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
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
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 Leer más
@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
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...Leer más
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...Leer más
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
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
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
+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
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
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
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
Hi @kennedyp and @RTaragi ! I tried setting up a workflow to automatically assign WhatsApp conversations, but unfortunately, HubSpot doesn’t cu...Leer más
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
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
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
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