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
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
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
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
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
Hi @IsaiahSynkwise ! Welcome to the HubSpot Community and thank you for your contribution.
The points you make about the inability to thoro...read more
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
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
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
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
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
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
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
Hi @IHunter0 ,
You can create Views for every preference you want for quick view. Likewise view for "High Priority", "Medium", "Ticket Status"...read more
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
Hey there @drafeedie . Unfortunately, I don't know of specific information about integrating Zoom meeting scheduling directly within HubSpot's Help...read more
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
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
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
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
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
Hey @OHassini , thank you for posting in our Community!
The behavior you described, where replies are logged directly on the contact profile...read more
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
Hi @DouglasAlbuqq ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubs...read more