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KBrandt0 3月 17日, 2025
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 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
3月 17日, 2025 17:29
Hey @KBrandt0 , thank you for posting in our Community. Currently, HubSpot workflows alone can’t directly associate contacts and companies w...続きを読む
解決済み
OliverKr 2月 06日, 2025
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 続きを読む
1 いいね!
6 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 06日, 2025 09:33
@OliverKr das ist leider, wie gesagt, aktuell nicht möglich. Wenn das Risiko übersehener Nachrichten zu groß ist, müsstest du die lockerste Einstel...続きを読む
解決済み
TGibs02 10月 29日, 2024
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 続きを読む
0 いいね!
3 コメント
ベストアンサー
トップ投稿者 | Diamond Partner
10月 29日, 2024 17:14
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...続きを読む
解決済み
MWolters 10月 15日, 2024
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 続きを読む
0 いいね!
1 コメント
ベストアンサー
キーアドバイザー | Elite Partner
10月 17日, 2024 02:26
Hi @MWolters , Es ist großartig zu hören, dass Sie mit den Tickets als Grundlage für Ihren Customer Health Score beginnen—das ist ein solider...続きを読む
解決済み
SLear 8月 06日, 2024
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 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
8月 06日, 2024 05:24
Hi @SLear , This can unfortunately only be done in Enterprise subscriptions – when you can prevent users from editing fields: https://knowled...続きを読む
解決済み
DStaat 5月 09日, 2024
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?
1 いいね!
2 コメント
ベストアンサー
最優秀メンバー | Platinum Partner
5月 10日, 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....続きを読む
解決済み
LFreschini 5月 02日, 2024
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 続きを読む
0 いいね!
1 コメント
ベストアンサー
名誉エキスパート | Platinum Partner
5月 02日, 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...続きを読む
MiaSrebrnjak 1月 31日, 2024
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. 続きを読む
コミュニティーマネージャー
2月 13日, 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...続きを読む
解決済み
KMace3 11月 02日, 2023
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 続きを読む
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 02日, 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...続きを読む
pjungaker 5月 15日, 2023
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 続きを読む
4 いいね!
2 コメント
メンバー
5月 25日, 2023 17:47
NICE JOBS FULL
Simon_C 10月 26日, 2022
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 続きを読む
12 いいね!
11 コメント
メンバー
2月 04日, 2025 05:49
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 ...続きを読む
解決済み
KMavraki 2月 10日, 2022
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 続きを読む
0 いいね!
4 コメント
ベストアンサー
殿堂入り | Solutions Partner
2月 10日, 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:/...続きを読む
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