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Customer Success & Service

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Using custom code to change ticket company association
- Here is my scenario. I have some tickets which will come in with a company code in the subject line. example: 411 some text [zipele] I have the need to change the primary company association based on the text within the []. I have written custom code to pick out the appropriate text "zipele", in this ezample. What I need assistance is with looking this company code up in the companies module (it will match a custom field on the company) ...read more
My lefthand side contact panel details aren't showing
- Hi, I have set up my HS and noticed the first few contacts I manually entered showed more details in the left side along with the actions link and the little cog. This is no longer showing with new contacts being manually added. Does anyone know why and how to fix this? ...read more
How do I set up a workflow that changes a field based on inbound/outbound e-mail?
- In Hubspot HelpDesk you can use the built-in workflows to change the status of a ticket based on inbound/outbound e-mail. What I want to do is just set a property, "Waiting on", where the value is set to "Us" when an inbound mail is recieved on the ticket and to "Client" om any outbound mail on the ticket. The default workflow cannot be edited(?) and I struggle to find the proper triggers to replicate the workflow. I basically only wan ...read more
HubSpot Support for Hotkeys/Keyboard Shortcuts
- Hello HubSpot Team, First off, thank you for the great work you do every day. I am aware that you currently don't have hotkeys/keyboard support. I wish to suggest you include hotkeys where possible, specially the more intuitive ones that are expected to work. One example of basic shortcuts that should work is when you check some Tickets to delete them, having the "del"/"supr" key do the job instead of clicking the "delete" button ...read more
Tickets Created from Inbox, Calls, and Personal Conversations from non-connected channels
- I recently connected three channels - two forms linked to the help desk and one connected inbox. The forms are set to create tickets, the inbox is not. The forms are working just fine, but I'm having some issues with email and a HS phone number: 1. I've noticed that if someone emails a contact from their personal account email (not the email connected the Inbox), that a ticket is being created - how do I stop all conversations with contacts ...read more

Solved

JLopes7 on October 11, 2024

Files tool has disapeared from my Library tab

I am new here so if this is not the right place to post this question please let point me to the right discussion topic 🙂 I have a free account and the files tool vanished from my UI, it's not in the Library Tab, I have checked everywhere and c read more

Reply Discussion Free

0 upvote

4 Replies

Jnix284

Hall of Famer

October 12, 2024

you're welcome @JLopes7 and no worries at all, I agree that it should be easier to access and am not sure why they removed the link from the naviga...read more

HelBle on October 11, 2024

Missing Resurvey Contact Criteria Options?

Hello, I am creating a CSAT email Survey and want the CSAT to send to every email sender we get as long as they have not recieved a survery within the last 72 hours. However, I seem to be missing the criteria selection that the online guides indic read more

Reply Discussion Analytics Tools

0 upvote

1 Reply

mzuger

Member

October 12, 2024

@HelBle surah yaseen pdf wrote: Hello, I am creating a CSAT email Survey and want the CSAT to send to every email sender we get as long as the...read more

Solved

MPalmer6 on October 11, 2024

Getting sent notifications when team members complete a task

Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel read more

Reply Discussion Workflows

0 upvote

4 Replies

MPalmer6

Contributor

October 11, 2024

Yes I think that is right, as the process would be after the welcome email has been sent - create new task for ticket owner - to do the next steps. ...read more

fitover30plus on October 11, 2024

Adding Tracking Code To Canva

Hello, is it possible to add my hubspot tracking code to my canva website? i cant find any info anywhere?

Reply Discussion best practices

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 11, 2024

Hi @fitover30plus , Generally, you would follow these steps: https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code C...read more

Solved

JBrookes9 on October 10, 2024

Some files are unavailable for some customers

Hi There, Our website hosted on HubSpot is currently down, the status page for HubSpot https://status.hubspot.com/ states everything is operational however we have a message in our console; "Some files are unavailable for some customers Some read more

Reply Discussion Website Pages

1 upvote

3 Replies

JWingate2

Guide | Elite Partner

October 10, 2024

@JBrookes4 , I am seeing a partial outage on my end. Sometimes it takes HubSpot a little bit to update the information especially when they ...read more

JPair on October 10, 2024

Why Is My Idea Not Appearing in My Profile?

When I create an idea but it doesn't appear in the profile, what is the reason? __________________________________

Reply Discussion Starter

0 upvote

1 Reply

kennedyp

Community Manager

October 10, 2024

Hey @JPair ! New threads and comments to the Ideas Forum are moderated and approved by the Community Team. Typically these posts can take up to 24...read more