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Solved
LeoNijs on July 29, 2024
Hi all, No similar post found yet. This one is a tricky one for me: Our customer service reps like to send out an automated e-mail when they speak to an existing customer and change their data. From address, to IBAN numbers to changes in cus read more
0 upvote
3 Replies
Accepted solution
Thought Leader | Platinum Partner
July 30, 2024 05:49
Hi @LeoNijs I'd probably set up workflows and custom properties to do this. For example I'd have custom checkbox properties for each other property...read more
HofmanOlivier on May 16, 2024
Hi, Pluxee, as a responsible company, makes it a point of honour to manage all its relationships in an ethically responsible manner. As a result, and in order to guarantee irreproachable integrity in the conduct of our business, Pluxee has adop read more
0 upvote
3 Replies
Hall of Famer | Partner
May 16, 2024 09:47
@HofmanOlivier I cannot as I do not work for HubSpot - you would have to reach out to HubSpot support in-app.
Solved
egami on August 09, 2023
What I want to do I want to allow only users who have already signed in to my portal site to access knowledge base. Therefore, I need to dynamically add a contact to a contact list when signin form is submitted (because user access to each art read more
Accepted solution
Recognized Expert | Partner
August 09, 2023 15:33
Hey @egami , thanks for reaching out! This is a great question. The tricky part about this is that you need to trigger a HubSpot action from a...read more
Solved
JoseGLS on June 06, 2023
Hi, We have an inbox connected that will create a Ticket when a contact sends us an email. It works except when a contact replies to an old email thread (before the inbox was connected). In that case, the inbox workflow won't create a ticket but read more
Accepted solution
Guide | Elite Partner
June 07, 2023 06:28
@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associat...read more
Solved
sam_sottosanto on April 13, 2023
Hi everyone, Hope you all are having a great day! Right now, our chat asks for someone's first name, last name and email address, and records that contact information within their profile. I wanted to check to see if anyone had a list of bes read more
Accepted solution
Recognized Expert | Partner
April 13, 2023 12:14
Hey @sam_sottosanto , thanks for reaching out! This is a great question. I think that it partially depends on what information you're asking f...read more
Solved
CGoodwinOlsen on April 25, 2022
We are looking for advice regarding best practice for handling tickets where the topic/issue, and therefore resolution, is common for multiple customers. Use case : an issue with out product occurs which impacts many or even all customers, so m read more
Accepted solution
Hall of Famer
May 10, 2022 09:39
Hi @CGoodwinOlsen , You are correct that using marketing email based off of a list would not associate back to the ticket, nor would replies go...read more
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