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Solved
dmattauch on September 27, 2022
Hi, Let's say i want to send an automated email after 24 hours if customer didn't respond to a support email. Should i use ; marketing emails and define their status as marketing contacts? Or what is the best automation to use there? mar read more
0 upvote
1 Reply
Accepted Solution
HubSpot Employee
September 27, 2022 08:22
In your portal settings you should see some automation in the ticket settings area. There you can see by pipeline the automation that runs. You can c...read more
Solved
clvtross on September 22, 2022
I want to confirm that I am able to create free users from our instance and confirm they can view and complete tasks assigned to them directly. I know that accessing tasks in a queue does depend on a Professional or Enterprise license. I also want t read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 22, 2022 22:07
Hi @clvtross , Creating, editing, assigning and completing tasks and tickets are all features available to free users: https://knowledge.hu...read more
Solved
DLoszewski on September 19, 2022
Hello, Is there a way to remove some of the fields/categories on the right sidebar of the conversation view?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
September 19, 2022 07:56
Hi @DLoszewski , As far as I know, this can not yet be customized. There are ways for removing these sections for the contact record view (rig...read more
JHoyos on September 10, 2022
Today in the Service Hub, you assign conversations to an Inbox, and you assign the ticket creation via a form. But a conversation does not allow you to assign the ticket to the proper time using workflows based on the ticket creation criteria. W read more
Top Contributor | Diamond Partner
September 11, 2022 05:11
Hi @JHoyos Yes, this is possible with workflow but you need a Service Hub professional and you can assign and create a workflow based on contact ...read more
VRakitski on August 29, 2022
Hello! I use workflow automation to create Jira Ticket based on Hubspot Ticket. But I can't transfer attachments files from HS ticket to Jira ticket or at least add HS links to these files to the created Jira ticket description. Is there any solutio read more
Community Manager
August 30, 2022 12:46
Hi @VRakitski , Thanks for reaching out to the Community! If you wish to sync ticket attachments to Jira, you can manually attach it ...read more
Jnix284 on August 20, 2022
I'm a big fan of including images in my ticket responses because it helps add clarity to the words and makes it easier for customers to connect the dots. Most of the time I use a screenshot tool to capture the image I need and paste it directl read more
Recognized Expert | Partner
August 21, 2022 17:49
Hi @MMartain thanks for the information about connecting inbox, my inbox is already connected, I was really just looking to start a conversation ab...read more
MelParry on August 18, 2022
Hi Everyone, I currently have the option to use the Original Sender as the contact for a ticket when an email is forwarded in. My question is, how can I set it up so both the original sender AND the forwarder are included? We have quite a read more
0 upvote
4 Replies
Participant
September 13, 2022 07:09
The person who forwarded the email is the sales person we want also added to the ticket.
Solved
mattwalsh527 on August 04, 2022
Hi everyone, I could not seem to find an option for this: we are ok when customers reply to closed tickets and the ticket opens back up, as long as its within a few days after the ticket was closed. We find that sometimes a customer will like to use read more
0 upvote
2 Replies
Accepted Solution
Contributor | Elite Partner
August 04, 2022 11:01
Hi @mattwalsh527 ! Good question. Yes, you should actually be able to do this. I haven't tested this out, but here's what I'm thinking: The automa...read more
Paysteady on July 29, 2022
We do not use the "automatically assign tickets" feature in Hubspot. Instead, conversations are manually assigned to agents after a message comes to our shared inbox. However, once a conversation is assigned, it remains assigned without any (or any read more
Contributor
August 02, 2022 05:18
We do not. We typically stick to the "out of the box" workflow functionality. It seems bizarre that this is not a standard function as part of the SL...read more
amizelle on July 29, 2022
There needs to be a way for HubSpot to recognize that a ticket submission was sent to 2 of the service email addresses and consolidate it to one ticket, or recognize that there are multiple tickets with the exact same name and description and consio read more
2 upvotes
1 Reply
Community Manager
July 29, 2022 14:18
Hello @amizelle , thank you for posting in our Community! I would like to invite our top experts @benesch_e @Josh @James-Preseem any recom...read more
MWalton1 on July 26, 2022
Is there a way to set up keywords for the system to scan for? I'd want it to work like this; if a ticket comes in and has one of those keywords it gets put into a category.
0 upvote
1 Reply
Community Manager
July 27, 2022 06:34
Hi @MWalton1 , Thank you for reaching out; that is a great suggestion and I appreciate you explaining how it would help you out! I w...read more
Solved
MelParry on July 19, 2022
We currently do not use the Chat functionality. We do, however, use the Conversations (created by customer distros put into HubSpot) that then auto-create tickets. There needs to be an option to use the "Away" status that Chat has for Conversat read more
0 upvote
1 Reply
Accepted Solution
Community Manager
July 19, 2022 10:46
Hi @MelParry , Thank you for reaching out; that is a great suggestion and I appreciate you explaining how it would help you out. Currently, o...read more
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