DE | Knowledge Quick Answers

Deal-Informationen in Outlook mit dem Office 365-Add-in von HubSpot anzeigen

customersupport@hubspot.com (HubSpot Support) — Thu, 30 Jul 2026 13:01:14 GMT

View and manage deal information directly from the HubSpot Sales Office 365 add-in in Outlook. Review deal properties, AI-generated deal summaries, and recent engagement while working in your inbox. For example, if you're responding to a lead about an open deal, you can review the current deal stage and a summary of recent activities to ensure your reply includes the context from the ongoing deal.

Learn more about using contact profiles with the HubSpot Sales Office 365 add-in.

Besprechungen in einer speziellen Kalenderansicht

customersupport@hubspot.com (HubSpot Support) — Wed, 29 Jul 2026 14:47:25 GMT

After you've connected your calendar, you can manage your meetings in a dedicated calendar view. The dedicated calendar view allows you can review past meetings, prepare for upcoming meetings, and schedule new meetings, all in one place.

Indirekte Steuern auf Gebühren für die Zahlungsabwicklung

customersupport@hubspot.com (HubSpot Support) — Fri, 24 Jul 2026 16:01:37 GMT

A Starter, Professional, or Enterprise subscription is required to use HubSpot payments. Stripe payment processing is available for all subscriptions, and available internationally with some exceptions.

If you use HubSpot payments or Stripe as a payment processing option in HubSpot, taxes may apply to your payment processing fees beginning Aug. 3, 2026, depending on your business location and tax status. Use this article to understand which taxes may apply, review your tax invoice, add tax IDs and exemptions, and find answers to common questions.

Nutzen Sie Agent-Einblicke, um den Agent für den Kundenservice im Helpdesk zu coachen

customersupport@hubspot.com (HubSpot Support) — Fri, 24 Jul 2026 12:15:53 GMT

If you’ve assigned the customer agent to a help desk channel, you can use agent insights to understand, track, and improve its responses. Agent insights show the knowledge sources the agent used, the actions it triggered, and any knowledge gaps, so managers and admins can review and improve agent behavior without leaving help desk.

By continually coaching the agent, you can improve its accuracy, increase the number of customer questions it resolves automatically, and save reps time by reducing the need to answer routine inquiries.

HubSpot Credits are required to deploy the customer agent to channels. Credits are consumed only when the agent delivers a resolution. Learn more about how the customer agent uses HubSpot Credits.

Grundlegendes zu Umsatzprozessen in HubSpot

customersupport@hubspot.com (HubSpot Support) — Fri, 24 Jul 2026 09:19:57 GMT

HubSpot bietet die Flexibilität, Einnahmen auf verschiedene Arten zu erfassen. Machen Sie sich mit den verschiedenen Umsatz-Workflows vertraut, die Ihnen zur Verfügung stehen, und wählen Sie den für Ihr Unternehmen am besten geeigneten aus.

So ziehen Sie Zahlungen in HubSpot ein

customersupport@hubspot.com (HubSpot Support) — Fri, 24 Jul 2026 09:12:56 GMT

Ziehen Sie Online-Zahlungen ein oder erfassen Sie Offline-Zahlungen Ihrer Käuferinnen und Käufer in HubSpot. In diesem Artikel erfahren Sie mehr über die verschiedenen Möglichkeiten zum Einziehen von Zahlungen, einschließlich der Einrichtung von Steuern und Gebühren. Erfahren Sie nach dem Einzug von Zahlungen, wie Sie Zahlungstransaktionen, Auszahlungen, Streitigkeiten und Rückerstattungen verwalten.

Webhook-Event-Trigger mit Agent Hub-Workflows festlegen

customersupport@hubspot.com (HubSpot Support) — Fri, 24 Jul 2026 07:53:02 GMT

When creating a workflow in Agent Hub, you can choose to trigger the workflow whenever a webhook event is received. This allows you to trigger your webhook based on events that occur in external applications, and use properties from the received webhook with other actions.

Erstellen von Agents mit dem Breeze-Assistenten

customersupport@hubspot.com (HubSpot Support) — Thu, 23 Jul 2026 16:35:35 GMT

Use Breeze Assistant to build custom agents and agentic automation in the agent builder by describing the agent in plain language. Breeze Assistant proposes a configuration, including goal, tools, and knowledge sources. This gives you a working starting point to review and refine, rather than configuring an agent from scratch.

For example, you can prompt Breeze Assistant "Create an agent that qualifies every new contact against our ICP criteria before a rep ever sees them". Breeze Assistant will propose a personalized setup, which you can adjust before it opens in the agent builder.

After Breeze Assistant generates a configuration, learn how to create and customize agents in the agent builder to further adjust instructions, add actions, and test before publishing.

Verträge nach HubSpot migrieren

customersupport@hubspot.com (HubSpot Support) — Thu, 23 Jul 2026 15:43:33 GMT

A Revenue Hub subscription is required to migrate contracts.

A Revenue Hub seat is required to migrate contracts.

Super Admin permissions are required to perform the migration.

Installieren Sie Workflow Vorlagen vom HubSpot Marketplace.

customersupport@hubspot.com (HubSpot Support) — Thu, 23 Jul 2026 13:43:43 GMT

Im HubSpot Marketplace können Sie Vorlagen prüfen und verwenden, um Workflows effizient oder als Ausgangspunkt für komplexere Workflows zu erstellen.