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TNicholson5 en 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 Leer más
Accepted Solution
Colaborador
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...Leer más
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StephPF en 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" - Leer más
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5 Respuestas
Accepted Solution
Colaborador líder | 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...Leer más
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ASahin en Abril 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& Leer más
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2 Respuestas
Accepted Solution
Colaborador líder | Partner
Abril 17, 2024 10:02
Hi @ASahin , I think the easiest way to do this would be to have a workflow that copies the Company Owner on the associated Company record to...Leer más
FileWaveOps en Marzo 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 Leer más
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1 Respuestas
Administrador de la comunidad
Marzo 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...Leer más
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KSweeney27 en Marzo 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 Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 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...Leer más
BT4 en Marzo 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 Leer más
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1 Respuestas
Colaborador líder
Marzo 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...Leer más
Nathanhobbs en Marzo 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 Leer más
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7 Respuestas
Colaborador líder | Partner
Marzo 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 ...Leer más
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ShannonDean en Febrero 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 Leer más
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1 Respuestas
Accepted Solution
Colaborador líder | Partner
Febrero 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...Leer más
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JIrvine1 en Febrero 01, 2024
Here is what I am tryign to do (paraphrased): If a ticket was in the "Closed" state AND the ticket has a particular category assigned AND the ticket status has been changed to "Waiting on Us" THEN change the status to "New" The problem I Leer más
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8 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Febrero 02, 2024 11:43
@JIrvine1 via the workflow from my first reply: " set up a ticket based workflow that enrolls records when the ticket status changes, then wa...Leer más
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Kari-M en Enero 25, 2024
We use our Tickets to sign a project into Design. When a project is signed in the head of our Design Dept manually assigns a Designer to that ticket (making them a Ticket Owner) after reviewing the ticket and understanding current workloads. So Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Enero 25, 2024 14:24
Hi @Kari-M , This can be achieved with a custom calculation property and a company-based workflow. Since we want to copy from the company reco...Leer más
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mohamedhamad en Enero 08, 2024
I'm trying to setup a bi-directional HubSpot ticket to clickup task. Where if a client submits a HubSpot ticket from our client portal, and we move it to a specific stage, then it creates a clickup task to assign the internal team to work on. In tur Leer más
1 Me gusta
8 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Enero 09, 2024 16:58
Hey there @mohamedhamad . I checked in with my colleague (my boss, actually) Juli. She's our ClickUp guru at Imulse Creative. Her response was essen...Leer más
Joelk en Diciembre 26, 2023
Hi, When a customer responds to a ticket, I want the ticket owner to get an email notification with the customer's reply. This way, they can easily view the response without having to open HubSpot. I consider this a fundamental feature for a Leer más
1 Me gusta
2 Respuestas
Participante
Abril 29, 2024 01:51
Hi Joek - Just wondering if you found a work around for this one? I am in the same boat. Thanks, Jess
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