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Tickets & Conversations

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Solved

KNguyen0 on April 10, 2024

Possible to link a template to a client or property value?

Hi All, We use templates to initialise conversations with our clients. Some clients require different information so we created multiple templates to accommodate this. Is there a way to link this template to certain NSIDs or clients? Ju read more

Reply Conversations Templates Tickets

0 upvote

11 Replies

Accepted solution

RSchweighart

Top Contributor | Gold Partner

April 30, 2024 14:29

Hi Ky, Did you create a contact to ticket association? Verify the association was made between those two objects and you should see...read more

Solved

ESarduy on August 21, 2023

WhatsApp Integration Automated Workflow

Hello, I have WhatsApp integrated into my account and we are advertising with WhatsApp via Meta. The conversations come through Hubspot's Inbox however they come in as "Unnknown Visitors" as they are not contacts yet. I want to create an automation read more

Reply Chat Conversations How-To Integrations Templates Workflows

1 upvote

3 Replies

Accepted solution

tverdokhlib1

Top Contributor | Partner

August 22, 2023 13:34

Hey @ESarduy as I understand, you want to automate sending replies to people who have contacted you via Whatsapp. It is possible to do this if you ...read more

Solved

SSermon on August 03, 2023

Append Ticket ID to conversation subject

Hello, When an initial email comes in to Conversations we decide if it needs a support ticket. If so, we would like to be able to select an email template called "Initial support email". This basically says that we have they email and will updat read more

Reply Templates Tickets

2 upvotes

5 Replies

Accepted solution

Jnix284

Hall of Famer

August 10, 2023 09:50

Hi @SSermon The subject line for tickets that are connected to the conversations inbox defaults to the Ticket Name property. This prop...read more

EP13 on January 18, 2023

Why templates are not available from ticket view?

Hi, why I can send a template from coversation and not from ticket view? Thanks!

Reply Templates

1 upvote

3 Replies

DianaGomez

Community Manager

January 18, 2023 18:08

Hi @EP13 , hope you are doing well! ¡Thanks for letting us know! Best, Diana

Solved

JLEFORT on October 12, 2022

Link ticket ID to a conversation and not to a contact

Lately conversations have been linked to tickets, which is a great improvement for customer support management. In our customer support process, we have implemented a support form, which generates tickets and linked conversations. We sometimes nee read more

Reply Conversations Templates Tickets

2 upvotes

2 Replies

Accepted solution

Olivia_Bagnall

Guide | Platinum Partner

October 12, 2022 11:25

@JLEFORT I think if you send this mail form the ticket itself then it will pull the right ticket ID. It's not ideal but it's a temporary sol...read more

Solved

SNerz on October 10, 2021

D8 Report or word templates

I was wondering if anyon has found a way to create a D8 report or something similar. What I would like is to create a sort of word template that can use a worflow to be autofilled with information from fields in Hubspot (from a complaint ticket) tha read more

Reply Reports Service Templates

0 upvote

1 Reply

Accepted solution

StjepanGrcic

Top Contributor | Diamond Partner

October 11, 2021 02:27

Hi @SNerz You can try solving your problem using Zapier. Check the possibilites here. Or you can user Onlizer https://onlizer.com/microso...read more

Solved

Roosi_Chris on September 29, 2021

Set Templates as standard for Outgoing Mails via the Inbox

Hello there. I was wondering if there is an option to set templates as standard für Mail conversations that get startet via the Inbox. We are building up our ticketing system and are now in the first "release" state. So our people are starting t read more

Reply Templates

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

September 29, 2021 01:32

Hi @Roosi_Chris , Yes, this is possible. Via the "Insert" option, you can add either snippets or templates: With templates ...read more

Solved

vdlozano on November 14, 2020

Multiple email template selection before ticket is create

We're coming from osTicket and had a functionality where before we create a ticket we could select a custom template for send a confirmation email. So, in hubspot a can't we find some similar option. How to we can solve this?

Reply Email Deliverability Templates Tickets

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 15, 2020 03:29

Hi @vdlozano , HubSpot's logic is a bit different. Instead of selecting a template before sending an email, you can set up automation that sen...read more

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