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Solved
Confident_25343 on July 15, 2024
Hi HubSpot Community! I’m working on setting up our customer support ticketing system in HubSpot, and I could use a bit of help. I’m trying to ensure that all our ticket-related emails follow a consistent naming convention in the subject line, s read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 16, 2024 00:15
Hi @Confident_25343 , As far as I know there isn't any way to auto-populate a subject line like this with the following requirements: Popu...read more
Solved
KSimpson2007 on July 11, 2024
I'm looking for a way to automatically associate tickets if they both associated to the same deal. To explain how we have our process set up... We have our service order forms from our website save as tickets that are manually associated to a de read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 14:22
Hi @KSimpson2007 , This should be doable through the new workflow associations beta: https://knowledge.hubspot.com/workflows/manage-crm-recor...read more
Solved
AdvocaseyS5 on July 10, 2024
Hi Guys, I am looking to automate the process of tagging and updating the status of notification emails within HubSpot. Specifically, I want to: Automate the tagging of incoming emails based on their content. Update the status of these ema read more
0 upvote
5 Replies
Accepted solution
Participant
August 28, 2024 10:16
Never mind, figured it out that you have to use And/Or branch to get a contains option.
Solved
ETvelia on June 25, 2024
Hi all! I am looking for a way to calculate volume of tickets as a workflow trigger. I want to trigger a workflow to send an email to everyone submitting a ticket if the volume reaches a certain amount within a certain period of time. This should ho read more
0 upvote
3 Replies
Accepted solution
Hall of Famer
June 25, 2024 20:21
Hi @ETvelia this could be achieved with a Custom Coded Action in a Workflow and would require Ops Hub Pro/Enterprise and most likely the help of a ...read more
Solved
TNicholson5 on May 14, 2024
Our fulfillment service sends us automated emails based on the delivery status of our products. At this time, I have an automation to auto-format a consistent ticket based on the step in the delivery process. However, since these emails are coming read more
Accepted solution
Contributor
May 15, 2024 13:17
It's hard to suggest anything more without seeing your full journey from initial ticketing to sending information to fulfillment and receiving confir...read more
Solved
StephPF on May 02, 2024
Hi, I would like for our customers to receive the appropriate email acknowledgement when submitting a support ticket based on the office hours of our support service team, something like: - Office hours - "your ticket is being processed" - read more
0 upvote
5 Replies
Accepted solution
Top Contributor | Partner
May 03, 2024 05:36
Hi @StephPF , As @PamCotton suggested, I would use a branch to do this. In both workflows, you could add a branch that checks the Create Da...read more
Solved
ASahin on April 17, 2024
Hello Community, We would like to automatically inform the "company owner" which is assosiated to a ticket when a ticket has reached a certain phase. Does someone has an idea? Somehow i was not able to find a solution. We have Sales& read more
0 upvote
2 Replies
Accepted solution
Participant | Gold Partner
April 20, 2024 15:06
Hello @ASahin , Yes, there is a solution. You can solve this using automation. Automation: step 1. You can set trigger according to your ce...read more
FileWaveOps on March 26, 2024
Our support team uses the HubSpot ServiceHub integration for sending workflow notifications directly to a shared mailbox anytime there's an update to a support ticket from our clients. Some examples: when a new ticket is received, customer has re read more
0 upvote
1 Reply
Community Manager
March 27, 2024 06:51
Hi @FileWaveOps , I hope that you are well! Great question, thanks for asking the Community! Just to make sure that I understand, when you menti...read more
Solved
KSweeney27 on March 21, 2024
We currently have our 'contact us' email address set to create a ticket automatically when someone emails that address. Right now it enters the subject name as the Ticket Name. Is there a way to have it enter text before the subject line? Essen read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 21, 2024 12:22
Hi @KSweeney27 , Yes 🙂 In a ticket based workflow, you would enroll these tickets, then use the "Set property value" workflow action to set...read more
BT4 on March 14, 2024
Hey guys, I needed to make variables to send a mass email to old clients, need your assist on how to do it. First thing , I needed the email to go only for clients who lead stage in "closed lost" is because of a particular reason. For instance, one read more
0 upvote
1 Reply
Top Contributor
March 14, 2024 19:01
Hi @BT4 , It sounds like you may want to go the workflow route: https://knowledge.hubspot.com/workflows/create-workflows Do you have a s...read more
Solved
Nathanhobbs on March 05, 2024
Hi there, Struggling to get this to work, so I'm hoping someone can assist. Basically, we are using a 3rd party integration to send out WhatsApp notifications (Wati if you are familiar). These notifications can only be triggered on contact w read more
0 upvote
7 Replies
Accepted solution
Top Contributor | Partner
March 06, 2024 08:05
Hi @Nathanhobbs , If I understand your suggestion correctly, you are asking if you create a ticket workflow to do the enrollment and then send ...read more
Solved
ShannonDean on February 22, 2024
Hello all, Looking for a way to update a tickets owner to the "Created by User ID" based on the status of the pipeline. E.g. When a ticket progresses to a specific step I want the owner to revert back to the person who created the ticket (will be read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Partner
February 22, 2024 05:34
Hi @ShannonDean , There is no simple way to do this unfortunately. If you have Ops Hub I think it would be doable using custom code - but you w...read more
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