CRM

I have hubspot set up to automatically create tickets from emails into my Support Inbox, this works great up until it comes to the ticket catagory. This is not automatically assigned and when I am in my Inbox I can't see Catagory withing the Ticket ...

Hi HubSpot Community, I’m looking for a way to restrict the options in the Ticket Owner dropdown so that it only displays users who are part of a specific team. In our ticketing pipeline, it would be great if team members could only see and assig...

Is there a way to send notifications to ticket owner and other designated users when a ticket has been stuck in a stage for longer than a certain amount of time?

Hallo Team, ich überarbeite aktuell unsere Onboarding Pipeline. Tickets werden automatisch nach dem Ausfüllen eines Formulars erstellt und landen in der Phase 1 Open. Dabei wird ein Workflows getriggert und die Tickets in der Onboarding Pipelin...

We use Hubspot as a ticketing system so our users can email us at "support@ourdomain.com" and it creates a ticket in hubspot. We can reply to these tickets through hubspot and the user receives the reply from "support@ourdomain.com". They ca...

Hello HubSpot, My team often attaches the documents from a ticket to the client. Our previous CRM offered an "attach to response" button that added the document to our email with the client. This was very time-saving and helpful. Is ...

Hallo Team, ich baue gerade eine neu Version unserer Onboarding Pipeline auf und will dabei mit Ticket Tags arbeiten. Ich öffne ein neues Ticket in der Onboarding Pipeline. Dieses ist einem Unternehmen zugeordnet. Dem Unternehmen ist nun ein...

Hello! Could anyone assist with a workflow to add custom objects to tickets based on association labels? One of the pipelines my team uses is to add new students to teachers' classes. I've created a new association label for "Teacher" that associ...

Hi everyone, posting because I couldn't find an answer to this online or in the forums. I looked through all the permissions as well, and I couldn't discern any one that's specific to this feature. What is the permission for editing the 'Create ...

How do I set up that a ticket that has been replied to when first started, that after a week of no reply when active, a notification can appear to our team.

Hello, I'm facing a situation where I cannot see notes from one of my colleagues in tickets. I can see a note was added, but if they do not tag me in the note, the note is not visible to me when I open the ticket. Is this an autho...

Hello, i have a question about "how could we use a random code-list without creating or useing a property?" For some exhibitions you can get a voucher to "buy" a free ticket. For example: We got 5.000 random codes (in a excel sheet) from the ...