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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

nigeld27 on September 12, 2024

Recommendations for PSA that integrates with Hubspot

Hello, I'm not sure where to post this so I'm trying here... We are a consulting business which means our consulting team works on projects that have deadlines, they submit timesheets, they have project plans etc. Right now we are using A read more

Reply Discussion Marketplace

0 upvote

2 Replies

johnelmer

Top Contributor | Elite Partner

September 12, 2024

@nigeld27 If your requirements are to improve project management, track time and calculate utilization, a PSA may be overkill. Take a look at Mond...read more

Solved

HelBle on September 10, 2024

Automated Reply to email/ticket

Hello, I'm trying to set up an auto reply to tickets. If a ticket/email is sent to us, I'd like it to auto reply something like Thanks for reaching out, we will get back to you in X business hours and include the associated ticket number. I found read more

Reply Discussion Contacts Conversations Email Deliverability Professional Tickets

0 upvote

2 Replies

himanshurauthan

Thought Leader | Elite Partner

September 12, 2024

Hi @HelBle , To set up an auto-reply for tickets, follow these steps: Go to Settings (the gear icon in the top-right). Navigate to Ob...read more

DCopertino on September 10, 2024

How do I change the billing contact to my accounting department?

Hi, I am trying to make the accounting@ company email the billing contact instead of mine. I created a view only profile for the accounting team, but they said they didnt have access to the billing info. So i upgraded them to a sales / service read more

Reply Discussion Getting Started

0 upvote

1 Reply

kennedyp

Community Manager

September 10, 2024

Hi @DCopertino ! Welcome to the Community-- happy to have you here 😊 Great question. In order for a user to access your Account & Bil...read more

Solved

svamann on September 09, 2024

Selectively Grant Ticket Permissions in Customer Portal

I would like to allow contacts from _some_ companies to view all tickets associated to their company. Is there a way to selectively grant "view all tickets that their primary company is associated with" ticket permissions only for certain companies? read more

Reply Discussion Tickets

0 upvote

5 Replies

Jnix284

Hall of Famer

September 12, 2024

completley understand it's not an ideal workaround @svamann , especially if you have a lot of email notifications and you're not tracking the ticket...read more

LFHardy on September 09, 2024

Tracking drop off points on customer surveys

We have a number of page surveys live with customers. The reporting shows us how many people have viewed & completed the survey. But we would also like to see if they complete some questions and then give up on filling this in so we can opti read more

Reply Discussion Feedback Surveys

0 upvote

2 Replies

LFHardy

Participant | Diamond Partner

September 09, 2024

Hey @Olivia_Bagnall Yeah, I'm hoping for a way to do this within HubSpot, as the surveys feature was a key driver behind the client signing up for...read more

Solved

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

Reply Discussion Free

0 upvote

2 Replies

GiantFocal

Participant | Partner

September 10, 2024

Hi @ctorres067 , I recommend contacting live chat support for assistance with troubleshooting your settings and setup. Meanwhile, please verify ...read more