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TTietz en May 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! Leer más
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2 Respuestas
Accepted Solution
Participante
May 14, 2024 16:07
Thank you so, so much!
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PJas en May 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?
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
May 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...Leer más
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FMoor en Abril 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 Leer más
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5 Respuestas
Accepted Solution
Participante
May 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...Leer más
CSic en Abril 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 Leer más
0 Me gusta
1 Respuestas
Colaborador
Abril 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...Leer más
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Jenny26 en Abril 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 Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Abril 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...Leer más
rockzau en Marzo 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 Leer más
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2 Respuestas
Miembro
Marzo 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...Leer más
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KOwen87 en Febrero 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 Leer más
1 Me gusta
2 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Febrero 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...Leer más
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SWain9 en Enero 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 Leer más
2 Me gusta
3 Respuestas
Accepted Solution
Administrador de la comunidad
Enero 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...Leer más
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AAdofina en Diciembre 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 ( Leer más
2 Me gusta
4 Respuestas
Accepted Solution
Líder intelectual | Partner nivel Platinum
Diciembre 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...Leer más
JPairis en Noviembre 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 Leer más
Colaborador
Diciembre 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...Leer más
MRodrigues8 en Noviembre 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 Leer más
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2 Respuestas
Participante
Febrero 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...Leer más
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JRivette en Noviembre 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 Leer más
2 Me gusta
3 Respuestas
Accepted Solution
Líder intelectual | Partner nivel Platinum
Noviembre 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...Leer más
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