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Solved
KSimpson2007 on July 11, 2024
I'm looking for a way to automatically associate tickets if they both associated to the same deal. To explain how we have our process set up... We have our service order forms from our website save as tickets that are manually associated to a de read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 14:22
Hi @KSimpson2007 , This should be doable through the new workflow associations beta: https://knowledge.hubspot.com/workflows/manage-crm-recor...read more
AdvocaseyS5 on July 10, 2024
Hi Guys, I am looking to automate the process of tagging and updating the status of notification emails within HubSpot. Specifically, I want to: Automate the tagging of incoming emails based on their content. Update the status of these ema read more
0 upvote
3 Replies
Hall of Famer | Partner
July 11, 2024 08:54
@AdvocaseyS5 if you're on a Service Hub Professional subscription, this can easily be achieved with a ticket-based workflow: https://knowledge.hub...read more
Solved
AdvocaseyS5 on July 09, 2024
Hi Guys, We already have a ticketing system (Service Hub - Help Desk) where users can submit tickets through email, phone, or our customer portal. When a ticket is submitted and received , I want to trigger an automated response. The resp read more
Accepted solution
Community Manager
July 09, 2024 16:12
Hey @AdvocaseyS5 , welcome to our Community! To automate ticket responses in HubSpot Service Hub, you can set up a workflow that triggers an...read more
SBFlyHigh on July 09, 2024
Hello, i'm trying to fix the error i'm getting but i don't know what i'm doing wrong. I connected my domain to hubspot and i says it is connected but it says "this page is unavailable" I already tried to add /home on the configs and the doesn't read more
0 upvote
4 Replies
Hall of Famer | Elite Partner
July 10, 2024 18:43
UPDATE from HubSpot Support (ticket #15668088) 1:30 PM CDT The engineering team deployed a fix to the system this morning that resolved the ...read more
ETvelia on July 08, 2024
I am wondering if anyone has any suggestions for creating a response time property using custom properties? I attached an example of what I am working on below. Basically, I just want to know all of the response times versus just the first response read more
Top Contributor | Partner
July 09, 2024 04:16
Hey @ETvelia You can use a way around here: To create a custom property in HubSpot that tracks all response times, not just the first response...read more
CFullinwider15 on July 05, 2024
We created an orders based report and are using the fiscal year check box on the created date filter and the year is showing 2025 instead of 2024. Has anyone run into this before? Is there an additional setting/filter we need to use to update that d read more
2 upvotes
4 Replies
Key Advisor | Partner
July 08, 2024 07:52
I don't believe this is possible at the moment, it looks like it will always display as the year the fiscal year ends and not the one it starts on! S...read more
drafeedie on July 03, 2024
Hello, We are on Enterprise Service Hub and work out out Help desk. Our CS reps have to schedule Zoom meetings with customers from time to time and we try to avoid our reps using their personal emails, as customers will inevitably email them dir read more
0 upvote
1 Reply
Most Valuable Member | Elite Partner
July 03, 2024 08:57
Hey there @drafeedie . Unfortunately, I don't know of specific information about integrating Zoom meeting scheduling directly within HubSpot's Help...read more
ETvelia on July 01, 2024
Hello. I am trying to delete my Support pipeline because it is no longer needed. We have transitioned fully into Help Desk, but when I go to delete teh Support pipeline it is attached to something in Inboxes. The only thing connected in Inboxes is t read more
1 upvote
5 Replies
Hall of Famer | Elite Partner
July 07, 2024 09:18
@ETvelia since HelpDesk is relatively new, I imagine there are some technical situations (like not being able to delete the old pipeline) that aren...read more
MNoguera on July 01, 2024
I am using Webmail and I am trying to connect ti to Hubspot, but it keeps saying that there is a problem with incorrect SMTP when I have double checked and details are correct. IMAP Port: 993 POP3 Port: 995 Outgoing Server: mail.galphas.com SMTP read more
1 upvote
1 Reply
Top Contributor
July 01, 2024 19:32
Hi @MNoguera To troubleshoot your email connection, verify two critical settings. First, ensure that HubSpot is configured to use th...read more
LauraH on June 28, 2024
Hello! We are working with the chatflow feature in Hubspot. Currently, if a user dismisses the chatflow, it appears again in 24 hours. That can be seen as an annoyance to everyday users, so I would like to propose options to choose 1 day, 14 days, 3 read more
1 upvote
1 Reply
Hall of Famer | Elite Partner
June 29, 2024 09:03
Hi @LauraH this is a great idea, having more flexibility with the chatbot settings could solve for different use cases. I could only find one idea ...read more
Solved
drafeedie on June 26, 2024
The slack notifications within HelpDesk are super limited due to the ticket propery options being super limited within the configuration settings (screenshot below.) What is the best way to configure notifications to a primary account rep / CSM that read more
1 upvote
3 Replies
Accepted solution
Hall of Famer | Elite Partner
June 27, 2024 19:32
This definitely seems like a bug, with the slack integration and not with how you have it configured @drafeedie , since you're using Enterprise, I'd...read more
Solved
ETvelia on June 25, 2024
Hello! I am wanting to find a way to send a CES email after a contact has 10 tickets close. So for example, they would have tickets 1-10 all closed and then they woudl receive a survey. They wouldn't receive another survey until the 20th ticket was read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 26, 2024 00:33
Hi @ETvelia , With the classic CES (if you're choosing to create the industry standard CES Customer Effort Score survey) this is not possible....read more
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