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Customer Success & Service

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Inbox view for conversations not associated with a ticket
- Is there a way to create a view of conversations NOT associated with a ticket? ...read more
What are the default ticket ownership rules.
- Hello, In our instance when a Ticket is created from anywhere, the Ticket Owner is defaulted to the Ticket creator. I am keen to understand if this is ootb behaviour or will there be a WF setting this? We don't want the Ticket owner to be set automatically, we want the ticket to not have any owner so a service user can pick an unassigned ticket out of the pipeline and assign it to themselves manually. We are on Service Hub Enterp ...read more
Users unable to select ticket status in Help Desk
- I'm stumped. All users have Service Hub license. All users' Permission Set for Tickets includes permission to "Edit All Tickets" The "Ticket Status" property is set to " Everyone can view and edit". Pipeline rules do not restrict Ticket Statuses in any way. YET...only 1 of my users can select a ticket status - for the other users, Ticket Status is greyed out. What am I missing? ...read more
Set up Auto-reply email on inbound ticket
- Hello, We have a "privacy@" email address where we get emails from people who are not contacts and will never be contacts. I just need a way to always send an email automatically from Hubspot confirming that we have received the email. I tried setting up a workflow automation whenever a ticket, however, I'm seeing this "alert" that only "marketing contacts can receive this email"? What does this mean? These are inbound emails from peo ...read more
Create a list of contacts associated with tickets
- Does anyone know of a way to automatically add contacts associated with tickets to a static list? In workflows, I haven't found an association between tickets and contacts. ...read more

ctorres067 on September 06, 2024

I did not receive the verification code in my inbox.

Hello, I've been attempting to verify my Google email integration with HubSpot, but I'm not receiving the verification code in my inbox, spam, or trash folders. I've followed all the instructions in this article, but I'm still having no luck: read more

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Isabel_c on September 06, 2024

HubSpot Member Area, Firebase, Product Board via SSO

Hi All, We are creating a member area page on our website wherein this page includes all the member only portal such as the Customer Portal, Community, Exclusive support, KB and etc. We currently use the firebase as the main database tool fo read more

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Lekov on September 06, 2024

my website is facing the following error "This page is unavailable."

Hello guys, I've already followed the correct steps to set my domain/subdomain as i am using the free hubspot plan to test the service. I set the correct records with the hosting provider: Even though the redirect is correct when i load ai read more

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Lekov

Member

September 06, 2024

this is my first time. currently it is being publicated at: https://ai-by-lekov-145268342.hubspotpagebuilder.eu/%D0%B0%D0%BA%D0%B0%D0%B4%D0%B5%D0%B...read more

ETvelia on September 05, 2024

Tickets & Softr Integration

Hello! I am wondering if anyone has any tips for the following integration in Softr to build a client portal: How to show the ENTIRE ticket thread if there are multiple replies/back and forth on the same ticket How to make it so that clients can read more

Reply Discussion Integrations Professional Tickets

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BérangèreL

Community Manager

September 06, 2024

Hi @ETvelia and welcome! 🎉 We are so glad to have you here! Thank you for asking, that's exactly why the Community is here for! Just to make...read more

NamV on September 05, 2024

User registration for Knowledge base

So here's what I'm trying to do, but doesn't appaer to be working 1) Have a private knowledge base that is tied to an access group. 2) Create a form that the user will fill out saying they want to access the knowledge base 3) Dynamic access gr read more

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NamV

Member

September 05, 2024

Hi Kennedy, Thanks for the warm welcome. Yes I would like to be able to have a registration email sent to the user as soon as they qualify to th...read more

Solved

Dogtag89 on September 05, 2024

Moving a channel from Help Desk back to conversation inbox

Hi, I am about to migrate one of our shared email channels over to the Help Desk, but I was wondering if it was possible to migrate back to the Conversations inbox. The team is just getting used to the Conversations inbox, and I hope a move to the read more

Reply Discussion Conversations Service Tickets

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KhushbooRevOps

Member

September 05, 2024

Hi @Dogtag89 ., Yes, you can move a shared email channel from the Help Desk back to the Conversations inbox in HubSpot. If your team finds the He...read more