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R_S on March 22, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 22, 2023 11:42
Hi @R_S , Your workflow is ticket -based, not conversation -based. Your second screenshot is showing a conversation, not a ticket. If more
Zhen_Ming on December 23, 2022
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
0 upvote
2 Replies
Contributor | Diamond Partner
December 28, 2022 03:45
You can use a third - party integration by collaborating with us to send automated SMS notifications to contacts more
CMarritt on December 09, 2022
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 09, 2022 05:05
Hi @CMarritt , If you do not want the task to be recreated, you would disable re-enrollment for this workflow: more
DennisHL on December 07, 2022
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
1 upvote
3 Replies
Accepted Solution
Key Advisor | Diamond Partner
December 07, 2022 11:06
@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 more
mgavenda on November 22, 2022
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
Accepted Solution
Guide | Elite Partner
November 23, 2022 00:35
Hi @mgavenda It sounds like steps 1 - 3 are already happening. You have a form, which creates a ticket and sends an email. Looking at the more
DCalabrese on November 17, 2022
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 17, 2022 03:12
Hi @DCalabrese , If you want to send an email to the contact automatically when the ticket is created, you can follow these steps: more
AWoodford on November 15, 2022
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
5 Replies
Accepted Solution
Key Advisor | Diamond Partner
November 17, 2022 10:03
@AWoodford I would recommend adding this to the ideas forum in the community: 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
Accepted Solution
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 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 more
drafeedie 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
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 more
WKite on July 05, 2022
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
0 upvote
2 Replies
July 06, 2022 03:14
Thanks @karstenkoehler I have actually started from scratch now using your recommendation instead, which works fine, so thank you. I was more
RSwitonski on May 31, 2022
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
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 31, 2022 03:14
Hi @RSwitonski , Enrolling by the ticket status "New" should be equivalent to a ticket arriving – or is this different for you? One way more
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