Hello, I'm importing a large number of contacts to Hubspot from another platform. When I did so, I specifically assigned the first and last name columns to the corresponding first and last names. However, when I view my contacts, all of them read more
Hi @JFHindy ,
HubSpot does not overwrite fields with empty values upon import – when you open your contacts, you should find that their first ...read more
Is there a way to send a communication to a contact that includes all their open tickets and their pipeline status? Like a daily digest we could automate to send for any open tickets?
We often receive tickets from a standard no-reply email address and we frequently reach the ticket/contact association limit. We created a workflow to remove associations as per the link https://knowledge.hubspot.com/workflows/manage-crm-record-ass read more
So with the help of Hubspot support, we found the fix. Although I can see that the Contact is associated with the Ticket by default, you need to apply...read more
Hello, I'm trying to set up an auto reply to tickets. If a ticket/email is sent to us, I'd like it to auto reply something like Thanks for reaching out, we will get back to you in X business hours and include the associated ticket number. I found read more
Does anyone know of a way to automatically add contacts associated with tickets to a static list? In workflows, I haven't found an association between tickets and contacts.
Hi, Is there a way to view only active contacts for the ticket company when creating a ticket / editing a ticket? Currently I get every single CRM contact to choose from when I want to add a contact into a ticket. As you can imagine, bit painfu read more
Hi @DNeal32 ,
Unfortunately, you can't filter down the list of Contacts that can be associated to a Ticket if you are doing it via the associa...read more
Our fulfillment service sends us automated emails based on the delivery status of our products. At this time, I have an automation to auto-format a consistent ticket based on the step in the delivery process. However, since these emails are coming read more
It's hard to suggest anything more without seeing your full journey from initial ticketing to sending information to fulfillment and receiving confir...read more
Hi All, We recently received a mail from a client that his email had been hacked and that he had sent phishing emails. We want to be able to create custom labels for companies/contacts so that my colleagues can easily see that this contact is fl read more
@07252 if you include the property in the contact association card, it would pop out with an emoji in the right sidebar: https://knowledge.hubspot...read more
Due to the nature of our business, we can only interact with "authorized contacts" at our client businesses. We have run into issues where a non-authorized contact was either included on an email chain or emailed our support mailbox directly. This r read more
Hey @DanaIrvine ,
I actually think that the label 'Being Reviewed' signals that it is currently being looked at by the product team, so hopef...read more
Our company provides antiphishing service. And usual flow is client report to us->we report to authorities. How I can achieve email adresses from CC / To being added as contact / company association for ticket? PS I actually found several read more
Hi @AndreyBug , Thank you for the information and your patience! If you'd like to associate an email to a ticket via API, you can use the Engage...read more
Hi there, Struggling to get this to work, so I'm hoping someone can assist. Basically, we are using a 3rd party integration to send out WhatsApp notifications (Wati if you are familiar). These notifications can only be triggered on contact w read more
Hi @Nathanhobbs , If I understand your suggestion correctly, you are asking if you create a ticket workflow to do the enrollment and then send ...read more
Hi, I want to mutually synchronize the Mobile Phone Number and Phone Number fields. For example; 1- If you have Mobile Phone Number but no Phone Number, copy Mobile Phone Number to Phone Number. 2- If there is a Phone Number but no Mobile Pho read more
Hi @pythonogren ,
This requires a Professional subscription and two workflows. These would be set up quite easily: https://knowledge.hubspot....read more