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
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
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?
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
@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
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!
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
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!
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!
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
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
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
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
+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
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
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
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
Hi @RTaragi ! Great question. The Knowledge Base article on conversation routing notes that you can only set routing rules for incoming messages...Leia mais
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
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
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
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