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Solved
KBillings on April 01, 2025
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?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 02, 2025 00:11
Hi @KBillings , Here's how I would approach this (requiring Operations Hub Professional / Enterprise). Create a multi-line text or rich te...read more
Solved
TClasquin on April 01, 2025
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 01, 2025 12:48
Hi @TClasquin , I would approach this with calculation properties that check how many of the associated tickets are in each ticket status. You...read more
Solved
marketinglcm on April 01, 2025
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
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
April 01, 2025 11:01
@marketinglcm this is effectively the same thing, isn't it? You can rename category options (in the left sidebar of the form editor) to appear diff...read more
robertmaclean on March 19, 2025
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
0 upvote
1 Reply
Community Manager
March 19, 2025 20:50
Hey @robertmaclean ! Great question. I want to invite @GrantCarlile and @Bryantworks to see if they can offer any advice here. Hey y'all! ...read more
Solved
EMtz903 on March 17, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 17, 2025 09:10
Hi @EMtz903 , No, you can't send a contact to an action directly – at least not by clicking on the action. Here's what you could do: ...read more
Solved
JEhritz on February 11, 2025
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
0 upvote
3 Replies
Accepted solution
Member
February 19, 2025 17:01
I found a solution to my problem! I just created a custom ticket property of fieldtype "html" to hold the ticket description as HTML formatted text....read more
Solved
YK11 on January 14, 2025
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
0 upvote
3 Replies
Accepted solution
Participant
January 15, 2025 16:58
So with the help of Hubspot support, we found the fix. Although I can see that the Contact is associated with the Ticket by default, you need to apply...read more
Solved
KBillings on December 11, 2024
Is there a way for the email sent to a user after they submit a ticket can be logged in the ticket activity? We currently have a workflow that sends the acknowledgement email based on the source of the ticket and pipeline status it's in but that ema read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
December 11, 2024 11:41
Hi @KBillings , Unintuitively and sadly, this is currently not possible. Automated emails are only displayed on contact records, not on any ot...read more
Solved
MSaurat on December 03, 2024
I'm trying to send a whatsapp template from a conversation base workflow. Which would make sense right, new whatsapp message coming in, send template. However in the Communications panel there's no "Send whatsapp message" option it's only slack or read more
1 upvote
7 Replies
Accepted solution
Key Advisor
December 03, 2024 11:26
@MSaurat Kindly check this Video and you will get an Idea how you can Set a workflow trigger : https://www.youtube.com/watch?v=LUcXGGwx2ZU ...read more
Solved
GOFarrell on November 25, 2024
Has anyone else noticed that the ticket status automation isn't working? We have SLAs to change statuses when a customer responds to our support team or when our support team responds to them, but it seems to not be working this morning. We have to read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 25, 2024 13:24
Hi @GOFarrell , Have you checked the workflows that are updating the ticket status? Were changes made to these? If not and if everything loo...read more
Solved
IsaiahSynkwise on November 14, 2024
Here is the plan I'm trying to do. I first send an email from the Company profile to start the process of use gathering info from when they reply, we CC the user that is requesting to connect to that pharmacy. Our support team uses the Help read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Diamond Partner
November 15, 2024 08:37
Hi @IsaiahSynkwise , Sounds like Copilot is really muddying things here, and i'm going to need to break down the actual problem/request. So fr...read more
Solved
KPadhiyar on November 06, 2024
I have two Single-Line text properties—one is sensitive and the other is non-sensitive. I created a workflow to copy the value from the sensitive property to the non-sensitive property. It works for the date-time picker but not for the Single-Line t read more
0 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
November 06, 2024 12:03
Hey @KPadhiyar it's against HubSpot's TOS to store sensitve data in a non-sensitive property. So I would imagine this feature is intentionally disa...read more
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