Tickets & Conversations

FBittencourt9
Mitglied

Export Tickets and conversations linked to tickets

lösung

Hey everyone,

 

I would like to know if it is possible to export the tickets I have and the respective conversations linked to these tickets through the Hubspot dashboard.

 

Thanks!

1 Akzeptierte Lösung
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Export Tickets and conversations linked to tickets

lösung

Hi @FBittencourt9,

 

You can create a custom report that shows tickets and associated conversation information, however it's not going to show the entire conversation on the export or dashboard. You're limited to what conversation properties are included.  

Screenshot 2023-09-06 at 3.51.28 PM.png

At this time it doesn't sound like this accomplishes exactly what you're trying to do.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Export Tickets and conversations linked to tickets

lösung

Hi @FBittencourt9,

 

You can create a custom report that shows tickets and associated conversation information, however it's not going to show the entire conversation on the export or dashboard. You're limited to what conversation properties are included.  

Screenshot 2023-09-06 at 3.51.28 PM.png

At this time it doesn't sound like this accomplishes exactly what you're trying to do.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

FBittencourt9
Mitglied

Export Tickets and conversations linked to tickets

lösung

@Josh Thank you for your help!

 

I believe I'll need to fetch the information from the hubspot API to set up the visualization I need.

0 Upvotes