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HelBle on September 17, 2024
Hello, we recently switched to Help Desk and have noticed that if we send an email via hubspot and there is a reply to that email from the customer, the ticket goes from Assigned to the user who sent it, to unassigned. This is causing the sender to read more
0 upvote
2 Replies
Participant
September 17, 2024 14:01
Thank you for your reply. I'm a bit confused, though. This function is turned on within Hubspot for us, but it seems like it should be. The original...read more
Solved
FBrandstätter on September 17, 2024
My company offers furniture for purchase online. To this end, we provide customers with the ability to order fabric samples online before their purchase. For this, a new ticket in hubspot is created for every fabric sample order. As we use certain r read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
September 17, 2024 05:22
Hi @FBrandstätter , Just to confirm, you want to get a notification not when a certain contact or company has submitted a number of tickets bu...read more
KRoos on September 16, 2024
Hi, Our sales department collects all kind of information during the sales cycle and at the end when the deal is won. We've added custom properties to store this information (no in a playbook, but we want the accountmanager to store it in the de read more
0 upvote
2 Replies
Participant
September 16, 2024 10:18
Hi WKhan57, thanks for your response and solution! I know that you can add questions (properties) that pop-up when you want to change the deal stat...read more
Solved
HelBle on September 10, 2024
Hello, I'm trying to set up an auto reply to tickets. If a ticket/email is sent to us, I'd like it to auto reply something like Thanks for reaching out, we will get back to you in X business hours and include the associated ticket number. I found read more
Accepted solution
Hall of Famer
September 10, 2024 18:30
Hi @HelBle , happy to help! Here are the steps: 1 - Open your Settings (widget icon in top right navigation) 2 - on the left sidebar, ...read more
Solved
svamann on September 09, 2024
I would like to allow contacts from _some_ companies to view all tickets associated to their company. Is there a way to selectively grant "view all tickets that their primary company is associated with" ticket permissions only for certain companies? read more
0 upvote
5 Replies
Accepted solution
Hall of Famer
September 10, 2024 14:12
Thanks for the tag @BérangèreL , unfortunatley @svamann the settings for view access to all tickets is currently global, my feeling is that more t...read more
Solved
ctorres067 on September 06, 2024
Hello, I've been attempting to verify my Google email integration with HubSpot, but I'm not receiving the verification code in my inbox, spam, or trash folders. I've followed all the instructions in this article, but I'm still having no luck: read more
0 upvote
2 Replies
Accepted solution
Thought Leader | Elite Partner
September 09, 2024 04:56
Hi @ctorres067 , Here are a few things you might try: Double-Check Your Email : Make sure you’ve entered the right email address in ...read more
Solved
ETvelia on September 05, 2024
Hello! I am wondering if anyone has any tips for the following integration in Softr to build a client portal: How to show the ENTIRE ticket thread if there are multiple replies/back and forth on the same ticket How to make it so that clients can read more
0 upvote
2 Replies
Accepted solution
Hall of Famer
September 10, 2024 14:29
@ETvelia Softr allows you to create a client portal with no code, I'm not surprised their support isn't helpful as it's a bit more complex to creat...read more
Solved
Dogtag89 on September 05, 2024
Hi, I am about to migrate one of our shared email channels over to the Help Desk, but I was wondering if it was possible to migrate back to the Conversations inbox. The team is just getting used to the Conversations inbox, and I hope a move to the read more
0 upvote
1 Reply
Accepted solution
September 05, 2024 14:06
Hi @Dogtag89 ., Yes, you can move a shared email channel from the Help Desk back to the Conversations inbox in HubSpot. If your team finds the He...read more
Solved
Shuler on September 04, 2024
Is there a way to create a view of conversations NOT associated with a ticket?
0 upvote
2 Replies
Accepted solution
Hall of Famer
September 05, 2024 07:47
Happy to help @BérangèreL and @Shuler , to clarify, I believe you're looking for conversations that are in the inbox, but not a ticket (that would...read more
MPortman on September 02, 2024
From a Tickets/Help Desk perspective, within the Email function we'd like to select a Distribution List from the To: field instead of adding 10s or 100s of addresses manually. We've looked at Lists, too cumbersome & very marketing/sales focus &a read more
0 upvote
2 Replies
Participant
September 11, 2024 11:35
Hello, I suggest you create a dynamic list based on some conditions/property values. For example, if a contact has created a ticket today, include t...read more
Solved
TGibs02 on September 02, 2024
Hello, In our instance when a Ticket is created from anywhere, the Ticket Owner is defaulted to the Ticket creator. I am keen to understand if this is ootb behaviour or will there be a WF setting this? We don't want the Ticket owner to b read more
0 upvote
3 Replies
Accepted solution
Top Contributor
September 04, 2024 14:53
Hi @TGibs02 , If you're using Help Desk or Inbox, you can modify the auto assignment in settings demonstrated in the first part of the GIF. ...read more
SBosevich on September 02, 2024
I'm stumped. All users have Service Hub license. All users' Permission Set for Tickets includes permission to "Edit All Tickets" The "Ticket Status" property is set to " Everyone can view and edit". Pipeline rules do not restrict Ticket S read more
0 upvote
2 Replies
Most Valuable Member | Elite Partner
September 04, 2024 10:32
+1 for this answer @BérangèreL - no notes. 😊
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