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Solved
jessreilley on May 17, 2024
Hi, Is it possible to create a report of who was the owner of a ticket during each stage in the ticket pipeline? We want to get a count of the ticket owner during the different ticket statuses, but I can't figure out how to generate this report read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 17, 2024 15:21
Hi @jessreilley , Not out of the box, no. You would have to set up a property for each stage, a user property: Stage 1 user Stage 2 user...read more
Solved
SSanders0 on May 15, 2024
I'm trying to create a report that will show the number of tickets closed per user each day for a certain time period (say, two weeks). I can do something manually in a spreadsheet program with days on the X, n tickets closed on the Y and multiple read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 16, 2024 00:17
Hi @SSanders0 , Happy to help! Navigate to Reporting & Data > Reports > Create report > Single object > Tickets ...read more
Solved
TNicholson5 on May 14, 2024
Our fulfillment service sends us automated emails based on the delivery status of our products. At this time, I have an automation to auto-format a consistent ticket based on the step in the delivery process. However, since these emails are coming read more
Accepted Solution
Participant
May 15, 2024 13:17
It's hard to suggest anything more without seeing your full journey from initial ticketing to sending information to fulfillment and receiving confir...read more
Solved
TTietz on May 14, 2024
I am fairly new to HubSpot and I am attempting to adjust some of my support teams categories on our tickets that come through to reflect more granular needs. My issue is I for the life of me cannot find where to make adjustments to those categories! read more
0 upvote
2 Replies
Accepted Solution
Participant
May 14, 2024 16:07
Thank you so, so much!
Solved
PJas on May 13, 2024
Hello, How can I create a workflow that will generate a specific ticket every month? For example - every first day of the month?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 13, 2024 10:57
Hi @PJas , This can be achieved with a scheduled workflow in Operations Hub Professional: https://knowledge.hubspot.com/workflows/create-a-sc...read more
Jreich on May 09, 2024
We have a shared inbox for our CS team that we copy on all client meetings to allow tracking of our meetings for the entire team. However, that means that the linked inbox creates a ticket for each meeting invite. Is there a way to filter the tick read more
0 upvote
1 Reply
Hall of Famer | Partner
May 09, 2024 11:58
Hi @Jreich , Adding the sender address to the deny list will move these emails into the inbox spam folder and stop ticket creation: https://k...read more
Solved
MBonneville on May 08, 2024
I want to run a process to identify contacts and/or companies with whom we have not interacted within the last 90 days and create a ticket to contact them. Call it an outreach campaign. Is this possible with HubSpot? If so, how might I go about it read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 08, 2024 13:08
Hi @MBonneville , This is easiest achieved with two lists: https://knowledge.hubspot.com/lists/create-active-or-static-lists List 1: Con...read more
Solved
SDunbar5 on May 07, 2024
Hi Hubspot Community, I'm looking for an LLM chatbot that can integrate with Hubspot's Conversations and Tickets. Ideally, the LLM would read all the incoming chat and email conversations and learn from the responses. This would differ from Hubs read more
Accepted Solution
Community Manager
May 08, 2024 05:53
Hi @SDunbar5 , Thanks for reaching out to the Community! Currently, in terms of AI capabilities, we do have Content Assistant and cha...read more
nwoodward4 on May 07, 2024
Hi, Was hoping someone can help me out please. Your signature generator says to upload images to your file manager. But your file manager doesn't seem to accept images. The option: 'Library > file' doesn't exist, and 'Library > documents' doe read more
0 upvote
2 Replies
Member
May 07, 2024 10:38
Hi Karsten, thanks a lot, that's worked great. Just another quick one if you don't mind: In the generated signature code it uses this icon: http...read more
JVolschenk on May 07, 2024
We'd like to set up an auto-reply through WhatsApp, so that the person sending a message has the option to directly log a support ticket. I've set up our WhatsApp number in HubSpot and Meta Business Suite and tested it to be working correctly. read more
0 upvote
1 Reply
Participant
May 07, 2024 09:42
Hi @JVolschenk Unfortunetly this is not possible with the current HubSpot <> WhatsApp integration. I recently implemented this integrati...read more
Solved
LSugrue on May 06, 2024
Looking for a way to automate our processes a little by implementing auto-emails after a staff member has triggered an event. Example: Operations confirms a time with customer to do on-site inspection Fills out property "Inspection Date" O read more
2 upvotes
2 Replies
Accepted Solution
Hall of Famer | Partner
May 06, 2024 23:29
Hi @LSugrue , One-to-one emails can only be automated if you put them into a sequence and then enroll contacts in to the sequence via workflow...read more
LVosecky1 on May 06, 2024
Quick keyboard shortcuts for inserting links, content, meeting links, snippets, or templates in the email tool would help make responding to tickets and service queues so much easier. Using the mouse for these tasks is tedious.
0 upvote
1 Reply
Hall of Famer | Partner
May 06, 2024 23:32
Hi @LVosecky1 , In some areas of the tool, shortcuts are in beta, the workflow editor for example. Consistently across tools, this is unfortun...read more
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