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PIrigoyen on May 31, 2023
Ticket name display: We cannot modify the naming standards of Tickets created through conversation emails because the Ticket name is by default the email topic. It would be ideal to be able to select either the Contact name or the email topic read more
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 31, 2023 16:12
Hey @PIrigoyen , thanks for reaching out! This is a great question. I have some thoughts on potential workarounds here. You could look into ti...read more
VTorresRamos4 on May 31, 2023
Good afternoon, First, I'm new to the community, so if this is the wrong place, apologies. I'm trying to set up all my database and I have a few questions. Due to my business model, I need to create new objects (custom objects) and I read more
0 upvote
5 Replies
Key Advisor | Gold Partner
June 01, 2023 00:00
Hi @VTorresRamos4 You will need to create a Custom Coded Workflow which accesses the Associations API. This is not something Chat GP...read more
JAgngaray on May 31, 2023
I am trying to do a data scraping automation using workflows and I wanted to automatically copy information from the body of the conversation and paste it on its corresponding fields. Example: the body of the conversation has Role: John smith custom read more
0 upvote
0 Reply
Michelag on May 31, 2023
Hi, I'm trying to set up a workflow to close the ticket associated to a conversation that has been closed because now it's easy to close a conversation but not the ticket. Someone can help? Thank you
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 31, 2023 16:02
Hey @Michelag , thanks for reaching out! Would something like this work: This is assuming that you always have one conversatio...read more
Solved
GLaur on May 31, 2023
Hi! When leads submit a website form, we convert relevant tickets immediately into deals so sales people can follow up on these. It's important that the sales team can see the ticket description. However it's a real hassle to switch consta read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 31, 2023 07:36
Hi @GLaur , This could be achieved with a simple workflow like this shown below: Keep in mind that: this requires the ...read more
chanenchong on May 29, 2023
I have enabled the Chatflow Live Chat feature on my website by embedding onto my website which is using SitePad. I had monitored it on my Windows 10 Desktop and it shows up according to my settings but when viewing on two MacOS systems and one iOS d read more
0 upvote
4 Replies
Community Manager
May 31, 2023 12:07
Thanks for the tag @TomM2 ! I'll let the Chatflows team know about this! Cheers Mia, Community Team
HeidiK on May 26, 2023
Please help, I am good at Excel. Our contact database is the most simple database you can imagine. It has First name, Last name, telephone and email address. It has all the headers and yet I still get this message every time I try to upload my co read more
0 upvote
3 Replies
Contributor | Elite Partner
May 31, 2023 16:01
Hi @HeidiK , I do not see the image here, but I also want to confirm hat the header is on line one of the doc and not somewhere else.
JCesman on May 26, 2023
Hi, My email was disconnected this morning for an unknown reason. I simply clicked enabled and it was back to connected. I then sent out the start of a new sequence. And every single one with a task today has been moved to Finished. It al read more
0 upvote
1 Reply
Community Manager
May 29, 2023 12:33
Hi @JCesman , Thank you for reaching out! If you are still running into this issue, I would recommend connecting with HubSpot Technic...read more
EWeinberg on May 25, 2023
Hello Hubspot users! I am looking to create a report for all tickets that are created outside of normal business hours. Specifically all tickets that are created Monday through Friday from 8p EST and 9a EST, and 6p EST Saturday to 9a Monday. I can read more
0 upvote
1 Reply
Community Manager
May 26, 2023 08:46
Hi @EWeinberg , Thanks for reaching out to the Community! This is a great question 🙂 There is a limitation in HubSpot on timestamp...read more
JKukko on May 25, 2023
Hello! Is there any way to automatically create a Ticket when I receive an incoming call to my Hubspot created phone number? Also is it somehow possible to create a ticket from a Teams call? I was thinking of workflows, but not sure. Thank you read more
0 upvote
2 Replies
Member
May 25, 2023 08:14
Thank you for the quick reply! Will try this at some point.
LDarby on May 23, 2023
Hi, How can I move a message from an inbox contact to another contact pls? (convo with supplier about a customer, I want to see from the customer record) Warm Regards
0 upvote
1 Reply
Hall of Famer | Partner
May 23, 2023 04:04
Hi @LDarby , You can manually associate activities (such as emails) to any record you like by following these steps: https://knowledge.hubspo...read more
KashyapReelo on May 23, 2023
I want to setup chatbot based on different pages of websites ? I have 5 different sections Loyalty, campaigns, Auto campaigns and so on. So let's suppose if I'm on loyalty page then chatbot should have some pre-defined questions regarding that ? read more
0 upvote
1 Reply
Hall of Famer | Partner
May 23, 2023 01:40
Hi @KashyapReelo , You can find step by step instructions for how to set this up here: https://knowledge.hubspot.com/chatflows/create-a-live-...read more
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