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?

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

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

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

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

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

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

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

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

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

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

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