We have a support form created as a part of our customer portal, currently email information autofills based on the user account logged in. There's other contact related properties setup similarly to email but none of this information autofills, Beitrag ansehen
Hi Tom, this form is only accessible in the CRM Customer Portal which is behind a login screen. Right now the email auto-fills based on who's log...Beitrag ansehen
I have a support form in our support portal, and i want to be able to create a workflow, where when a ticket goes to a specific stage, we send the information to clickup. But when i look at the ticket options, i dont have access to the associated c Beitrag ansehen
Hi @mohamedhamad ,
If you want to have both ticket and contact information in the ClickUp workflow action, then that's correct:
@moham...Beitrag ansehen
My company uses a specific format for ticket names and I am trying to get the tickets created by a website form to follow the same format. Currently, the format will use an industry initial, pipeline initial::customer number::date. Of course the cus Beitrag ansehen
Hello @ASiggins , thank you for posting in our Community.
For something like this, you would need to create a "datetime" property that stores ...Beitrag ansehen
Hi everyone, I am trying to change the inbox on a currently created support form without creating a new one, i might not know how but it seems more or less impossible without creating a new one (you cannot clone it either) which does not seem like Beitrag ansehen
Hey @MaltheOARadiant where is it you're trying to connect this? You should be able to remove a form from your inbox via settings > inboxes then ...Beitrag ansehen
I'm getting caught in a loop trying to edit the Ticket Status from a Forms submission. I cloned an existing form, which works as intended, but the new form is not applying the same Ticket Status. Please advise where I can go to do this.
Hey @tannett7 , thanks for reaching out!
This is a good question — as far as I know, you aren't able to update the ticket "Status" property th...Beitrag ansehen
I have a need to display email conversation data in new tickets. I had assumed that the full email history from the Contact profile would carry over but it does not. I built a couple of work-arounds that I hoped would work but I have confirmed today Beitrag ansehen
Hi @TheAnswerLady ,
Thank you for reaching out to the Community!
That's correct, the contact's email history will not show in newly created ...Beitrag ansehen
Hi, I tried to move a form-ticket channel to a new inbox. The only way to do so is to disconnect the channel and then reconnect the channel in the new inbox. I am doing so with a form that auto creates tickets. Upon reconnecting, I selecte Beitrag ansehen
Hi @CSic ,
Thank you for reaching out to the Community!
I can see that you have an open ticket with our support team. I would encourage...Beitrag ansehen
HubSpot's 20th February 2023 change to forms is a nightmare for my company's business process. We use HubSpot forms to create tickets that are associated with a contact's record. And, we email the form submission to an external group email addre Beitrag ansehen
Hi @MMDC ,
With a Marketing Hub Professional subscription, you can create an automated marketing email and use the 'Send internal marketing em...Beitrag ansehen
When a person fills a Hubspot form that submission doesn't go to the conversations inbox - neither does it create a task for me to connect with that person. Have I set something up incorrectly?
In order to better track customer complaints and email loop, is it possible to configure the subject of the email loop created following the submission of a customer complaint form? Ideally, it should be possible to customise it with the properties Beitrag ansehen
@karstenkoehler I think we are not on the same page. So I attach the following picture and hope it will make sense. This is the email l...Beitrag ansehen
We are creating Service Pipelines for Onboarding our customers and automating routine order processing. The order processing requires collecting additional info from clients through forms. We want to send the form links via email, which upon submis Beitrag ansehen
Hi @anandkjain ,
I fully agree that this would be useful and I assume that this might become possible at some point, especially since HubSpot ...Beitrag ansehen
Hello! We are new to the Service platform and have a very basic question. Right now our website users can open a support ticket on our website with our own custom form. We want to change this to a HubSpot form. However, if we do that, it seem Beitrag ansehen
Hello @DMiller62 ,
If you are storing email in session/cookie then you can simply get the email from the session using js code on the frontend...Beitrag ansehen