Skip to content

UTILITY APPS

hapily resources

Find resources here for Associ8, Clone Attack, and other hapily utility apps.

UTILITY APPS

Associ8, Clone Attack, and more

Navigating Complex CRM Challenges: AttriX's Success with Associ8

Navigating Complex CRM Challenges: AttriX's Success with Associ8

Learn how AttriX overcame complex CRM challenges with Associ8, transforming their customer management processes. Discover the strategic adv...

3 Reasons You Need Associ8’s Label Peeler

3 Reasons You Need Associ8’s Label Peeler

Associ8's label peeler can remove any unwanted association labels from HubSpot records! Here are just 3 different ways to use it.

3 Ways Unassoci8 Will Elevate Your HubSpot Game

3 Ways Unassoci8 Will Elevate Your HubSpot Game

Associ8's Unassoci8 feature allows you to remove unwanted associations from HubSpot records. Here are 3 reasons you need it!

How to Associate Recurring Deals To Their Original Deals in HubSpot

How to Associate Recurring Deals To Their Original Deals in HubSpot

Wish you could automate recurring deals to their original deals in HubSpot? With Associ8, this is now possible! I'll show you how.

Automatic Same-Object-Type Associations With Associ8

Automatic Same-Object-Type Associations With Associ8

Not that HubSpot allows objects of the same type to be associated, Associ8 can automate the process for you! Here's how it works.

How HubGem is Using Tick Tock Today for Education Clients

How HubGem is Using Tick Tock Today for Education Clients

Our friends over at HubGem wrote a blog post on Tick Tock Today recently. Check out the rundown in this post then give it a read!

How to Filter HubSpot Tickets In the Customer Service Portal

How to Filter HubSpot Tickets In the Customer Service Portal

Ever wanted your customers to be able to filter tickets in HubSpot's customer portal? With the Customer Service Portal app, this is possibl...

Associating HubSpot Contacts to Records That Aren't Created Yet

Associating HubSpot Contacts to Records That Aren't Created Yet

If you find that HubSpot records are entering your Associ8 workflow before there are objects to associate them to, there's a workaround! I'...

Associating Accounts to Agencies In HubSpot Using Associ8

Associating Accounts to Agencies In HubSpot Using Associ8

I had a recent use case pop up where a user needed to associate Account objects to Agency objects in HubSpot. I used Associ8 to get the job...

How to Add Your Personal Brand to the Customer Service Portal

How to Add Your Personal Brand to the Customer Service Portal

Ever wished you could add company branding to the customer portal in HubSpot? With the Customer Service Portal app you can! I'll show you h...

Associating Companies to Solution Spaces Using Associ8

Associating Companies to Solution Spaces Using Associ8

If you need to associate a company to a specific solution space (or any other object), Associ8 can help! I'll show you how it's done.

Associating Branch Contacts to the Company Object In HubSpot

Associating Branch Contacts to the Company Object In HubSpot

If you've divided a company into smaller branch objects in HubSpot, you can associate the branch's contacts to it using Associ8! I'l show y...

How hapily Optimized Its Database Connections

How hapily Optimized Its Database Connections

Our development team learned a great way to manage AWS Lambda connections! Here's the full story!

How to Hide Tickets From A Client's View In the Customer Service Portal

How to Hide Tickets From A Client's View In the Customer Service Portal

The Customer Service Portal allows you to hide certain tickets from your customer's view! We'll cover how to do so using the app's Ticket H...

How to Automate HubSpot Object Duplication Using Clone Attack

How to Automate HubSpot Object Duplication Using Clone Attack

Clone Attack can automatically duplicate HubSpot records for you! How? I'll show you how!

Clone Attack Technical Deep Dive

Clone Attack Technical Deep Dive

With Clone Attack, you can duplicate HubSpot records in just a few clicks! In this blog, I'll cover how to do so an provide additional reso...

Tick Tock Today Technical Deep Dive

Tick Tock Today Technical Deep Dive

Want to know how Tick Tock Today works? I'll show you! In this post, we'll cover how to use the app to create a today's date property in Hu...

How To Enable Associated Object Types In HubSpot For Associ8

How To Enable Associated Object Types In HubSpot For Associ8

If you find there are no options to use in Associ8's Associated Object Type field, you may need to enable some association types! I'll show...

How the Associ8 Summary Works

How the Associ8 Summary Works

If you need a crash course on how to track your object associations with Associ8, you're in the right place! I'll show you how to use the A...

What To Do When Asked To Login While Using Clone Attack

What To Do When Asked To Login While Using Clone Attack

If you've ever encountered the hapily log in screen when trying to use Clone Attack, this is the blog post for you! I'll show you how to tr...

How to Calculate the Time Left In A Subscription Using Tick Tock Today

How to Calculate the Time Left In A Subscription Using Tick Tock Today

Ever wanted to calculate much time is left in one of your Zaybra subscription records? Using our new app, Tick Tock Today, we can make it h...

