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Multiple emails for contact added to subscription list
- If I have multiple emails associated with a contact, how can I add all of those emails to a subscription list? ...read more
Email to create ticket in a pipeline based on email exists
- Hi, We have connected our team inbox to automatically create a ticket when we receive an email from a specific inbox. Now, what we want is to create the ticket in a specific pipeline or another pipeline depending on whether the email (contact) exists or not. Is it possible to do this? I played with workflows but I was unable to do it. Thank you, Jose ...read more
Trigger when field in submission form has filled
- Is there a possibility to trigger that a email is send when a form is submitted and the submitter requested to be contacted through Microsoft Teams Steps: - submitter selects the way he would like to be contacted, he selects "Videoconference through Teams" - once the form is submitted the submitter receives an invite to book a meeting in my calendar for 30minutes and he receives automatically a Teams link. I have the Teams plugin installe ...read more
Can you automatically assign ticket owner to user who closed ticket?
- I'm trying to get ServiceHub to automatically asign the ticket owner to the user who closed the ticket. We're trying to switch from Zendesk. What we are familiar with in Zendesk, is that that when a user solves (closes) a ticket, it is assigned to them. Right now, I can't figure out a way to do this and it is a deal breaker to make the switch. I would be grateful if someone knew a way to do this. ...read more
Create Conversation for imported Tickets
- We imported a bunch of tickets from our old CRM tool into hubspot. Now all these tickets are visible for our customers in the customer portal, which is great, but it only shows the headline and no content and no follow up conversations. It turns out the customer portal only pulls the title of a ticket and then shows the conversation messages. In my case there was no conversation to any of the imported tickets, so nothing was shown. I tr ...read more

AJones32 on March 27, 2023

Rerouting/reassigning support tickets if unanswered

We need to be able to reroute/reassign a ticket if it has not been answered within a certain time frame to the next person and so on! Is this possible? i.e After 5 mins, if is has not been answered/ or the status has not been updated, assign to a ne read more

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karstenkoehler

Hall of Famer | Partner

March 27, 2023

Hi @AJones32 , Assuming that you have ticket automation enabled that automatically moves the ticket to "Waiting on customer" when an email is...read more

HMoura on March 27, 2023

How to automate feedback surveys?

Hi. I need to create a workflow in which the trigger is the survey answer. But, I need to resend the survey after 90 days over and over. Is it possible to make that in Hubspot? How? My best, Heider Moura

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ShiftCollab on March 27, 2023

Email Tags or Conversation Folders

Hi everyone! Looking for some support in triaging our Conversations Inbox. Context: We receive a variety of Submission Forms through our Conversations Inbox, and we do not use Tickets. Many of our Submission Forms have different priority/urgen read more

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GColebourne on March 24, 2023

Auto assignment to owner, adjusting ratio

Hi community. We have service hub ticketing in place, and auto assignment to an owner on rotation in our service team group for new incoming messages. As we enter a high contact period, I'd like to manage workflows better to ensure effective out read more

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karstenkoehler

Hall of Famer | Partner

March 24, 2023

Hi @GColebourne , Out of the box this is not possible but it can be achieved with custom code actions in Operations Hub Professional or higher...read more

Jovi on March 24, 2023

Import Custom Properties

Hi, I'm new using Hubspot, looking around for a button that allows me import custom properties from another hubspot to mine, couldn't find. I see that i can export config from tickets, but the format of xlsx file created doens't work to import, be read more

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GRajput

Top Contributor | Platinum Partner

March 27, 2023

Hi @Jovi You can Import 382 properties at the same time. For this you need 382 properties data in Excel file. So, to do that you need to cre...read more

HMoura on March 24, 2023

Can I resend a survey after a waiting time automatically? How?

Reply Discussion Feedback Surveys Workflows

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HMoura

Participant

March 27, 2023

Hi @MiaSrebrnjak . Thanks for your help. 😍 Cheers.