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mgavenda on November 22, 2022
Hello everyone, I'd like to find out whether this is possible and if so, how do I achieve this. We have a Form set up, which when submitted, creates a ticket and sends an automated email response to client via Workflow. Is it possible to read more
Guide | Elite Partner
November 23, 2022 00:35
Hi @mgavenda It sounds like steps 1 - 3 are already happening. You have a form, which creates a ticket and sends an email. Looking at the ...read more
VRakitski on August 29, 2022
Hello! I use workflow automation to create Jira Ticket based on Hubspot Ticket. But I can't transfer attachments files from HS ticket to Jira ticket or at least add HS links to these files to the created Jira ticket description. Is there any solutio read more
Community Manager
August 30, 2022 12:46
Hi @VRakitski , Thanks for reaching out to the Community! If you wish to sync ticket attachments to Jira, you can manually attach it ...read more
OOrra on July 29, 2022
Hi all, I'm setting up a Customer Portal, where the customer will have to login in Hubspot Customer Portal. Then, I want to setup a form for Ticket submission, and based on the company this customer belongs to, I want to have customized fields. read more
0 upvote
3 Replies
Participant
August 07, 2022 07:36
Hello Kevin-C, I'm on Hubspot Customer Portal, and added a Hubspot Form for Customers to submit a new Ticket. I'm building everything is Hubspot. T...read more
TFalco on July 08, 2022
Does anyone know an easy way to look at the breakdown of a lead's score? We can see total score (20) and the pie chart (activity), but not how the 20 points breaks down (i.e. 10+5+5).
1 upvote
2 Replies
Member
July 19, 2022 09:28
Thank you for your quick response. This still seems like a lot of work and something that needs to be OOB for HubSpot. Maybe they will read this i...read more
Solved
CGoodwinOlsen on January 06, 2022
When merging 2 tickets, the resulting ticket gets a new ticket ID. Our issue is that the previous ticket IDs are not searchable in any way. Customers will typically receive an email with the ticket ID via pipeline automation, and it is problematic read more
Accepted Solution
Hall of Famer | Partner
January 06, 2022 04:27
Hi @CGoodwinOlsen , That would have to be manual, unfortunately. If you don't mind your tasks section cluttering up, you could create a ...read more
Solved
STudcaroğlu on November 05, 2021
Hi There, We activated the automation which allows a ticket to change to a specific status if the email is replied by the customer. However, automation does not work if I send the first email by the "forward" button. The forward button is required read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 05, 2021 07:48
Hi @STudcaroğlu , This is unfortunately currently expected behavior and not a bug. It's a limitation of the product, I discussed this before w...read more
Solved
STudcaroğlu on November 05, 2021
Hi There, We cannot find anything mentioned in emails when we are using both search engines. Any reference number, a name, a company, nothing. Please share your experience about the topic.
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 05, 2021 07:35
Hi @STudcaroğlu , Are you referring to the HubSpot search ? The global search bar is limited to a few data points, such as: Record name (...read more
Jayeshurath on October 18, 2021
Is there a way to merge tickets from list view after selecting multiple tickets like above?
0 upvote
1 Reply
Community Manager
October 18, 2021 19:12
Hi @Jayeshurath , thanks for your post! Looking at this knowledge base article ( Merge Tickets ), the only way to merge tickets is from the t...read more
Solved
liberworm on July 01, 2021
I am trying to figure out a way to bulk edit/update (regularly) tickets with the deal based on the ticket name. I have tried workflows but it doesn't seem like you can update cross-modules. I also tried with Zapier but came across the same limitatio read more
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
July 12, 2021 11:12
Hi @liberworm , This is actually possible, via the "Copy property value" action in right sidebar of the workflow editor: At t...read more
Solved
Ferrod88 on June 10, 2021
I deleted a sent marketing email in error. I would love to get it back to review list and status. Is there a way to recover this?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 10, 2021 20:32
Hi @Ferrod88 , This is not possible at this stage, unfortunately, at least not without help or development (see below). Deletion of a marketin...read more
NicoleCiprich on June 02, 2021
Hi, Can anyone confirm if the below workflow will work as intended? I created an automated marketing email with a button to a SurveyMonkey link. I want the email to send to contacts 1 hour after their most recent Live Chat closes . I'm nervous this read more
0 upvote
3 Replies
Member
June 10, 2021 03:45
Yes similar issue that I am facing in marketing email with survey and need guidance about it please help me to solve this issue I will share some scr...read more
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