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SKoehn en Junio 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??
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Miembro del salón de la fama | Partner
Junio 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...Leer más
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KFrost6 en Abril 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 Leer más
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Miembro estimable | Partner nivel Elite
Abril 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...Leer más
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GGBEN en Febrero 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 Leer más
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Miembro del salón de la fama | Partner
Febrero 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...Leer más
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MPesch en Agosto 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 Leer más
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Miembro del salón de la fama | Partner
Agosto 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 ...Leer más
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LPedahzur en 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 Leer más
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Miembro del salón de la fama | 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...Leer más
CHimmi en Diciembre 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 Leer más
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