When it comes to synchronizing HubSpot Properties, maintaining consistency across various HubSpot objects can often be a manual process, leading to confusion. That's where the PocketKnife steps in; you can use the " Sync Properties " feature. ...
Hi! I am looking for a way to list out and download all the attachments associated with Ticketid using Python API. Can someone please guide me through how to do this?
Hi Community, I am trying to build a workflow where I need to get a slack notification when a contact is associated to more than 3 tickets from a specific ticket pipeline. Is there a way to build a calculated property using above logic or c...
How do you manage ownership rotations for deals, leads, or contacts? 🔁 This can become challenging when team members go on vacation or take a leave of absence. Should you update workflows manually, or is there an automated solution available? ...
Hi, I am trying to create a report that shows a COUNT of the open tickets (status) each month. So right now I know I have 316 open tickets. But I cannot plot it by time/date. For example Last week I may have had 323 tickets open. I can see...
We have a need to create a ticket once a deal enters a certain deal stage. Is this possible and if so which license level is needed? We only have Sales Enterprise.
Each week my team receives a list of users who have left the company. I create a parent ticket representing the week's terminations, as well as a child ticket representing each user. Each of the child tickets is assigned amongst my team. When ...
Hi there, We have experienced an issue where a company name ticket search is missing one ticket registered in the same way as multiple tickets that do show under the same search. It does however appear when you search the contact name, as do all ...
Is there a way to manage the order in which Ticket & Deal associations appear within an association card of the Contact and Company records? It would be nice to be able to order the way that they appear in the association card by Ticket S...
Hi all! We receive emails from a partner regarding documents for our contacts. The contacts name is mentioned in the subject of the email (Example: "Documents regarding Jon Doe"). Currently we have to associate these mails to the right contact ...
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. ...