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, 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

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

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

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

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

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