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MainterBjorn on October 07, 2024
In Hubspot HelpDesk you can use the built-in workflows to change the status of a ticket based on inbound/outbound e-mail. What I want to do is just set a property, "Waiting on", where the value is set to "Us" when an inbound mail is recieved on read more
1 upvote
2 Replies
Top Contributor | Elite Partner
October 07, 2024 17:47
Hi @MainterBjorn , I believe what @kennedyp suggested above is the easiest way. I believe you could also create a workflow that is ticket ...read more
dtg001 on October 06, 2024
Hello All, I’m reaching out to ask if the following features are currently available/possible in the HubSpot Customer Portal: Ticket Creation by Customers : Can customers create new support tickets directly through the customer portal? read more
Community Manager
October 07, 2024 11:36
Hey, @dtg001 👋 I moved this over to a different part of the community to get you more targeted views. — Jaycee
Solved
HelBle on September 27, 2024
We use aircall for SMS messgages to customers. Currently, Hubspot records only SMS we send and only within the contact, not within the company page in Hubspot. We'd like SMS to route to Help Desk and record within the company page, not contacts. Is read more
0 upvote
1 Reply
Accepted solution
Participant
September 28, 2024 08:30
Hey @HelBle , Unfortunately, by default, HubSpot usually logs activities like SMS at the contact level, not the company level. Not sure but you ...read more
KRoos on September 16, 2024
Hi, Our sales department collects all kind of information during the sales cycle and at the end when the deal is won. We've added custom properties to store this information (no in a playbook, but we want the accountmanager to store it in the de read more
0 upvote
2 Replies
Participant
September 16, 2024 10:18
Hi WKhan57, thanks for your response and solution! I know that you can add questions (properties) that pop-up when you want to change the deal stat...read more
Solved
MVerma57 on August 27, 2024
Hi, I want to know how we can create a dynamic header in a HubSpot landing page. In simple terms, we want to create a landing page where, if anyone searches for a specific word, that word will show up in the landing page header with the same context read more
0 upvote
2 Replies
Accepted solution
Guide | Partner
August 28, 2024 13:38
@MVerma57 - it seems to me that it should be possible to join the dots here. If you can obtain the search keyword from UTM parameters when you get ...read more
Solved
NicoleRinker on July 29, 2024
Hi HubSpot Community, I’m currently managing our customer support operations, and I'm looking for a way to allow our customers to close their own tickets. In my previous experience with Zendesk, we had an automated response system where, upon ope read more
3 upvotes
3 Replies
Accepted solution
Contributor
August 05, 2024 16:43
Hi @NicoleRinker , Just wanted to share how our organization is working around this until a smoother, native solution is launched. Create: ...read more
NicoleRinker on July 26, 2024
Hi everyone, I'm currently working on organizing our HubSpot templates more efficiently and was wondering if there's a way to automate the categorization or tagging process. Specifically, I'm looking to: Automatically assign categories to te read more
0 upvote
3 Replies
Participant
July 30, 2024 11:54
This is a great idea, @NicoleRinker I hope there's a way to do it! Would definitely save a few manual steps for CS.
Solved
Confident_25343 on July 15, 2024
Hi HubSpot Community! I’m working on setting up our customer support ticketing system in HubSpot, and I could use a bit of help. I’m trying to ensure that all our ticket-related emails follow a consistent naming convention in the subject line, s read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 16, 2024 00:15
Hi @Confident_25343 , As far as I know there isn't any way to auto-populate a subject line like this with the following requirements: Popu...read more
Solved
JCammaert on July 15, 2024
In the Help desk you will find all information about the contact and the company to the right of the ticket. So is the phone number. But now if we want to call a customer through Hubspot, we have to go to the contact first and only then indicate on read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Partner
July 15, 2024 11:42
Hi @JCammaert , I'd suggest that you add this to the Ideas forum . This is where the HubSpot Product team look for product/feature update id...read more
Solved
AdvocaseyS5 on July 09, 2024
Hi Guys, We already have a ticketing system (Service Hub - Help Desk) where users can submit tickets through email, phone, or our customer portal. When a ticket is submitted and received , I want to trigger an automated response. The resp read more
Accepted solution
Community Manager
July 09, 2024 16:12
Hey @AdvocaseyS5 , welcome to our Community! To automate ticket responses in HubSpot Service Hub, you can set up a workflow that triggers an...read more
Solved
drafeedie on July 03, 2024
Hello, We are on Enterprise Service Hub and work out out Help desk. Our CS reps have to schedule Zoom meetings with customers from time to time and we try to avoid our reps using their personal emails, as customers will inevitably email them dir read more
0 upvote
1 Reply
Accepted solution
Most Valuable Member | Elite Partner
July 03, 2024 08:57
Hey there @drafeedie . Unfortunately, I don't know of specific information about integrating Zoom meeting scheduling directly within HubSpot's Help...read more
Solved
drafeedie on June 26, 2024
The slack notifications within HelpDesk are super limited due to the ticket propery options being super limited within the configuration settings (screenshot below.) What is the best way to configure notifications to a primary account rep / CSM that read more
1 upvote
4 Replies
Accepted solution
Hall of Famer
June 27, 2024 19:32
This definitely seems like a bug, with the slack integration and not with how you have it configured @drafeedie , since you're using Enterprise, I'd...read more
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