Service Hub Onboarding

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Solucionado
SKoehn on Junho 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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Accepted Solution
Membro do Hall da Fama | Parceiro
Junho 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...Leia mais
Solucionado
KFrost6 on 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 Leia mais
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Participante de valor | Parceiro 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...Leia mais
Solucionado
GGBEN on Fevereiro 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 Leia mais
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Membro do Hall da Fama | Parceiro
Fevereiro 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...Leia mais
Solucionado
MPesch on 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 Leia mais
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Accepted Solution
Membro do Hall da Fama | Parceiro
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 ...Leia mais
Solucionado
LPedahzur on Maio 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 Leia mais
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Accepted Solution
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
CHimmi on Dezembro 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 Leia mais
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