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CMoravec on December 08, 2023
We are not currently using HubSpot to manage support tickets. But are really wanting to consolidate resources into one platform (HubSpot). Our SaaS organization has multiple business lines; we categorize our customers to the city they are in (i.e. read more
Community Manager
December 08, 2023 14:56
Hello @CMoravec , Happy Friday! Thank you for posting in our Community! I want to share some resources with you about tickets and how more
CComunicacion on December 07, 2023
Hola En el espacio de contactos de hubspot, queremos agregar uno o varios contactos a una lista activa ya creada. Pero cuando quiero agregar este contacto a una lista, este solo me permite agregar a las listas estáticas. read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 08, 2023 00:30
Hola @CComunicacion , Puedes encontrar instrucciones para añadir contactos a listas activas aquí: more
barbuckle on December 07, 2023
Hi. We are in the process of implementing HubSpot Service and moving from Salesforce. Our current support process allows my team to assign a support ticket to a certain tier/queue. For example, a simple support case comes in, and remains in "tier 1 read more
0 upvote
3 Replies
Hall of Famer | Partner
December 08, 2023 00:33
Hi @barbuckle , Almost! The term 'object' in HubSpot corresponds to contact, ticket, company, deal. Those would be objects. The more
OHenderson6 on December 07, 2023
Is there a way to see projected/potential customer revenue in a report or on the dashboard?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2023 01:17
Hi @OHenderson6 , The forecast tool might be what you're looking for: more
OHenderson6 on December 06, 2023
I'm looking to automate assigning the company the ticket belongs to, instead of manually adding the company every time a ticket comes through
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2023 00:50
Hi @OHenderson6 , If the ticket is created via form submission or a team email and if the contact is automatically associated with the more
GLevine on December 06, 2023
Hello! If a contact has two companies assocaited to their contact record would they be able to see tickets for both companies when using the customer portal, or would it only show the primary companies tickets? Thank you in advance!
0 upvote
1 Reply
Community Manager
December 06, 2023 15:23
Hi @GLevine , Thank you for reaching out to the Community! By default, in the customer portal, contacts are able to view tickets only more
AAdofina on December 05, 2023
Hi everyone, I was able to create a workflow however, the only action under communication is to send an email. I tested it and it did sent an automated email response but the auto response did not appear in the customer portal ticket details page ( read more
3 Replies
Guide | Elite Partner
December 06, 2023 02:40
Hi @AAdofina I would follow through with @Lucila-Andimol 's recommendation here and then get to support to gain clarity if it's working as more
SOgunleye on December 04, 2023
Intercom has a feature in their chatflow builder that sends an automated response to a user only after they've typed a question. I don't see the ability to do that in hubspot chatflows, is there anyway to make this happen?
0 upvote
3 Replies
Accepted Solution
Guide | Platinum Partner
December 07, 2023 07:53
FYI for those interested. Myself and @SOgunleye met on a call to go through her chatbot issue and discovered that because she was using two 'Send more
Kirekchiev on December 01, 2023
Hi all, I need to create myself an overview report of open tickets from each day for the last month(or selected period of time). Basically I want the days to be displayed on the x axis(1,2,3,4,etc) and on the y axis I want to have the number of read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Partner
December 01, 2023 08:01
Hey @Kirekchiev Seems like we had a similar task recently. There ar eno standard reports for this, but I found a turn around: To more
MFreyne on November 30, 2023
Hello, How can I have under Company: A 1st level property called Types of Partners And then a 2nd level associated to each 1st level property Basically a subcategories of Property See below an example of the structure So read more
0 upvote
11 Replies
Accepted Solution
Hall of Famer | Partner
November 30, 2023 08:22
Hi @MFreyne , This can be achieved with conditional properties: more
OBrungot on November 29, 2023
I am using the email forwarding to forward inbound emails to my mail provider to Hubspot. The mail gets received and ticket created as expected, but the ticket is assigned to the forwarder and not the original sender. I've turned this setting on/o read more
0 upvote
2 Replies
November 30, 2023 01:46
It is the associated record I am refering to, though I see my post could be misleading in that sense. All emails being forwarded to HubSpot more
ricksox on November 29, 2023
Hello! First post here and am excited to be a part of this community! My company has been using Hubspot for a while now but we are just starting to dig into reporting and metrics to develop KPIs for our service and support team. I've noticed tha read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
November 29, 2023 14:22
Hi @ricksox , Typically, you would also set up a workflow that enrolls tickets when they move into the closed status. This workflow would more
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