I apologize if this has been covered but we are looking to create a report showing which employees utilize the resources of a given service pipeline (in this case; Service Tickets of Marketing Requests). I attempted to sort the incoming request read more
Hi, We have connected our team inbox to automatically create a ticket when we receive an email from a specific inbox. Now, what we want is to create the ticket in a specific pipeline or another pipeline depending on whether the email (contact) read more
Hi @JoseGLS ,
I'm not aware of a way to add this branching logic at the moment of ticket creation, unfortunately. The way I'd approach this is...read more
I'm trying to get ServiceHub to automatically asign the ticket owner to the user who closed the ticket. We're trying to switch from Zendesk. What we are familiar with in Zendesk, is that that when a user solves (closes) a ticket, it is assig read more
Hi @AaronBoatin ,
As far as I know, there isn't any way to automate this, no. The person who closes the ticket would have to quickly check whe...read more
Hi all, I hope you all are doing well! The automation for auto assign conversations is off but soon as customer reply to email that ticket is assigned automatically to the original team member who interact first with that email. read more
Hi, I tried to move a form-ticket channel to a new inbox. The only way to do so is to disconnect the channel and then reconnect the channel in the new inbox. I am doing so with a form that auto creates tickets. Upon reconnecting, I selecte read more
We have recently switched over to Hubspot from our gmail inbox for our Customer Support operations. For the most part, this has gone very smoothly. We are, however, having a hiccup with our Dialpad voicemail transcriptions. Currently, all calls read more
Hey Hannah! So, I'm not anything close to being a developer. I know some great ones (where I work and others), but we haven't created content around ...read more
Does anyone know of a way to automatically associate a deal to a ticket? Specifically, if the contact has a deal associated to it, is there a way to copy that association onto the ticket for that contact? Thanks!
Hi Karsten, We do already have the Deal association toggled on for tickets. Our tickets are created automatically through the inbox -> pipelin...read more
Hello Everyone, I have an email address support@myorg.com, which I want to use as my support email for creating the ticket. This email address is not regular email but a distribution list in MS. Is it possible to use that as a team email to setup read more
Yes, you have to do some customization for that here's how you can do it: Go to the record type whose layout you want to customize (e.g., contact, ...read more
HubSpot's 20th February 2023 change to forms is a nightmare for my company's business process. We use HubSpot forms to create tickets that are associated with a contact's record. And, we email the form submission to an external group email addre read more
Hi @MMDC ,
With a Marketing Hub Professional subscription, you can create an automated marketing email and use the 'Send internal marketing em...read more
Hello! Is there any way we can create a ticket property mandatory if another ticket propery is selected? To clarify, we have a ticket property called 'Category'. If the ticket category is selected as 'Asset Performance' can we create another ticket read more
Hi @TCastillo1 ,
This is unfortunately currently not possible. Out of the box, there aren't any features which allow for setting a conditional...read more
Hello Community, This post serves as a question or idea. In Customer Service / ServiceHub, I want tickets (through a form submission or mailbox link) to be assigned to available employees only. However, in HubSpot you can only define a team read more
Hi @BZimmermann ,
You're correct, there currently isn't any native out-of-the-box feature for this in HubSpot. Right now, you would have to cu...read more