CRM

Dear HubSpot Support Team, Our team uses HubSpot extensively, and Snippets are a critical tool for logging Notes and Activities on Tickets, essential for maintaining efficiency and consistency. We are high-frequency users of this feature. We...

Hello HubSpot Support Team, I would like to check if there is a way to configure Ticket properties to achieve the following scenario: In the Ticket, I want to create a property where I can select multiple options (for example: different brand cod...

Hi all - I'm new to hubspot. Is there a way to remove "Closed on [date]" in the Ticket/Associated Ticket card in Deal/Company object view? Or is there a way to update the term from "Closed on" to "Close Date:" like in Deal card? We have seve...

Hello, Our current Help Desk set up feels wonky. A customer opens a ticket via a form submission on our website or through the customer portal. An email is auto generated and sent to them to confirm we recieved the ticket - which creates the...

Hello, When we enroll more than a certain number (?) of tickets in a workflow the counter on the workflow stage gives us an indication that the count is approximate. Unfortunately, this makes it almost useless. We would love for that...

Is there a way to Filter a Tickets View by Associated Deal? I see options to filter by, "Associated Company", "Associated Contact", and "Associated Record", and I am able to create a column (in the "List View") but I am not able to Filter Tickets by...

Im using the free a account and there are two properties created by me and i can not at all delet them ( the deletion icon is not there!!! only the save ) Please assist!

Hi there, Our team has reported some confusion caused by the filter options showing ticket statuses and deal stages from multiple pipelines. Logically, when viewing Pipeline A and applying a filter for Ticket Status or Deal Stage, only the o...

When bulk editing objects if making changes on more than one property it can be really time consuming as you need to reselect all the objects again after each edit. For example, If I go to the tickets screen and select 10 tickets, Then press ed...

Ticket Workflow creates a deal based on a field's value. If the wrong contact is on the ticket, it moves it over to the deal and associates all the emails from that contact until the issue is caught. I can't find a way to remove all the emails wit...

It looks like I can change ticket record views based on teams, but is there a way to do it based on the pipeline the ticket is in? We have multiple teams with overlap between pipelines. I feel like this is obvious and I'm just missing it.

Hi I'm trying to associate a ticket created through a workflow. However, my ticket properties has to direct matching values with my custom object - only indirectly through Contacts or Companies. I've tried modelling it in the screenshot appended he...