We would like to customise the fields/columns within the customer portal as they are very limited in its current format. There is not even the ability to filter. Is this in the development pipeline?
Hey @MPalmer6 I don't see information from HubSpot about this, however it might be a good idea to request this within the feature request forum he...read more
Hello, we are looking for a way to track trade shows, with the following data points: -Trade show name -Location -Date -Attended By: First/Last Name -Notes However, we don't want ot use meetings or calls because they require a company to read more
Is it possible to also use the job titles created in presets within the team inbox? I can't seem to use {{ userToken.job_title }} when setting up the team signature. This would greatly help us use the conversations inbox in a more efficient way read more
Hi @LAgustin . The token "job title" is a contact property, not a HubSpot user property in the standard use of HubSpot. So your users of the convers...read more
Hi @MVitale2 ,
This looks like someone has connected a shared team email as a conversations inbox. You can check and disable connected channel...read more
Hi, I have a question about ticket id's. Currently we have customers that email in to our inbox multiple times, creating multiple ticket id's. We want a way of 'auto merging' the id's related to the same contact so we can keep the informatio read more
Hi @MPower34 ,
I can see this backfiring but if you still want to go ahead, this would be achievable with a third-party integration like Insyc...read more
Is there a way to only show certain ticket status options based off the category of service ticket selected? Example: Service Ticket Category Options: New Order Inquiry Custom Order Inquiry Customer Complaint Ticket Status Options: read more
Hey folks. All our tickets are linked to an associated deal, on a one-to-one relationship. When I log a call on a ticket, I would like it so that the call is also associated with the deal. This way we dont have to go hunting for information. read more
Hey @JSalter-Duke hope you are doing well.
So for the moment this cannot be done massively with workflows
but we have solved this for our custo...read more
Hi, Thanks in advance for the assistance We were previously using Ninja Forms and our process worked perfectly as so: 1. Website visitor would submit the form 2. An inbox message in Hubspot would be created as well as a contact 3. The read more
Hi, Yes it was working previously; but not anymore and i'm not sure why The fleuntforms integration is not as robus as NinjaForms, thats for ...read more
So I am not new to hubspot I have implemented a number of solutions using CRM, CMS and Marketing for other companies before. I am now in a new company and was pleased to see they are already using hubspot when I arrived. They currently use it for read more
Hi All, Hope someone can help as getting slightly frustrated. So we have set up a Business WhatsApp and after invetigating other 3rd party integrations we have decieded to go with HubSpot WhatsApp integration. We have this set up as foll read more
@DianaGomez not sure if I can help, but have a few questions for @OllyLD that might help find the answer.
When the WhatsApp message comes t...read more
Hello @GMarkham thank you for posting in our Community!
I would recommend a workflow to close the tickets.
For example: You would first nee...read more