Hi, Our sales department collects all kind of information during the sales cycle and at the end when the deal is won. We've added custom properties to store this information (no in a playbook, but we want the accountmanager to store it in the de Leia mais
Hi WKhan57, thanks for your response and solution! I know that you can add questions (properties) that pop-up when you want to change the deal stat...Leia mais
Hello, I'm trying to set up an auto reply to tickets. If a ticket/email is sent to us, I'd like it to auto reply something like Thanks for reaching out, we will get back to you in X business hours and include the associated ticket number. I found Leia mais
I would like to allow contacts from _some_ companies to view all tickets associated to their company. Is there a way to selectively grant "view all tickets that their primary company is associated with" ticket permissions only for certain companies? Leia mais
Thanks for the tag @BérangèreL , unfortunatley @svamann the settings for view access to all tickets is currently global, my feeling is that more t...Leia mais
Hello, I've been attempting to verify my Google email integration with HubSpot, but I'm not receiving the verification code in my inbox, spam, or trash folders. I've followed all the instructions in this article, but I'm still having no luck: Leia mais
Hello! I am wondering if anyone has any tips for the following integration in Softr to build a client portal: How to show the ENTIRE ticket thread if there are multiple replies/back and forth on the same ticket How to make it so that clients can Leia mais
@ETvelia Softr allows you to create a client portal with no code, I'm not surprised their support isn't helpful as it's a bit more complex to creat...Leia mais
Hi, I am about to migrate one of our shared email channels over to the Help Desk, but I was wondering if it was possible to migrate back to the Conversations inbox. The team is just getting used to the Conversations inbox, and I hope a move to the Leia mais
Hi @Dogtag89 ., Yes, you can move a shared email channel from the Help Desk back to the Conversations inbox in HubSpot. If your team finds the He...Leia mais
Happy to help @BérangèreL and @Shuler , to clarify, I believe you're looking for conversations that are in the inbox, but not a ticket (that would...Leia mais
From a Tickets/Help Desk perspective, within the Email function we'd like to select a Distribution List from the To: field instead of adding 10s or 100s of addresses manually. We've looked at Lists, too cumbersome & very marketing/sales focus &a Leia mais
Hello, I suggest you create a dynamic list based on some conditions/property values. For example, if a contact has created a ticket today, include t...Leia mais
Hello, In our instance when a Ticket is created from anywhere, the Ticket Owner is defaulted to the Ticket creator. I am keen to understand if this is ootb behaviour or will there be a WF setting this? We don't want the Ticket owner to b Leia mais
Hi @TGibs02 ,
If you're using Help Desk or Inbox, you can modify the auto assignment in settings demonstrated in the first part of the GIF.
...Leia mais
I'm stumped. All users have Service Hub license. All users' Permission Set for Tickets includes permission to "Edit All Tickets" The "Ticket Status" property is set to " Everyone can view and edit". Pipeline rules do not restrict Ticket S Leia mais
Hey everybody! We've migrated our Support team from Conversations/Tickets to the new Help Desk workspace and I've come accross an issue: When you create a new Help Desk view, you can choose who should be able to see it. These are the options Leia mais
Hi @EthanM , thank you for your patience as I was checking on this for you. The Product Team informed me that this is indeed in our radar, howeve...Leia mais
Hello, We have a "privacy@" email address where we get emails from people who are not contacts and will never be contacts. I just need a way to always send an email automatically from Hubspot confirming that we have received the email. I tri Leia mais
@Nikk1 The alert you are seeing indicates that only contacts marked as 'marketing contacts' can receive marketing emails. Since your recipien...Leia mais