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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) ...Leer más
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? ...Leer más
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 ...Leer más
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 ...Leer más
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 ...Leer más

JLopes7 en Octubre 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 Leer más

Responder Conversación Free

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1 Respuestas

Jnix284

Miembro del salón de la fama

Octubre 11, 2024

Hi @JLopes7 , I can confirm that Files are not accessible via the Library menu in a free account. I believe the logic here is that ...Leer más

HelBle en Octubre 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 Leer más

Responder Conversación Analytics Tools

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Resuelta

MPalmer6 en Octubre 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 Leer más

Responder Conversación Workflows

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4 Respuestas

MPalmer6

Colaborador

Octubre 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. ...Leer más

fitover30plus en Octubre 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?

Responder Conversación best practices

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1 Respuestas

karstenkoehler

Miembro del salón de la fama | Partner

Octubre 11, 2024

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

Resuelta

JBrookes9 en Octubre 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 Leer más

Responder Conversación Website Pages

1 Me gusta

3 Respuestas

JWingate2

Guía | Partner nivel Elite

Octubre 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 ...Leer más

JPair en Octubre 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? __________________________________

Responder Conversación Starter

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1 Respuestas

kennedyp

Administrador de la comunidad

Octubre 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...Leer más

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Customer Success & Service

Recursos principales para Customer Success & Service

Using custom code to change ticket company association

My lefthand side contact panel details aren't showing

How do I set up a workflow that changes a field based on inbound/outbound e-mail?

HubSpot Support for Hotkeys/Keyboard Shortcuts

Tickets Created from Inbox, Calls, and Personal Conversations from non-connected channels

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