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Tips, Tricks & Best Practices

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SLear en Agosto 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 Leer más

Responder best practices Deals Tickets Workaround

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karstenkoehler

Miembro del salón de la fama | Partner

Agosto 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...Leer más

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DStaat en 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?

Responder Tickets

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2 Respuestas

Solución Aceptada

Lucila-Andimol

Líder intelectual | Partner nivel Platinum

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....Leer más

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LFreschini en 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 Leer más

Responder best practices Tickets

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1 Respuestas

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trevordjones

Experto reconocido | Partner nivel Diamond

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...Leer más

MiaSrebrnjak en Enero 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. Leer más

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

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11 Respuestas

MiaSrebrnjak

Administrador de la comunidad

Febrero 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...Leer más

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KMace3 en Noviembre 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 Leer más

Responder Connected Email Custom Objects Tickets

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1 Respuestas

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karstenkoehler

Miembro del salón de la fama | Partner

Noviembre 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...Leer más

pjungaker en 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 Leer más

Responder Marketing Sales Service Tickets Webinar

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YAliKhan

Miembro

May 25, 2023 17:47

NICE JOBS FULL

Simon_C en Octubre 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 Leer más

Responder Conversations Deals Sales Tickets Workaround Workflows

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10 Respuestas

GFair6

Participante

Diciembre 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 ...Leer más

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KMavraki en Febrero 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 Leer más

Responder Service Tickets

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4 Respuestas

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karstenkoehler

Miembro del salón de la fama | Partner

Febrero 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:/...Leer más

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ZVasseur en Agosto 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.

Responder Deals How-To Tickets

2 Me gusta

3 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Agosto 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...Leer más

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