CRM

The Outcome for a Call is really easy to update in the Activity list for a record (e.g., Deal or Ticket). You simply find the Call then click Select an outcome directly in the Activity list and choose an outcome (e.g., Connected). Two clicks. ...

Hi all It's been a couple of weeks since a customer advised she wasn't able to see tickets on her customer portal but we do not know why. We have no other customers with the same issue and don't understand why this is happening, by any chance someo...

Hi! I need to create 1 ticket for each line item associated to a Deal. Is it possible throuhg workflows?

Hi All, Just wondering if there is a way to send an automated response on tickets received on CRM which will also show on the thread. I've tried and tested automated responses however it doesn't show on supports' end that an automated respon...

We are attempting to update contacts via the email property rather than ID using a private app connection on Contacts API v3 . We can successfully make the call with the actual contact ID, but receive an error when attempting with email. T...

Hi Dear, Does anyone know if there is any way to create validation in custom fields (properties), for example in a certain pipeline, when moving the card some fields may be mandatory, but I wanted to put an exclusive valid for each field, how no...

We are a SaaS business using HubSpot (Enterprise) for Sales, Marketing, and Customer Service. I'm looking for input on best practice for documenting special agreements and discounts in HubSpot. For example: a customer is paying list price for t...

Hi, we have many orders for different customers that come from just 1 email-address. Each of these mails containg 1 attachment with the acutal purchase order. Currently the plan is to process these orders in tickets pipelines, but it seems the wo...

Hi I hope someone may be able to help with this. We have a support pipeline that automatically sends a satisfaction survey when the ticket is marked as closed. However some of the support doesn't need this ticket to be sent, e.g a routine passwo...

Hello HubSpot community, I have created custom properties for Contacts and Tickets where I intend to store an uploaded file/attachment. I cannot directly upload the file when creating the Contact or Ticket via API. Is file upload for Contact...

We have created a new automated email template to use for sending emails from a Ticket created as the result of an workflow. We have done this several times before without issue and once published the email template appears when you click the templ...

Hi. I would like to see a coulmn "Associated Deal" in the Ticket View. At the moment there is "Associated Contact" and "Associated Company" available. Additionaly a Filter would be nice for Contacts, to show Contacts with "associated Tickets...