We have an Inbox for Sales Support that receives Tickets from Sales Reps. We need Reps to have completed a range of fields in a Deal before they create a Ticket for Sales Support. How can I block creation of Tickets until there is data in a specif read more
@BLaRosa perfectly reasonable but as far as I know, ticket creation cannot be made conditional to deal properties. This does simply currently not e...read more
Description: We want to set up a workflow in HubSpot that automatically links a contact and company to the logged ticket based on a logged email or activity—such as meeting notes, calls, or chats. This would ensure that tickets always have the rig read more
Hey @KBrandt0 , thank you for posting in our Community.
Currently, HubSpot workflows alone can’t directly associate contacts and companies w...read more
Hi there, we are using Hubspot for a couple of months. We discovered that some "real" Mails land in Spam despite the arent. I do not see this as a general problem but i would like to send an email to the contact whenever the ticket lands in spa read more
@OliverKr das ist leider, wie gesagt, aktuell nicht möglich. Wenn das Risiko übersehener Nachrichten zu groß ist, müsstest du die lockerste Einstel...read more
Hello, Is there a way to copy the Owner of the ticket value to a new field? Here is the scenario Sales User A submits a ticket and is the owner of the ticket. Support User A assignes the ticket to themselves as the owner so they can begin read more
Ooh ooh! I have thoughts @TGibs02 !
Can you use the HubSpot workflows action to 'Copy Property Value'? Here you would be able to select 'Tick...read more
Hallo Team, wir wollen gerade einen Customer Health Score aufbauen. Dazu wollen wir auch die Anfragen pro Kontakt/Unternehmen aufnehmen. Idee soll sein, dass wir anhand der Anzahl von eröffneten Tickets in einem Zeitraum einen Trigger für automa read more
Hi @MWolters ,
Es ist großartig zu hören, dass Sie mit den Tickets als Grundlage für Ihren Customer Health Score beginnen—das ist ein solider...read more
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
Hi @SLear ,
This can unfortunately only be done in Enterprise subscriptions – when you can prevent users from editing fields: https://knowled...read more
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?
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
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
Hi @LFreschini ,
If the email addresses are routed to seperate conversations inboxes, you can use a conversations workflow to assign a record...read more
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
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
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
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
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
Hello! Is there any update on whether it's now possible to go directly from Inbox to Deals? The current workflow of Inbox -> Tickets -> Deals ...read more