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VEvelyn en Febrero 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 Leer más
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1 Respuestas
Administrador de la comunidad
Febrero 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...Leer más
TJohnson314 en Febrero 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?
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1 Respuestas
Miembro del salón de la fama | Partner
Febrero 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...Leer más
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SaiemH en Febrero 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 Leer más
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 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...Leer más
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NKarlsson2 en Febrero 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!
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 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...Leer más
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OofEnglish en Enero 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!
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 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...Leer más
kurtneller en Enero 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!
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2 Respuestas
Participante
Enero 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...Leer más
SWLen en Enero 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 Leer más
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4 Respuestas
Participante
Enero 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...Leer más
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KParker92 en Enero 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 Leer más
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3 Respuestas
Solución Aceptada
Miembro estimable | Partner nivel Elite
Enero 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...Leer más
NicoleRinker en Enero 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 Leer más
1 Me gusta
4 Respuestas
Participante
Enero 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...Leer más
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RTaragi en Enero 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 Leer más
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4 Respuestas
Solución Aceptada
Colaborador
Enero 22, 2025 10:24
Hi @kennedyp and @RTaragi ! I tried setting up a workflow to automatically assign WhatsApp conversations, but unfortunately, HubSpot doesn’t cu...Leer más
JoshVe en Enero 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 Leer más
1 Me gusta
4 Respuestas
Colaborador
Enero 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...Leer más
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HK25 en Enero 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 Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 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...Leer más
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