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
We have a knowledge base article on hubspot https://portal.domain.com/knowledge-base/more-info which is behind SSO. When a user tries to access https://portal.domain.com/knowledge-base/more-info they will be redirected to Microsoft Logi read more
Hey @OTanti , I see you also connected with HubSpot Support regarding this. Thank you for reaching out! To confirm, HubSpot does not offer any cust...read more
I'm trying to implemant a job card/sheet system into hubspot for a car garage / workshop. I have first created ticket properties with all the vehcile checks and options for the technicans to add photo or video to the form. (Screenshot attached). read more
Hey @John_Ford_UK , Happy Monday!
It sounds like you're on the right track with setting up a job card system in HubSpot for your car garage....read more
Hi all, I am trying to set up a workflow for sending an email from a ticket, based on a contact property value being present, but the ticket isn't yet assigned to a contact. Case: We have a custom property in contacts called "Contact compa read more
Hi @DNeal32 ,
Yes, this is possible but requires that you work with association labels in stead of a custom property: https://knowledge.hubsp...read more
Is it possible to create multiple ticket templates? For example, I want a ticket template for Onboarding and a ticket template for Support. Each to have their own properties, each being assigned to their own pipeline. Is this possible??
Hi @SKoehn ,
Yes, but it requires a Service Hub Professional or Enterprise subscription. You can find the documentation here: https://knowled...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
Hello community! We are new to using service hub in a more professional way. On my way there, I struggle with our ticketing. Before I get there, here a little background information: We are currently not separating between company and contact, sin read more
For an Asana integration we need the Company field 'Company Name' in Tickets. In according to do so we created a Workflow that copies the Company Name to a custom field 'Bedrijfsnaam' in Tickets. The thing we tried to accomplish is that every time a read more
Hi @MPesch ,
I recently outlined a solution to a very similar request here: How to copy a value from the Company level to the Ticket level
...read more
We have a couple of shared inboxes and they are used for various communications, only one of which is client support. We therefore don't want to have a ticket created for each email, but only for emails where the associated contact has a certai read more
Hi @LPedahzur ,
To confirm, you're using a conversations-based workflow to enroll conversations which are associated to contacts matching cert...read more
Hello there !
In this video, we are going to outline the best practices in relation to the following HubSpot Service Hub tools: conversations, inbox and tickets.
In the video, we discuss:
0:15 : Difference between convers read more