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VEvelyn on Fevereiro 05, 2025
Hello! Is there is a way we can automate the category designation of a ticket based on what the ticket's source is? That is, can we make it so that ALL tickets that are generated from a particular inbox (source) are automatically labeled as a partic Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Fevereiro 05, 2025 17:41
Hey @VEvelyn ! It seems like you could use a workflow to segment tickets by source and then label them. The ticket record source properties woul...Leia mais
TJohnson314 on Fevereiro 05, 2025
We have multiple remote users experiencing slow or unresponsizness with HubSpot today. Reporting waiting multiple minutes for refresh or not at all. What's going on?
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Fevereiro 05, 2025 10:58
Hi @TJohnson314 , Generally, you can check HubSpot's status here: https://status.hubspot.com/ If you experience anything that is not l...Leia mais
Solucionado
SaiemH on Fevereiro 04, 2025
Hi Team, I’ve been assigned to modify this workflow, and I wanted to get your input. Currently, when an invoice remains unpaid for a certain period, the workflow creates a ticket in the AR pipeline for follow-up. If we’re unable to reach the c Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Fevereiro 04, 2025 14:13
@SaiemH I'd recommend creating a separate ticket workflow then that enrolls overdue tickets, delays, branches based on the status of the associated...Leia mais
NKarlsson2 on Fevereiro 04, 2025
Hi everyone! My account since 2018 has suddenly been deactivated. I would really really appreciate help to retrieve my account and get all my work back please. How do I do this? Thank you!
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Fevereiro 04, 2025 02:53
Hi @NKarlsson2 , You can request the recovery of your account by submitting the form at the end of this page: https://knowledge.hubspot.com/a...Leia mais
Solucionado
OofEnglish on Janeiro 29, 2025
Have a Starter option and need to log a ticket. Cannot find email or chat option in my dashboard. p.s Correct highlighted errors and try again - the message is just not I want to see now!
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 30, 2025 00:13
Hi @OofEnglish , A Starter subscription does not give you access to chat, email only. You should find it here: Type any questi...Leia mais
kurtneller on Janeiro 29, 2025
I'd like all tickets, regardless of history with any past owner, to always come in unassigned. I know I can create a workflow to clear the ticket owner, but will this impact attribution in reporting? Any help/insights are appreciated!
0 avaliações positivas
2 Respostas
Participante
Janeiro 30, 2025 13:55
Thanks for the response, Karsten. For some context, we're transitioning from another success platform to Help Desk...in the thick of Day 2. Ti...Leia mais
SWLen on Janeiro 28, 2025
Newly submitted Help Desk tickets generate a notification in the slack channel that is set under the "Sync Help Desk tickets to Slack" - this is great! It seems like ensuing notifications when a customer replies are then sent to the hubspot app Leia mais
0 avaliações positivas
4 Respostas
Participante
Janeiro 29, 2025 12:24
Thank you for the response @drafeedie - I did see your other post about the extraneous html. We are a smaller team that thankfully don't get many s...Leia mais
Solucionado
KParker92 on Janeiro 27, 2025
Has anyone out there developed a workflow pipeline for client services in a financial services firm, that involves attaching records with financial data on a hubspot ticket? I am eager to learn what challenges you experienced with data that includ Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Participante de valor | Parceiro Elite
Janeiro 28, 2025 09:15
+1 to these resources from @BérangèreL , @KParker92 . Welcome to the Community btw! I'd use HubSpot's sensitive data guidelines and tools. I...Leia mais
NicoleRinker on Janeiro 21, 2025
Hi HubSpot Community, I’m reaching out to share an ongoing challenge we’ve encountered with our AI chatbot setup and to see if anyone else has faced a similar issue—or found a solution! The Situation We noticed that when users interact with Leia mais
1 avaliações positivas
4 Respostas
Participante
Janeiro 29, 2025 13:09
Thanks for your response! I don’t actually see the option to tweak any of the AI agent’s language at all. For example, I’d love to remove or modify t...Leia mais
Solucionado
RTaragi on Janeiro 21, 2025
I've linked our account's inbox to our WhatsApp Business account and am trying to route conversations from the WhatsApp inbox to specific team members, but it doesn't seem to be working. I checked the inbox settings, but the routing options there ap Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Gerente da Comunidade
Janeiro 21, 2025 13:29
Hi @RTaragi ! Great question. The Knowledge Base article on conversation routing notes that you can only set routing rules for incoming messages...Leia mais
JoshVe on Janeiro 21, 2025
We are trying to better understand the volume of customer emails and tickets to identify clients with special needs. I am unsure of the best approach since some tickets take longer to resolve than others. Ultimately, I want to establish a method Leia mais
1 avaliações positivas
4 Respostas
Colaborador(a)
Janeiro 21, 2025 06:59
I am sure there are many ways, however i don't know how to set them up. Ideally i will have a dashboard report that shows a brake down of Clie...Leia mais
Solucionado
HK25 on Janeiro 17, 2025
Is it possible to make a required ticket property to move ticket into 'closed', dependent on another ticket property? E.g. Pre-existing property is called Fruits : Apples, Banans, Oranges, Strawberries. New mandatory property: Fruit Color : Ye Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 18, 2025 01:41
Hi @HK25 , If Fruits is a mandatory property for moving a ticket into Closed, then you would simply set up conditional logic: https://knowled...Leia mais
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