Tips, Tricks & Best Practices

Tips, Tricks & Best Practices を検索する

Simon_C 10月 26日, 2022

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

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 further to the Deal object is not something that is currently 続きを読む

返信 Conversations Deals Sales Tickets Workaround Workflows

9 いいね！

7 コメント

Jnix284

ソートリーダー | Solutions Partner

10月 28日, 2022 10:27

@Simon_C super helpful, thank you! This will make it easier to update reports and get everything aligned properly between service and sales. I'm ex...続きを読む

解決済み

KMavraki 2月 10日, 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 続きを読む

返信 Service Tickets

0 いいね！

4 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

2月 10日, 2022 08:08

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

解決済み

ZVasseur 8月 22日, 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.

返信 Deals How-To Tickets

0 いいね！

2 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

8月 22日, 2021 20:49

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...続きを読む