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  • TEnnis on September 23, 2021
    0 upvotes
    3 Replies
    Hello, I am trying to find a way to auto generate a ticket or at least a new contact from an incoming phone call. I work in the customer service department of a company that takes several incoming calls throughout the day. All the other systems ...
    Reply
    Member
    September 24, 2021 12:15
    Right now we are attempting to use 8x8 but are having trouble integrating it with hubspot, as mentioned above.
  • Baduist on September 14, 2021
    0 upvotes
    2 Replies
    Is it possible to automatically assign a ticket (or create a task) to a team / rep based on keywords in the content of the ticket? i.e. if an oncoming message has the word "unsubscribe" assign it to a certain team member, or if it contains "intere...
    Reply
    Member
    September 17, 2021 00:35
    Thank you @kvonloesecke ! Is it possible to somehow do the same with conversations?
  • JLoomis on September 07, 2021
    0 upvotes
    4 Replies
    Hello, I am trying to create a list of contacts from a filtered list of tickets. When I export those tickets, however, only the Associated Contact and ID come with the export, no other properties (in this case I need email) of the Associated Con...
    Reply
    Contributor
    September 08, 2021 08:50
    Hello @JLoomis , Yes I understand, you need other properties of associated contacts. So for that only I given you suggestion to prepare report ...
  • BryceChee on September 01, 2021
    1 upvotes
    4 Replies
    I wasn't sure if Hubspot was going to build this so I wanted to get the brains of all of y'all: I wanted a way to link multiple incident tickets to one problem ticket, so I can reply more effectively to multiple users. Similar to the idea of pare...
    Reply
    Key Advisor
    September 21, 2021 04:02
    Hi @BryceChee , I am unfamiliar with this specific situation. However, question - would you be able to create a playbook/create note/put in ticket...
  • BKing7 on September 01, 2021
    0 upvotes
    4 Replies
    Does anyone knows how to set up Client visibility of tickets? We want them to be able to see the tickets they’ve submitted and their status. Can’t find anything to get this set up. Please help!
    Reply
    Contributor
    September 14, 2021 08:44
    @BKing7 Hi, Unfortunately, this option is not available in the HS by default. Try the ready-made CliPlace solution . This is a portal for the cli...
  • Solved
    BB33 on August 30, 2021
    0 upvotes
    6 Replies
    i am integrating my back-end to hubspot ticket system. i send my user's reply as engagement (NOTE) and associate that with ticket. i want to get new admin's reply (responded to ticket). so i think i should get all engagement's , associated to...
    Reply
    Member
    September 03, 2021 22:50
    it is not possible to call api in every 5-10 minute , in production env ! think about i have 1M user and i want to integrate with hubspot. i dont k...
  • BB33 on August 30, 2021
    0 upvotes
    1 Replies
    Hi, i want to integrate with hubspot-ticketing system. my client want to create ticket and send reply with attachments. admins have to response to ticket with hubspot-panel. as i understand, for create ticket and then , add reply for ticketk : ...
    Reply
    Member
    August 30, 2021 05:34
    i also saw the SDK's github, its just wrapper on api. ( i mean sdk does not have any solution or trick to call less api ?) isn't it ?
  • Solved
    AFlanders on August 24, 2021
    0 upvotes
    3 Replies
    Hi, we have different swimlanes set up for our Ticket board. Every now and then we get tickets that do not update and move to the correct lane (Waiting on Us) when someone internal (@company_domain.com) replies on a ticket. We want it so that re...
    Reply
    Top Contributor | Diamond Partner
    August 26, 2021 05:59
    @AFlanders ,Currently, it would not be possible to ignore a Never log rule for only tickets, it will apply to all of HubSpot.
  • Solved
    CPresz on August 05, 2021
    0 upvotes
    2 Replies
    Hi everyone! I would need to be able to create a ticket after a client fills out a hubspot form (with ticket properties, of course). I need this to be automated. Right now, it creates a task to our client experience team, but I would want it to cre...
    Reply
    Most Valuable Member
    August 05, 2021 20:38
    Hi @CPresz , Actually there is no need for a workflow here. You can create ticket-specific forms: When you create such a form,...
  • FVlog on August 03, 2021
    0 upvotes
    4 Replies
    Everytime a customer replies to a ticket thread a new ticket is created, can anyone help?
    Reply
    Contributor
    September 22, 2021 01:44
    If you found the solutuion could you share it? Recently HB is also creating new tickets if the client is replying to an answer we have given. We...
  • Solved
    MorganW on July 30, 2021
    0 upvotes
    4 Replies
    To create a calculated age of a ticket (time from creation to closure or, if not closed, current date), I set up a workflow to populate a new field with either current date or close date. I need this workflow to run every day (or multiple times in ...
    Reply
    Most Valuable Member
    August 19, 2021 02:05
    Hi @MorganW , Thanks for sharing! If my earlier post led you to the solution, I'd appreciate it if you also marked it as a solution . H...
  • Solved
    RSwitonski on July 28, 2021
    0 upvotes
    2 Replies
    Hi there, I am creating an "installation" ticket pipeline, so we can track new deliveries and ensure clients get set up properly. I have created an automation so that each sales deal creates a ticket in the installation ticket pipeline, whe...
    Reply
    Participant
    August 05, 2021 08:16
    Thanks Karsten, this seems to be the way. Very helpful with the gif!
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