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Customer Success & Service

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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 Accelo to managing the consulting business. Long-story-short: We do not like it and are looking to change it. I am trying to find a Hubspot Marketplace partner where our consultants can manage pro ...read more
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 some old asks for this and it looks like that feature may have been depreciated? Is there still a way to use this? ...read more
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? It seems this is a global setting that can only ever be activated for every company or none... Background: For some of our customers our main contacts would like to see all open support tickets ...read more
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 reply to tickets in the portal I'm not sure if this is possible, but it seems like it must be. The Softr support team hasn't been overly helpful, so wanting to see if anyone here has any tips or exp ...read more
Related Articles and Search Bar
- Hello! Im new to the knowledge base, and im looking to do a few things ive spotted HubSpot do on their own help site. 1) Related articles. Is there any way to turn this on or code it, similar to here... Connect HubSpot and QuickBooks Online 2) Remove search bar from middle of page. I want to remove the bar when a user is in an article, like HubSpot do Thanks in advance! ...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

4 Replies

JessicaBaskey

Member

September 13, 2024

Hi Nigel, Scoro might be a good alternative for you: https://www.scoro.com/marketplace/hubspot-integration/ Have you considered that befor...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