Tips, Tricks & Best Practices

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Simon_C on Outubro 26, 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 Leia mais
Responder Conversations Deals Sales Tickets Workaround Workflows
9 avaliações positivas
7 Respostas
Jnix284
Autoridade no assunto | Parceiro
Outubro 28, 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...Leia mais
Solucionado
KMavraki on Fevereiro 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 Leia mais
Responder Service Tickets
0 avaliações positivas
4 Respostas
Accepted Solution
karstenkoehler
Membro do Hall da Fama | Parceiro
Fevereiro 10, 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:/...Leia mais
Solucionado
ZVasseur on 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
0 avaliações positivas
2 Respostas
Accepted Solution
karstenkoehler
Membro do Hall da Fama | Parceiro
Agosto 22, 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...Leia mais
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