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Gelöst
TTietz on Mai 14, 2024
I am fairly new to HubSpot and I am attempting to adjust some of my support teams categories on our tickets that come through to reflect more granular needs. My issue is I for the life of me cannot find where to make adjustments to those categories! Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Teilnehmer/-in
Mai 14, 2024 16:07
Thank you so, so much!
Gelöst
PJas on Mai 13, 2024
Hello, How can I create a workflow that will generate a specific ticket every month? For example - every first day of the month?
0 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Mai 13, 2024 10:57
Hi @PJas , This can be achieved with a scheduled workflow in Operations Hub Professional: https://knowledge.hubspot.com/workflows/create-a-sc...Beitrag ansehen
Gelöst
FMoor on April 23, 2024
Hi All, This client of us uses everything in HubSpot. Sales, Marketing, Service. For conversations and tickets with the client there is often a third party involved where they ask for information about the enquiry. (So, client, business, third p Beitrag ansehen
0 Likes
5 Antworten
Accepted Solution
Teilnehmer/-in
Mai 08, 2024 04:24
Hi, unfortunately I tested with both removing the association, as well as the third party contact and the third party company from the ticket but thi...Beitrag ansehen
CSic on April 17, 2024
I have a client wanting to review leads per team member. We can capture volume, but are interested to break it down further to see how the conversation was assigned, ex: auto-rotate, assigned from bot, self-assigned, team member assigned. Anyone Beitrag ansehen
Mitwirkender/Mitwirkende
April 18, 2024 02:03
Hi @CSic , I think we can see the deatails of Contact Owner by going to all contact properties and see details but creating a proper report for th...Beitrag ansehen
Gelöst
Jenny26 on April 10, 2024
Hi everyone, Our technical support team is moving over from another chat support tool to using HubSpot Chat. The other tool allows for our support agents to see the chat visitor's browser type, device type, location, IP address, the website pag Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
April 11, 2024 00:23
Hi @Jenny26 , As far as I know, this is unfortunately not possible at this stage. You can however request this in the HubSpot Ideas section of...Beitrag ansehen
rockzau on März 28, 2024
It is possible to route a chatbot to a livechat. How do I set that up. We want to route the chats to specific teams based on the type of issues that our client has, ex: payment issues, booking issues, transportation questions, etc. How do I set thi Beitrag ansehen
0 Likes
2 Antworten
Mitglied
März 29, 2024 15:51
Hi Pam, Thank you for this information? Are you able to do this with a chat bot? So the chatbot does the initial communication and then sends it...Beitrag ansehen
Gelöst
KOwen87 on Februar 23, 2024
I have two major struggles with my current chatflow setup. Any ideas? 1. Currently, if someone selects "join the mailing list" with the chatbot and goes through that flow, they submit their name and email. At the end, we say "can I help you with Beitrag ansehen
1 Likes
2 Antworten
Accepted Solution
Koryphäe | Elite Partner
Februar 26, 2024 07:43
@KOwen87 when you're collecting name and email, there is an option to "skip this action if already exists": That means that if they alr...Beitrag ansehen
Gelöst
SWain9 on Januar 25, 2024
Hello there, We use the HS ticketing system to triage service requests between our customers and vendors. We would like to send our customers and vendors separate CES surveys as they experience different sides to the support request. Currently wh Beitrag ansehen
2 Likes
3 Antworten
Accepted Solution
Community-Manager/-in
Januar 25, 2024 17:36
Hey @SWain9 , thank you for posting in our Community! You can create custom feedback surveys to send to your contacts. I want to share this...Beitrag ansehen
Gelöst
AAdofina on Dezember 05, 2023
Hi everyone, I was able to create a workflow however, the only action under communication is to send an email. I tested it and it did sent an automated email response but the auto response did not appear in the customer portal ticket details page ( Beitrag ansehen
2 Likes
4 Antworten
Accepted Solution
Vordenker/-in | Platinum Partner
Dezember 05, 2023 12:15
Hi @AAdofina hope you are doing well. I think it depends on how you are sending the email Are you using a conversation Wf or Ticket? Are usin...Beitrag ansehen
JPairis on November 28, 2023
Hi Community, I was wondering how you all fixed the following. We've connected HubSpot with Gmail in the Settings-General-Email. This enables sending emails with your Gmail as the Sender, user@org.com But if the recipient replies to use Beitrag ansehen
Mitwirkender/Mitwirkende
Dezember 01, 2023 03:51
Sorry, I will elaborate. Our ideal scenario would be that all of our customers would contact the generic Sales inbox ( sales@org ) connected to Hu...Beitrag ansehen
MRodrigues8 on November 09, 2023
Hello, I'm trying (w/o success) to create a workflow that records (or overwrites) the date in a property whenever an (internal) agent sends an email or register a specific type of call activity in the ticket (Outbound call). (I don't want the date Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
Februar 02, 2024 04:19
Good morning! Adding some information, it would be important, to enhance our ticket prioritization process, set that property as "datetime", not just...Beitrag ansehen
Gelöst
JRivette on November 01, 2023
We have 5 different email addresses connected as channels in HubSpot. We also convert all incoming inbox conversations to tickets. How can I change the owner of an incoming email once it converts to a ticket to a specific team. So if the ema Beitrag ansehen
2 Likes
3 Antworten
Accepted Solution
Vordenker/-in | Platinum Partner
November 03, 2023 09:29
Hi @JRivette as Jigar says, you can set this up directly from the Inbox settings Like this If you want a more sofisticate way of ass...Beitrag ansehen
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