We have started using "Help Desk" workspace and are creating TICKETS in Help Desk via workflows, which are associated with a COMPANY, CONTACT, and a CUSTOM OBJECT that we call ONBOARDING. This is to assist customers with their onboarding process. read more

The way the chat widget works might not be how everyone wants to use it, as you are limited in how you trigger the chatbox or the widget to appear. The user can always be on the URL, but what if you want to make the chatbox appear when the user read more

We are exploring setting up a customer portal in Service Hub and want to know if it is possible to display customer objects to customer's through the customer portal?

My company uses a specific format for ticket names and I am trying to get the tickets created by a website form to follow the same format. Currently, the format will use an industry initial, pipeline initial::customer number::date. Of course the cus read more

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

We have a custom object that provides key information about our customer sites - a valuable data set for Support operating through Chat and Support Inbox. To that end, we have Company and Contact being associated with a Conversation (and automat read more

When merging 2 tickets, the resulting ticket gets a new ticket ID. Our issue is that the previous ticket IDs are not searchable in any way. Customers will typically receive an email with the ticket ID via pipeline automation, and it is problematic read more

Help, We are investigating Hubspot for our Warranty Service people. One of the thing badly needed is a customer field to hold various pictures related to the warranty request. i just tried to add a field like this and the only thing available is wh read more