Hi all, We’re in the early stages of rolling out the Service side of HubSpot, and I’ve set up our Support email as a channel under Service → Help Desk . Here’s the challenge we’re running into: In our business, it's common for a single co Leia mais
How can I create a workflow that will do this When a new conversation arrives in the Inbox, check if the contact has any open tickets in the pipeline , and automatically associate those tickets with the conversation.
Hi @SThompson74 ,
This is, as far as I know, not possible out of the box. I'm not aware of a workflow setup with the built-in tools that could...Leia mais
Hey, @MariaDP 👋 Can you give our community more details? There are likely many ways to answer this question, and knowing more information spec...Leia mais
Hello Community, I have the problem that my settings show that I should get informed when I am being associated to a ticket. Somehow, I dont get the information. Can anyone tell me why? Best regards Benjamin
Hello, Using the api, I'm trying to make one call to return all tickets in a date range and include the associated customerid and assigned userid. Thank you! Nick
Hey @NMetnik 👋 You are not missing an additional option. Using the REST API endpoints, we cannot do this in a single unified request. You'll n...Leia mais
Ah, I’ve hit that vague error before, too. Are you trying to generate the ticket name from an email or a form submission? Quick thing to try, refresh...Leia mais
When a service professional is working on a ticket, and the resolution is for the customer to purchase a new solution or they need to speak to sales about a potential replacement/upgrade purchase, I want the service professional to be able to conver Leia mais
Hi @TBrooks9 ,
My suggestion would be to use a workflow to create the deal automatically. There's a new card function on the right column of a...Leia mais
Hi, I built an workflow to enrol a ticket whenever that ticket is in the stage "Pending customer information" -> Wait for 5 days - Check if data property "Last customer reply date" is not in the last 5 days then close ticket automatically Th Leia mais
We have 2 main user types: teachers & parents. Our knowledge base is separated into a section for each type of user. Sometimes when you ask the AI agent a question, it pulls the information that would be correct for one user type but not the oth Leia mais
Hi @PPuri8 ,
I don't think that it's possible at this time, but there is an idea already on the Ideas Forum that is specifically geared aroun...Leia mais
Throughout the ticket lifecycle, I want to enforce people to complete (link) certain associated sections e.g. Services, Companies and custom objects with associations if data is missing. Yes, we can enforce when creating a ticket via a form. Can Leia mais
Is there a way to see all scheduled tasks in a calendar view which includes ticket/task, date and time? And if so can you also see other team members scheduled calendar?
Hello all Service professional users. I must admit to being a little confused. We are using the inbox for customer support, but via tickets with various pipeline stages, automation, workflows, priorities, templates, and snippets. All is fine Leia mais
@AMcFarlane Yes, many HubSpot users have migrated from Inbox and Tickets to Help Desk there are various pros and cons you should consider bef...Leia mais