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Tips, Tricks & Best Practices

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Solved

SLear on August 06, 2024

How can I prevent a deal from moving to closed won if there are open tickets?

I've created a deal property called 'has open tickets?' that I use a workflow to populate based on any associated tickets being in status group = open. This field is only viewable for our hubspot teams. My goal is to make it so that a deal canno read more

Reply best practices Deals Tickets Workaround

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

August 06, 2024 05:24

Hi @SLear , This can unfortunately only be done in Enterprise subscriptions – when you can prevent users from editing fields: https://knowled...read more

Solved

DStaat on May 09, 2024

Automatically assign ticket owners

Here's the scenario: A ticket gets automatically created from a conversation after a user replies. The ask: Is there a way to automatically assign a ticket owner to tickets created this way?

Reply Tickets

1 upvote

2 Replies

Accepted solution

Lucila-Andimol

Thought Leader | Platinum Partner

May 10, 2024 06:18

Hey @DStaat if you are creating automatically tickets you can assing in the same process the owner of the ticket this way it will be assign....read more

Solved

LFreschini on May 02, 2024

Incoming emails to two addresses

Is there a way to filter emails coming into two internal addresses? E.g. when a customer addresses their email to both email 1 and email 2, Tickets are opened in separate pipelines. Is there a way to filter this correspondence so it only raises a t read more

Reply best practices Tickets

0 upvote

1 Reply

Accepted solution

trevordjones

Recognized Expert | Diamond Partner

May 02, 2024 06:46

Hi @LFreschini , If the email addresses are routed to seperate conversations inboxes, you can use a conversations workflow to assign a record...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more

Reply Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

16 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 2024 13:55

Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more

Solved

KMace3 on November 02, 2023

Viewing email responses

What are your best practicing for seeing your email responses in HubSpot? We create records (tickets) in a custom object to fulfill our service department's orders. The service department communicates with the customer and needs a way to see wh read more

Reply Connected Email Custom Objects Tickets

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 02, 2023 14:53

Hi @KMace3 , Have you set up your custom object like the native ticket object? If so, I'd approach this by filtering for the status the ticket...read more

pjungaker on May 15, 2023

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ON-DEMAND How to Streamline Sales , Marketing & Service with the HubSpot & Microsoft Teams Integration 👉🏼 REGISTER HERE TO WATCH RECORDING 👈🏼 You’ll walk away with: ✅ Boost prod read more

Reply Marketing Sales Service Tickets Webinar

4 upvotes

2 Replies

YAliKhan

Member

May 25, 2023 17:47

NICE JOBS FULL

Simon_C on October 26, 2022

How to automatically create a Deal record via Conversations Inbox email channel

Requires Service Hub Professional Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this a step further to the De read more

Reply Conversations Deals Sales Tickets Workaround Workflows

12 upvotes

10 Replies

GFair6

Participant

December 23, 2023 08:50

@Simon_C thank you for finding this solution. I skimmed these posts but wanted to confirm: this appears to require the service hub correct? I find ...read more

Solved

KMavraki on February 10, 2022

Prevent Status change if fields are empty

Hi, I'm looking to add some stop checks into our ticket workflow, but I'm not sure if it's possible, I haven't figured out how to do it so far anyway. In my example when a 'New' Ticket gets assigned, the team need to perform a series of tasks in mo read more

Reply Service Tickets

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 10, 2022 11:08

Hi @KMavraki , Got it, thanks for the clarification. This is possible in the form of requried properties per ticket status, see here: https:/...read more

Solved

ZVasseur on August 22, 2021

Log Email to Specific Deal or Ticket

Is there a way to create a custom email where the specific reply will automatically get logged to a sales opportunity or ticket? I am looking for a way to say: send a message to this email and it will get linked to your open ticket.

Reply Deals How-To Tickets

2 upvotes

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

August 22, 2021 23:49

Hi @ZVasseur , Not directly, no. You can log an email directly to a contact record using a BCC or forwarding address and – if the contact re...read more

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