Hi, I need to create a customer portal so that I will buy service hub pro for one user. My question is: if a core seat handles the ticket, still the customer can see his/her tickets? or they will only see the tickets if handled by a pro seat?
Hi @amourady
one hand you have the internal team question: they can either be a core seat or a Service Seat depending on the features and tool t...read more
Hello! We recently transitioned from HubSpot Inbox to Help Desk (HD), and I’m facing an issue I can’t seem to resolve. Previously, in the Inbox, when a ticket was closed and a client replied, the message would reappear in the latest messages. read more
Hi @AChapoux ! Unfortunately from what I see in some other forums, this is a common issue when transitioning to the new Help Desk space. It's great ...read more
Hello HubSpot Community, I’m used to support and conversation tools that require agents to categorize a ticket and update its status upon sending the first reply to the customer. This ensures that tickets are properly classified and don’t remain read more
Good day all. I have the following workflow: Customer logs a ticket using the Customer Portal. Ticket gets created in Hubspot and can be viewed in both Helpdesk and Ticket (CRM) View. Our CS replies to the ticket (creating a mail in the ti read more
Hi @carlosotocinal ,
Is CS replying on the original email thread/conversation from the ticket record?
I see this note in the HubSpot knowle...read more
I can't seem to find what i'm looking for, so assume it's not possible but has anyone managed to set up a seperate chatflow for onboarding clients based on list membership rather than the target just been website based which sits inside your clients read more
Hey @LCunningham1 ! It sounds like you want to set up a chatflow to only display to clients based on if they are members of a particular list. You...read more
I want to process receiving emails and connected tickets based on email content/ sender / receiver. Cannot find neither way to start workflow on email added to ticket, neither how to access email content/ sender / receiver
Sometimes a ticket description needs to follow some specific pattern to collect the data correctly. This pattern might also be different according to the case. For example, if the user is collecting data for a "feature request" this template is read more
We are a SaaS company in the gastronomy industry, and for us, maintaining a personal touch in customer communication is essential. While we appreciate HubSpot’s WhatsApp integration, it lacks key native features that make conversations more enga read more
Thanks @PamCotton - nothing to add to what you suggested in adding this as a feature request for @MBrathova . It's not a communication channel I'm...read more
HubSpot Help Desk automatically appends a customer's original form details to reply emails when replying via HelpDesk. It feels automated and 'unpersonal', so it would be ideal to have the option to remove this.
A workaround for now is to use email templates or snippets that exclude the appended form data, ensuring replies feel more personal. Another option i...read more
For the Help Desk/Slack integration - The feature where every comment on a ticket populates as a comment on the slack thread is a great feature but it can be a lot since we handle a high volume of tickets. It would help if we could eliminate if a c read more
Hey @GHuber7 , thank you for posting in our Community!
I checked and HubSpot doesn’t currently offer a built-in way to filter notifications ...read more
Has anyone out there developed a workflow pipeline for client services in a financial services firm, that involves attaching records with financial data on a hubspot ticket? I am eager to learn what challenges you experienced with data that includ read more
+1 to these resources from @BérangèreL , @KParker92 . Welcome to the Community btw!
I'd use HubSpot's sensitive data guidelines and tools. I...read more
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
@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