Tickets & Conversations

We are trying to set up an automated reply-all email for the main conversation of a given ticket for when that ticket gets resolved / closed. I already set up a workflow with an email action that gets sent to the ticket's Contacts, but it is a separ read more

Customers can send their Emails to us, using either "software@company.com" for software issues or "myteam@company.com" for anything else. I want track the emails, the customer used for implementing a workflow, setting the ticket owner based on the read more

Hi everyone, I’m trying to enhance our automated internal notifications for service tickets. Specifically, when a customer replies to an existing ticket, our “customer replied” workflow sends an internal email alert to our team. What I ca read more

With our ticket pipeline growing, I'm being asked to create an exportable report that will show a lot of the details from the Service > Help Desk > All Open section. One of the items that was requested is a 'Last Communication Posted' field, read more

We create tickets based on our Contact Form submissions and would like to give these meaningful names instead of just "New Ticket from Form Submission". For this, it seems we have to add a subject line to our contact form, which we would like to avo read more

Is there a way to send a communication to a contact that includes all their open tickets and their pipeline status? Like a daily digest we could automate to send for any open tickets?

We use workflows to generate associated tickets that are assigned to different users. Each user completes their assignments for the tickets independently. I would like to create a workflow that automatically moves all of the associated tickets to c read more

Hi everyone, I'm currently setting up an automation in HubSpot and I'm facing an issue I can't seem to solve on my own. Context: When a customer fills out a contact form on our website, it automatically creates a ticket in the support ce read more

Hi there! We've recently started testing the Customer Agent and having tickets come through. An issue I foresee is that the ticket name comes in as something like "Ticket#98982093823". Is there a workflow that could update this name to provi read more

I have a contact who couldn't fill out the form required for workflow enrollment in an event. I manually enrolled them, but they are automatically routed to the "None Met" branch since they don’t meet the property condition that splits into four b read more

Good Morning! I am running into an issue at the moment with the Hubspot Workflow Editor, and Email Templates. Basically I need to pass the ticket description to the body of the email that i am sending out, but it is converted to plain text. The des read more

We often receive tickets from a standard no-reply email address and we frequently reach the ticket/contact association limit. We created a workflow to remove associations as per the link https://knowledge.hubspot.com/workflows/manage-crm-record-ass read more