Si vous avez activé la bêta de l’agent de prospection devient plus intelligent : signaux d’achat et recherche de contacts , découvrez comment prospecter des entreprises avec des signaux d’achat.

Avec l’agent de prospection, vous pouvez inscrire des contacts à rechercher et lui demander d’exécuter une stratégie de communication pour créer un pipeline de vente plus efficace. Vous pouvez sélectionner manuellement des contacts à inscrire dans l'agent ou configurer des groupes de règles pour inscrire automatiquement des contacts en fonction de critères définis. Vous pouvez également rechercher des comptes cibles et générer des e-mails basés sur ces recherches sans inscrire les entreprises dans l'agent de prospection.

Création de campagnes à l’aide de Marketing Studio

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 16:17:20 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.

Analyser les performances de chaque campagne

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 14:11:51 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. .

Gérez le calendrier et vos ressources de campagne dans Marketing Studio

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 13:29:59 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.

Connecter HubSpot et Microsoft Teams

customersupport@hubspot.com (HubSpot Support) — Wed, 06 May 2026 12:06:49 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.