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John_Ford_UK on June 10, 2024
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
Community Manager
June 10, 2024 17:29
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
Solved
DNeal32 on May 21, 2024
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
Accepted solution
Hall of Famer | Partner
May 21, 2024 23:59
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
Solved
SKoehn on June 06, 2023
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??
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 06, 2023 10:44
Hi @SKoehn , Yes, but it requires a Service Hub Professional or Enterprise subscription. You can find the documentation here: https://knowled...read more
Solved
KFrost6 on April 05, 2023
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
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Elite Partner
April 07, 2023 14:37
@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
Solved
GGBEN on February 22, 2023
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 23, 2023 00:47
Hi @GGBEN , @GGBEN wrote: Can creat tickets from conversations and assign them to companies? Yes, if you have a conversation without...read more
Solved
MPesch on August 15, 2022
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
August 15, 2022 05:38
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
Solved
LPedahzur on May 05, 2022
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
Accepted solution
Hall of Famer | Partner
May 06, 2022 00:37
Hi @LPedahzur , To confirm, you're using a conversations-based workflow to enroll conversations which are associated to contacts matching cert...read more
CHimmi on December 15, 2021
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
1 upvote
0 Reply
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