Hi there, I've created a workflow that automatically assigns tickets as they are submitted through a form, based on the ticket category. Whenever the workflow is triggered, the assignee indeed gets an email notifying them of the assignment but read more
Hi Community and Experts, I am trying to create a workflow that can manage my contact's appointments and send automated notification at various stages, e.g. (1 day after appointment date has been updated/uploaded on Hubspot, 1 day before appoint read more
tiWe have a workflow based on a ticket pipeline and tasks are created based on which ticket status the ticket is moved to, but sometimes the ticket might move back to a status it's already been in, which triggers the tasks to be recreated even when read more
Hi @CMarritt ,
If you do not want the task to be recreated, you would disable re-enrollment for this workflow: https://knowledge.hubspot.com/...read more
Hi, I am trying to figure out a way to automatically update property values within tickets that is triggered dependent on which snippet/template my support team uses. We have specific replies that we use depending on what the end user is asking read more
@DennisHL In the past, I've been able to pull specific templates by filtering based upon the subject line that was used. It's not always perfect es...read more
Hello everyone, I'd like to find out whether this is possible and if so, how do I achieve this. We have a Form set up, which when submitted, creates a ticket and sends an automated email response to client via Workflow. Is it possible to read more
Hi guys, I'm facing one issue I can't sort it out. I'm setting our HubSpot with an Help Desk pipeline: when an user has a problem and he want our help desk fix it, he send a mail to a certain address. Hubspot, automatically, creates a ticke read more
Hi @DCalabrese ,
If you want to send an email to the contact automatically when the ticket is created, you can follow these steps: https://kn...read more
Sometimes I need to email a specific contact and associate that email with a help ticket in order to resolve the problem and keep my team informed. I've been able to do this successfully with the expection of the fact that the reply emails from the read more
@AWoodford I would recommend adding this to the ideas forum in the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas ...read more
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
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
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
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
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
Hello I was hoping someone here might be able to help me, the problem I have is with a workflow that is not completing the 'action' part (in this instance, creating a Ticket and assigning it) We are trying to automate incoming emails from cu read more
Hi there. We currently have a 3rd party manage some tickets for us when we are closed for the evening. I have an automation written that assigns tickets + contact to this user so that they can respond to the ticket without seeing our whole c read more