Customer Success & Service

Top Resources for Customer Success & Service

    • 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
    • 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
    • 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
    • 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
    • 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

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HGupta9 on October 15, 2024
Hi Community, I hope you are all well. I might be asking a silly question. I am trying to delete a NPS score rating that one of our client didn't mean to give and was purely an error. For some reason I cannot find a way to get to remove a read more
Solved
CGraham44 on October 15, 2024
When I restrict the Ticket Status to Open on the Create Ticket I can still see all the status with You can bypass the pipeline rule set here on the Create Ticket Form. I want to set the Create Ticket Form to Open only, once in the ticket they read more
0 upvote
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Participant
October 15, 2024
Perfect thank you! I'm a super admin so this is why I could see it 🙂
will4 on October 15, 2024
Trying to publish a new version of our app where the only change is enabling advanced scope settings, no other changes made. Unable to save the changes due to the error message "An application with that name already exists" preventing us clicking th read more
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IsaiahSynkwise on October 14, 2024
The way the chat widget works might not be how everyone wants to use it, as you are limited in how you trigger the chatbox or the widget to appear. The user can always be on the URL, but what if you want to make the chatbox appear when the user read more
Community Manager
October 15, 2024
Hi @IsaiahSynkwise and welcome to the Community! We are thrilled to have you here! I love you asked this question, thanks! I'd like to share th...read more
Solved
JSmith252 on October 14, 2024
Is it possible to add/switch these dropdowns
Hall of Famer | Partner
October 14, 2024
Hi @JSmith252 , No, this part of the user interface cannot be configured. If you have strong feelings about something to be added, you can req...read more
JoshVe on October 14, 2024
We want to display in KB articles which type of subscription this article apply for, perferabbly on the top. Something like : This article applies for "Subscription, 1, 2 and 3" Now i know we can write it as a text, the quetion if there is read more
Contributor
October 15, 2024
Hi @Gaurav_Aggarwal thanks, what i am looking for is more visual representation within spesific article for the people to know for which subscripti...read more