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Solved
SaiemH on February 04, 2025
Hi Team, I’ve been assigned to modify this workflow, and I wanted to get your input. Currently, when an invoice remains unpaid for a certain period, the workflow creates a ticket in the AR pipeline for follow-up. If we’re unable to reach the c read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 04, 2025 14:13
@SaiemH I'd recommend creating a separate ticket workflow then that enrolls overdue tickets, delays, branches based on the status of the associated...read more
NicoleRinker on January 21, 2025
Hi HubSpot Community, I’m reaching out to share an ongoing challenge we’ve encountered with our AI chatbot setup and to see if anyone else has faced a similar issue—or found a solution! The Situation We noticed that when users interact with read more
1 upvote
4 Replies
Participant
January 29, 2025 13:09
Thanks for your response! I don’t actually see the option to tweak any of the AI agent’s language at all. For example, I’d love to remove or modify t...read more
Solved
SaiemH on January 17, 2025
Hello, One of our company's director brought this issue up. When the team closes a ticket, it closes the conversation but when someone replies on the conversation (Customer) it repopens the conversation. The tickets goes into overdue status and read more
0 upvote
4 Replies
Accepted solution
Hall of Famer
January 17, 2025 12:12
you're welcome @SaiemH , unfortunately I don't know a way to stop this automation. You could create automation that would enroll closed tickets and ...read more
Solved
AFerrari11 on January 16, 2025
Hello, We HAve a problem related to permissions on tickets. Wesee that when a user is a member of two different teams all team mebers of both teams can see all the tickets, even those not related to their team. exampple Tim is a meber of team A B read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 16, 2025 11:03
Hi @AFerrari11 , This depends on the ownership of the tickets – but generally yes, if Alice owns tickets and is a member of team A and B, then...read more
Solved
-K-C-M- on January 09, 2025
In the customer portal, we respond from a Customer Care HubSpot account where the first name of the account is Customer and the last name is Care. So when we respond to a customer's message from the customer portal in the Help Desk, the response nam read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 10, 2025 00:57
Hi @-K-C-M- , Not within HubSpot, no. It's currently not possible in the customer portal to decide to display both first and last name. You co...read more
KJenkins9 on January 09, 2025
My company is currently transitioning roles and the way we communicate with our customers. Sales uses Outlook and Support uses HubSpot. For example, we have Sales staff forwarding customer emails to HubSpot for our Support team to answer. When a Sa read more
0 upvote
2 Replies
Participant
January 10, 2025 16:34
Thanks, I appreciate your reply. The post, Make short notes for Contact? might be a possibility which we'll explore. Unforunately, the Idea, Add a...read more
Solved
VLibersat on January 09, 2025
Hello all, I have been using the @mention in Helpdesk to communicate with my team about those specific tickets. I never realized that the tickets with a mention are not being removed from the @ mention queue even after being closed. This cr read more
0 upvote
5 Replies
Accepted solution
Hall of Famer
January 09, 2025 13:51
Hi @VLibersat , not quite, closing the ticket doesn't remove the mention, but it would remove it from a filtered view for mentions - can you clarify...read more
Solved
dmaxwell on January 06, 2025
Hello, documentation suggests that you can enable SMS sending within a HubSpot workflow , but this doesn't appear to be an option with a ticket based workflow; can only seem to get the SMS option from a contact workflow. Is this possible or a read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 07, 2025 00:18
Hi @dmaxwell , SMS is indeed supported only in contact-based workflows: https://knowledge.hubspot.com/sms/send-automated-sms-messages-using-w...read more
IMizrahi on December 27, 2024
Hi. I'm trying to set up a workflow for a ticket that restricts it from progressing until a particular task is completed. I can generate the automated task, but that doesn't restrict the ticket owner from moving the ticket to the next stages. Is th read more
0 upvote
2 Replies
Hall of Famer
January 18, 2025 16:41
@IMizrahi I'm not familiar with any workarounds that would allow you to freeze ticket progression. Perhaps if you can share more about your u...read more
Solved
MKorsgaard on December 23, 2024
Hi HubSpotters, Could you help us check our ticket churn pipeline and the associated workflow(s)? We can't quite figure out where the flow breaks, but something isn’t working as it should. We want tickets to automatically move to other stages read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
December 23, 2024 07:48
@MKorsgaard you can test a specific ticket that you'd expect to enroll against the enrollment criteria. What do you see? https://knowledge.hubspot...read more
Solved
KariAlder on December 19, 2024
Hello, I am pulling my hair out trying to edit the password for one of our connected Inboxes. I've asked different AIs, as well as followed instructions provided by the Academy and Knowledge Base, but all include steps that don't actually exist. read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 20, 2024 00:14
Hi @KariAlder , This is one of the cases where the AI answer by HubSpot is not correct. The password of an inbox would not be changed in HubSp...read more
Solved
EKelly4 on November 08, 2024
How do you manage access when wanting to edit a hubspot property. I already have super admin and am paying for an enterprise subscription. It says that I can not edit a Hubspot property however the drop down options are options we have filled read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 08, 2024 09:56
Hi @EKelly4 , Ticket pipeline statuses are configured somewhere else, you can find the steps here: https://knowledge.hubspot.com/object-setti...read more
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