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DanaIrvine on October 09, 2024
We have the client portal set up, and have configured the ticket creation for. This works as expected and generates a ticket with a "form submission": record with the original cntent., Wha t I can't figure out is how to repoy to that form submission read more
1 upvote
2 Replies
Contributor
October 10, 2024 09:38
I get that, but the conversations inbox is not very useful at all. We never even go there. When working tickets, all client interaction should happen ...read more
DSurman on October 04, 2024
I recently connected three channels - two forms linked to the help desk and one connected inbox. The forms are set to create tickets, the inbox is not. The forms are working just fine, but I'm having some issues with email and a HS phone number: read more
Community Manager
October 07, 2024 18:14
Very odd! @DSurman Your account has access to HubSpot Support, so I recommend opening a ticket for a more thorough investigation. The Support te...read more
IsaiahSynkwise on September 18, 2024
It's fascinating to me how HubSpot offers a chat widget that they don't even use themselves. What do I mean by this? If you look at the top of HubSpot’s page, there's a circle icon with a question mark. When you click it, you're presented with v read more
1 upvote
1 Reply
Community Manager
September 18, 2024 19:12
Hi @IsaiahSynkwise ! Welcome to the HubSpot Community and thank you for your contribution. The points you make about the inability to thoro...read more
Solved
Dogtag89 on September 05, 2024
Hi, I am about to migrate one of our shared email channels over to the Help Desk, but I was wondering if it was possible to migrate back to the Conversations inbox. The team is just getting used to the Conversations inbox, and I hope a move to the read more
0 upvote
1 Reply
Accepted solution
Participant
September 05, 2024 14:06
Hi @Dogtag89 ., Yes, you can move a shared email channel from the Help Desk back to the Conversations inbox in HubSpot. If your team finds the He...read more
Solved
TGibs02 on September 02, 2024
Hello, In our instance when a Ticket is created from anywhere, the Ticket Owner is defaulted to the Ticket creator. I am keen to understand if this is ootb behaviour or will there be a WF setting this? We don't want the Ticket owner to b read more
0 upvote
3 Replies
Accepted solution
Top Contributor
September 04, 2024 14:53
Hi @TGibs02 , If you're using Help Desk or Inbox, you can modify the auto assignment in settings demonstrated in the first part of the GIF. ...read more
EthanM on August 29, 2024
Hey everybody! We've migrated our Support team from Conversations/Tickets to the new Help Desk workspace and I've come accross an issue: When you create a new Help Desk view, you can choose who should be able to see it. These are the options read more
0 upvote
2 Replies
Community Manager
September 02, 2024 11:31
Hi @EthanM , thank you for your patience as I was checking on this for you. The Product Team informed me that this is indeed in our radar, howeve...read more
Solved
IHunter0 on July 23, 2024
HelpDesk allows for simple filtering on the table page when you are on a view such as filter by "Priority" or "Ticket Status". My support reps have noticed that the "High" priority status defaults to the bottom of the page, and when they filter to read more
0 upvote
2 Replies
Accepted solution
Member | Gold Partner
July 24, 2024 02:19
Hi @IHunter0 , You can create Views for every preference you want for quick view. Likewise view for "High Priority", "Medium", "Ticket Status"...read more
Solved
drafeedie on July 03, 2024
Hello, We are on Enterprise Service Hub and work out out Help desk. Our CS reps have to schedule Zoom meetings with customers from time to time and we try to avoid our reps using their personal emails, as customers will inevitably email them dir read more
0 upvote
1 Reply
Accepted solution
Most Valuable Member | Elite Partner
July 03, 2024 08:57
Hey there @drafeedie . Unfortunately, I don't know of specific information about integrating Zoom meeting scheduling directly within HubSpot's Help...read more
Solved
drafeedie on June 26, 2024
The slack notifications within HelpDesk are super limited due to the ticket propery options being super limited within the configuration settings (screenshot below.) What is the best way to configure notifications to a primary account rep / CSM that read more
1 upvote
4 Replies
Accepted solution
Hall of Famer
June 27, 2024 19:32
This definitely seems like a bug, with the slack integration and not with how you have it configured @drafeedie , since you're using Enterprise, I'd...read more
ChristineAnn on June 25, 2024
We recently migrated our inbox channels to help desk. While it's nice and more efficient now having all of our tickets in one view, there is some functionality that we used to have in the Inbox that we are now lacking in help desk. Max capacity se read more
2 upvotes
1 Reply
Community Manager
June 26, 2024 06:55
Hi @ChristineAnn , I'm sorry to hear about your experience regarding this and thank you for your valuable feedback. This means a lot to us. I'd...read more
OHassini on May 23, 2024
Hi HubSpot Community, I’m seeking some support and guidance regarding an issue I’m experiencing with our HubSpot setup. We’ve connected our shared inbox (e.g., hello@companyname.com ) to the HubSpot Conversations/Team Inbox portal. Incoming emai read more
0 upvote
1 Reply
Community Manager
May 23, 2024 17:40
Hey @OHassini , thank you for posting in our Community! The behavior you described, where replies are logged directly on the contact profile...read more
Solved
DouglasAlbuqq on March 26, 2024
it would be good to have the possibility to create a chat flow for WhatsApp. For Service, it would be important to omnichannel concept, because today it is necessary one addon to automate initiate conversation
4 upvotes
3 Replies
Accepted solution
Hall of Famer | Partner
March 26, 2024 09:20
Hi @DouglasAlbuqq , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubs...read more
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