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Dan8 on October 12, 2021
Hey HS community! Just hoping you may be able to guide me here: My business requires a 'partner portal' (based on my Google search, I think that is what I need) to allow other business to log into a portal and create a ticket for work done for a mu read more
Accepted Solution
Top Contributor | Diamond Partner
October 12, 2021 13:31
Hi @Dan8 HubSpot just rolled out Service Hub customer portal, also in open beta, is a mini-portal that unifies all open tickets so more
RSwitonski on July 28, 2021
Hi there, I am creating an "installation" ticket pipeline, so we can track new deliveries and ensure clients get set up properly. I have created an automation so that each sales deal creates a ticket in the installation ticket pipeline, whe read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 28, 2021 08:14
Hi @RSwitonski , Yes, this is possible, just a bit hidden among a lot of other options. When you add the "Create record" action, you have the more
SWilsonA4u on June 24, 2021
Building a credit control function against live deals to commuincate with clients over missed payments. Have built a workflow that creates a ticket and then delivers a custom email that contains using html, a unique URL to go to a payment gatew read more
0 upvote
5 Replies
Top Contributor
December 06, 2021 04:22
Hi @EEls How did you get on with this? I actually developed my idea a little further. The field on teh deal is now a sngle selection drop more
GAuwae on June 11, 2021
Hey team, I have been experiencing some issues when I go to create a new deal for some of my contacts. I have tested other contacts and logged in and out again and the deals page just continues to spin I am not sure if its a permissi read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 11, 2021 22:07
Hi @GAuwae , I've experienced the same issue in different parts of the tool. (For me it's the email subscriptions section of the settings.) more
Melesa_Gardon on May 04, 2021
Hi everyone, It seems like there is a limited set of properties you could get via tokens. How to get data of other properties (deal properties), that are not listed there: Has anyone overcome such a challenge? Thanks in advance.
Accepted Solution
Hall of Famer | Partner
May 04, 2021 21:06
Hi @Melesa_Gardon , This is a limitation not only in bot chatflows but also website forms. HubSpot will only associate input information with more
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