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
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
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
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
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
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
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
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
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
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
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
@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
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
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
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
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
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
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
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
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