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
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
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
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
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
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
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
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
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
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
@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
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
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
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
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
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
Hi @Joelk ,
Thanks for reaching out to the Community, and for sharing your product feedback! I agree that it would be helpful to have a notifi...Leer más
Is there a way to trigger a workflow based on an email subject line? For example if someone sends an email in with the subject line "Promo Code" I want the workflow to trigger and then send that email to John C. every time we get that subject l Leer más