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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
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
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
Participant
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 c...read more
Solved
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 ...read more
davecriswell on March 11, 2022
Hi All, We have a chatbot set up to transfer to a live chat when certain parameters are met. If there is no agent available a conversation is created with no owner. I'd like to rotate these unassigned conversations to agents on a particular read more
0 upvote
3 Replies
Member
August 11, 2022 20:57
What might work is create a ticket with no owner, Then run a ticket-based workflow that looks for the status/pipeline + no owner, and then rotate t...read more
Solved
anandkjain on February 09, 2022
We are creating Service Pipelines for Onboarding our customers and automating routine order processing. The order processing requires collecting additional info from clients through forms. We want to send the form links via email, which upon submis read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2022 03:25
Hi @anandkjain , I fully agree that this would be useful and I assume that this might become possible at some point, especially since HubSpot ...read more
Halli on January 13, 2022
Hi We have a Sales and Service paid accounts for Hubspot Am I missing something or is it not possible to create a workflow and have it send and automated email to user after a critera? (without marketing pro) What i mean is lets say i cr read more
0 upvote
8 Replies
Participant
January 14, 2022 01:41
Her is video: https://www.loom.com/share/addd4c28a4fc4d08bcdba34231d2dd83
Solved
Craig_R on January 12, 2022
In 2022, is it possible that HubSpot doesn't have dependent drop downs for ticket Properties? I understand something like this exists in Forms, but how can it be that there is no dependency options for ticket properties? The dirtiest dirt c read more
3 upvotes
4 Replies
Accepted Solution
Hall of Famer | Partner
January 12, 2022 21:47
Hi @Craig_R , This should work, at least I'm not experiencing any issues in any of my portals. See the example below; after clicking on the C...read more
Solved
Alex94 on January 06, 2022
Hi everyone, ist there any possible way to send automatic E-Mails via Workflows or other similar options? I know there is an option with marketing contacts, but we have over 130,000 contacts, so it would be far too expensive for us to list them all read more
Accepted Solution
Hall of Famer | Partner
January 06, 2022 06:23
Hi @Alex94 , I'm on the full Enterprise suite, however not on marketing contacts. Thank you for the screenshot, it looks like you will i...read more
Solved
CGoodwinOlsen on January 06, 2022
When merging 2 tickets, the resulting ticket gets a new ticket ID. Our issue is that the previous ticket IDs are not searchable in any way. Customers will typically receive an email with the ticket ID via pipeline automation, and it is problematic read more
Accepted Solution
Hall of Famer | Partner
January 06, 2022 04:27
Hi @CGoodwinOlsen , That would have to be manual, unfortunately. If you don't mind your tasks section cluttering up, you could create a ...read more
Samig on October 19, 2021
Hi all, Is it possible to send notifications from Hubspot to Slack Private Channels? Thanks in advance.
0 upvote
5 Replies
Member
October 26, 2021 01:58
Hi @webdew , I did the steps mentioned in the topic, but the case is when I am trying to use workflows to send notifications to Slack, Only public...read more
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