Tips, Tricks & Best Practices

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解決済み
LeoNijs 7月 29日, 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 続きを読む
0 いいね!
3 コメント
ベストアンサー
ソートリーダー | Platinum Partner
7月 30日, 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...続きを読む
解決済み
HofmanOlivier 5月 16日, 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 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
5月 16日, 2024 05:22
Hi @HofmanOlivier , I'd recommend contacting your HubSpot account manager about this. If you do not know who that person is, HubSpot support c...続きを読む
解決済み
egami 8月 09日, 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 続きを読む
ベストアンサー
名誉エキスパート | Solutions Partner
8月 09日, 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...続きを読む
解決済み
JoseGLS 6月 06日, 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 続きを読む
2 いいね!
6 コメント
ベストアンサー
ガイド役 | Elite Partner
6月 07日, 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...続きを読む
解決済み
sam_sottosanto 4月 13日, 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 続きを読む
1 いいね!
1 コメント
ベストアンサー
名誉エキスパート | Solutions Partner
4月 13日, 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...続きを読む
解決済み
CGoodwinOlsen 4月 25日, 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 続きを読む
ベストアンサー
HubSpot Employee
5月 10日, 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...続きを読む
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