2 Ways to Change Your Password In the hapily Admin Portal

2 Ways to Change Your Password In the hapily Admin Portal

Need to change the password for your hapily admin portal? Look no further. I'll cover both methods to changing it in this blog post!

How to Add Labels to Cloned HubSpot Objects Using Clone Attack

How to Add Labels to Cloned HubSpot Objects Using Clone Attack

Wouldn't it be nice if your duplicate HubSpot records were labeled as duplicates? With Clone Attack, we can make this happen automatically!

Use Time Between Calculated Properties as Personalization Tokens (Feat. Carter McKay's brain)

Use Time Between Calculated Properties as Personalization Tokens (Feat. Carter McKay's brain)

There's a way to use time between calculated properties as personalization tokens! Let's find out how!

How to Install / Uninstall hapily Apps

How to Install / Uninstall hapily Apps

hapily offers a wide variety of different apps to use in HubSpot! Let's take a look at how to install or uninstall them!

3 Ways You Can Utilize Tick Tock Today in HubSpot

3 Ways You Can Utilize Tick Tock Today in HubSpot

Now that you know how to use Tick Tock Today, what can you do with the information it provides? I'll show you 3 different examples!

How to Track How Long It’s Been Since An Event Using Tick Tock Today

How to Track How Long It’s Been Since An Event Using Tick Tock Today

Ever needed to track how much time has passed since an event? With Tick Tock Today and HubSpot, we can make that happen!

How to Create a Time Between property In HubSpot Using Tick Tock Today

How to Create a Time Between property In HubSpot Using Tick Tock Today

Ever needed to automatically calculate how much time is between two dates in HubSpot? With Tick Tock Today you can! I'll show you how it's ...

How to Calculate a HubSpot Contact’s Age Using Tick Tock Today

How to Calculate a HubSpot Contact’s Age Using Tick Tock Today

Using Tick Tock Today, we can can calculate and update a contact's age in HubSpot! I'll show you how.

How to Block Contacts From Your Customer Service Portal

How to Block Contacts From Your Customer Service Portal

Sometimes you have to block a contact. With the Customer Service Portal, this is quick and easy! I'lll show you how it's done.

What You and Your Customers Will See On the Customer Service Portal

What You and Your Customers Will See On the Customer Service Portal

Ever wondered what the Customer Service Portal looks like for you and your customers? Look no further! I'll show you the difference between...

The Native HubSpot Portal Vs. the Customer Service Portal

The Native HubSpot Portal Vs. the Customer Service Portal

The Customer Service Portal offers a wide variety of features not found in the native HubSpot portal. I'll show you!

How to Create a Power Contact in the Customer Service Portal

How to Create a Power Contact in the Customer Service Portal

The Customer Service Portal allows contacts to view all company tickets! How? With the Power Contact feature. I'll show you how it works.

How to Invite Contacts to Your Customer Service Portal

How to Invite Contacts to Your Customer Service Portal

If you're using the Customer Service Portal, you'll want to invite as many customers as you can to create an account! Here's how.

How to Customize Ticket Columns in the Customer Service Portal

How to Customize Ticket Columns in the Customer Service Portal

With the Customer Service Portal, you can customize the columns that customers see on their side! I'll show you how it's done.

How to Bulk Unassociate Objects in HubSpot Using Associ8

How to Bulk Unassociate Objects in HubSpot Using Associ8

Associ8 allows you to bulk undo associations made through the app. It's super easy too! Let's find out how.

How to Associate Custom Objects in HubSpot Using Associ8

How to Associate Custom Objects in HubSpot Using Associ8

Using Associ8, you can make associations for custom objects! Check out this example workflow to learn how.

How to Assign Tickets to Business Profiles Via Workflow

How to Assign Tickets to Business Profiles Via Workflow

With Timerman, you can create business profiles for your various time zones and assign them to tickets via workflow. I'll show you how it's...

Finding Your Niche in HubSpot

Finding Your Niche in HubSpot

There's no end to the use cases HubSpot users can encounter. So why not make content about them to show you're an expert?

How to use the hapily Admin Portal

How to use the hapily Admin Portal

Need a crash course on using the hapily admin portal? Look no further! I'll show you everything you need to know.

Simplifying Tax Breakdown for Subscription Services Quotes

Simplifying Tax Breakdown for Subscription Services Quotes

Learn the benefits of providing efficient tax breakdowns in quotes for subscription services. Enhance customer satisfaction and streamline ...

Organize Your SaaS Business: Managing Multiple Stripe Accounts

Organize Your SaaS Business: Managing Multiple Stripe Accounts

Discover why managing multiple Stripe accounts can help SaaS companies organize different services more effectively. Learn how this strateg...

Why Offering Multiple Payment Options Boosts Your Business

Why Offering Multiple Payment Options Boosts Your Business

Learn about different payment methods, their benefits, and how they can expand your customer base. Explore insights on increasing conversio...