I am trying to recreate forms we currently use for our customers to fill out which will create tickets. It looks like the only way for me to do this is to use the required Ticket Property fields "Subject and Content" These are two fields that m read more
@AJohnson549 happy to help. If I answered your original query, could you accept my previous reply as a solution? I'd appreciate it and I'll of cour...read more
So we're just getting started with Service Hub, and I was pretty excited about the Help Desk (all it's weird little organisational flaws aside). We've linked two forms to the help desk, but I've been told that at no point does a customer reply actua read more
Hahaha thank you for the human confirmation-- you can never be too sure these days 😜
Are you using an internal address for your 'customer' i...read more
Hi, We want to be able to integrate a Hubspot-form to Zendesk and want an attachement to come through. We have tried to use Zapier but can't find a way to get the attachements to come through. Help anyone? 🙏
Hey friends! I'm working on a migration project to get completely off of Churnzero and onto Service Hub. I haven't been able to find any real documentation online and was curious if anyone here has moved from Churnzero onto Service Hub. What are th read more
I would like to improve service processes, and leverage HubSpot's reporting capabilities to continuously improve customer service performance Any insights, strategies, or case studies to share on optimizing service goals within the HubSpot platf read more
Hi @Susancolleman to create robust reports, it's important to create custom properties to track the information you need to align with your custome...read more
Hi @SHolzer , it sounds like you need to configure the inbox settings - here's the link to the knowledge base about setting up the fallback email a...read more
Hello- We are launching hubspot for quoting and we are loading all of our products to hubspot. We we would love to be able to give our custoemrs access to our pricing through the customer portal as well as allow them to track their orders(note - read more
Hi, I'm trying to set up a support pipeline view so that all agents see the same views, with the same filters on them. I can save the view and then they add it to their pipeline board but I'm looking for a way that I can set it up as an adm read more
Hi @PPuri8 ,
Thank you – that makes sense. You can't make this the default for all users but you can share it with them and they can make it t...read more
Hi, We are in the process of migrating to Hubspot. One of our existing workflows is: 1) Once we have responded to a customer, we will wait 24 hours before sending them a follow up, asking if anything is outstanding and letting them know that if we read more
@KFrost6 would a CES survey work for this? It might take a little rethinking on your current process, and might include closing the ticket to tri...read more
We are moving from Zendesk and currently have all users assigned to the same outbound phone number. This is ideal because then all clients have the same number for our support line, business cards are simpler, etc. I'm not seeing a way to do this in read more
Hello @erinwawok , thank you for posting in our Community!
The process for registering a phone number is user-specific; while multiple users ...read more
Hi HubSpot community, I am in charge of the customer success strategy of a company that uses both marketing and service hubs professional. However, it seems we are having misunderstandings with our agency and I would like to clarify somethin read more
Hi @TobiasW ,
This depends on your exact setup. Theoretically, what you're describing could be configured in various ways. I'll try to answer ...read more
Hi, I am working with Tickets in Hubspot, and I need to create a ShortCut Story (ShortCut is similar to Asana, Clickup, etc) from a ticket. Unfortunately the inline images are provided to Zapier in the description field with a [CID:image001.png@### read more
OK thanks, at least we are now aware of this limitation, that pasted/inline images cannot be accessed outside of Hubspot. Annoyance is not really...read more