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
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
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
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
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
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
@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associat...read more
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
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
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
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