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Top Resources for Service Hub

  • Linking calls on a ticket to a deal

    • Hey folks. All our tickets are linked to an associated deal, on a one-to-one relationship. When I log a call on a ticket, I would like it so that the call is also associated with the deal. This way we dont have to go hunting for information. Is there a way to do this automatically for all calls on all tickets? I know that its possibly to manually associate a single call to a deal, but that is manual and subject to human error. Co ...read more

  • Categories for Service tickets

    • So I am not new to hubspot I have implemented a number of solutions using CRM, CMS and Marketing for other companies before. I am now in a new company and was pleased to see they are already using hubspot when I arrived. They currently use it for CRM and Marketing, but use another tool for service. (Happy Fox) I thought it makes perfect sense to use the inbuilt service desk in Hubspot so started looking into it I have immediately hit the follo ...read more

  • Why do associated conversations stay open when tickets are closed?

    • We are noticing that the conversation connected to a ticket has to be manually closed. Is there an automated way to do this? ...read more

  • HS created ticket Vs Customer portal ticket

    • Hi all Agin new in HS and I could not find an answer in the community forum. In some cases, customers are sending an email to our support address. 1. I want to set an automatic ticket creation out of that, How 2. Will HS recognize the customer details and organization based on the sender's email address and add that to the case? Thanks Omer ...read more

  • Conversation Owner - Accepting or Declining assignment.

    • Hi I am not sure if this is the correct place to post this so let me know if I did not and I will move this post under the correct group->subgroup. We have a customer inquiry form connected as a channel under conversation. When a form submission (lead) comes into the inbox, department managers assign the lead manually by setting the conversation owner. So far so good. However, a requirement has come up where the conversation owner sho ...read more

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ULeonardo on September 22, 2023
Our HubSpot Account disappear
One of our company's employees, (a HubSpot account administrator), had a personal meltdown, and it appears that he erased our HubSpot account or he erased all the team from it– a big mess! Can I send the case to an email address for further review? read more
Reply Discussion Starter
0 upvote
1 Reply
Jnix284
Thought Leader | Diamond Partner
September 22, 2023
@ULeonardo I'm very sorry this happened to you! I don't know what the recovery options are, but it would require reaching out to HubSpot Support di...read more
KSweeney27 on September 22, 2023
Service Ticket - Only show certain status options based on category
Is there a way to only show certain ticket status options based off the category of service ticket selected? Example: Service Ticket Category Options: New Order Inquiry Custom Order Inquiry Customer Complaint Ticket Status Options: read more
Reply Discussion Professional Service Tickets
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
September 22, 2023
@KSweeney27 the latest comment by the product team on that thread is from March 2023.
DAndrione on September 21, 2023
Clear the CTA info
Hello Is there's a way to clear the property that store the clicked CTA? Ive Support tickets that send mail with 2 CTA for select the severity. It works fine. The problem is that if a new ticket is open hubspot store the previous CTA answer and up read more
Reply Discussion Professional
0 upvote
10 Replies
karstenkoehler
Hall of Famer | Partner
September 23, 2023
Hi @DAndrione , What I've drafted above would work like you described. There would be one workflow for the SEV1 CTA click, another for the SEV...read more
JSalter-Duke on September 21, 2023
Linking calls on a ticket to a deal
Hey folks. All our tickets are linked to an associated deal, on a one-to-one relationship. When I log a call on a ticket, I would like it so that the call is also associated with the deal. This way we dont have to go hunting for information. read more
Reply Discussion Professional
0 upvote
1 Reply
DianaGomez
Community Manager
September 21, 2023
Hi @JSalter-Duke , Thank you for the inquiry. I'd like to involve some of our experts in the conversation to review whether they have a...read more
DBlackbeard on September 21, 2023
Fluent Forms Contact Creation
Hi, Thanks in advance for the assistance We were previously using Ninja Forms and our process worked perfectly as so: 1. Website visitor would submit the form 2. An inbox message in Hubspot would be created as well as a contact 3. The read more
Reply Discussion Starter
0 upvote
1 Reply
PamCotton
Community Manager
September 21, 2023
Hello, @DBlackbeard thank you for posting in our Community and sharing more about your goal! Was this happening before when you had Ninja forms i...read more
Parvind on September 20, 2023
LinkedIn 'job-listings@linkedin.com' won't appear in the HubSpot inbox
Hi everyone, I'm having some issues with my HubSpot emails, particularly with LinkedIn Job Listings. Despite receiving responses in my Mac mail and Outlook, I am not seeing these emails in my HubSpot Inbox. It's frustrating, especially when you' read more
Reply Discussion Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
September 21, 2023
Hi @Parvind , It sounds like the emails may land in the spam folder. HubSpot marks some emails as spam by default: I'd assume ...read more

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