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DanaIrvine on October 10, 2024
Here is my scenario. I have some tickets which will come in with a company code in the subject line. example: 411 some text [zipele] I have the need to change the primary company association based on the text within the []. I have written c read more
0 upvote
2 Replies
Contributor
October 10, 2024 13:11
This sounds perfect, but that item is not available to be added to our environment. I tried in our sanbox and production environments.
Solved
EAsta on October 09, 2024
Hello everyone, Has anyone else encountered the same issue, where multiple duplicate tasks are being created at the same time? If so, I’d appreciate any insights or solutions you’ve found. Could someone advise me on h read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
October 09, 2024 06:12
@EAsta before the task creation, and an and/or branch and add an activity filter, checking whether the record is associated to an activity with tas...read more
Solved
pergranqvist on September 05, 2024
Hi all! TL;DR: - How to use the AI flow as out-of-hours support - How to create a support ticket if the AI can't help? I'm re-building our chatflow to utilise the AI Chatbot feature. To begin with, we'd like to use it for out-of-hour read more
Accepted solution
Top Contributor
October 08, 2024 15:39
Hi @pergranqvist , It looks like you will need to create a chat flow with live chat. Then, you'll go to Breeze > Customer Agent. From there...read more
Solved
Kausal_K on August 26, 2024
Hello, My client wants to extract attachments from Files tool in HubSpot but unfortunately only Super Admins can extract them as Zip file. Is there any way, client can extract those files without reaching out Super Admins everytime or without u read more
0 upvote
1 Reply
Accepted solution
Hall of Famer
August 26, 2024 22:42
@Kausal_K exporting files is only possible with super admin permissions currently, you might search the ideas to see if one exists that you can u...read more
Solved
COGorman on June 27, 2024
I am importing a CSV file and creating a list from the import. Can I make this list active, not static from the import? Or do I need to import the list as static and then create a new Active list from the Statlist list imported?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 27, 2024 05:39
Hi @COGorman , It's not possible to create an active list from an import, no. You would have to create an active list and pick the import here...read more
Solved
LSathoff on May 29, 2024
I tried using the 'Stopwatch' integration to help me understand my team's utilization rates, but after paying for it, it didn't go into the live environment, and I received 0 customer service, so I abandoned that approach. How many people are tr read more
0 upvote
1 Reply
Accepted solution
Community Manager
May 30, 2024 07:50
Hi @LSathoff , Thanks for reaching out to the Community! I found a similar question in the community where I provided some options tha...read more
drafeedie on May 16, 2024
We have installed the Zoom Phone integration through Hubspot market place. Is it possible to get in-browswer notifications when an inbound call is received in to the office? Ideally, it would search the hubspot database and pull up the contact with read more
0 upvote
4 Replies
Participant
June 10, 2024 20:55
We recently integrated Zoom Phone with HubSpot, and while it took some trial and error, we were able to get HubSpot to pop up with a search for inbou...read more
mccormack on May 02, 2024
The documentation provided by the Knowledge Base Move an inbox channel and chatflows to help desk (hubspot.com) fails to mention the form on the Customer Portal to create tickets. ⚠️ HubSpot does not migrate completely the form and will cau read more
Community Manager
May 03, 2024 02:42
Hi @mccormack , I hope that you are well! Thank you so much for sharing this tip with the Community! I will also share your valuable feedback in...read more
Solved
esealpha on March 09, 2024
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. read more
0 upvote
4 Replies
Accepted solution
Top Contributor | Partner
March 11, 2024 07:19
Hi @esealpha , You are correct on this. The way teams and the team views are set up in HubSpot does not make it particularly easy to manage. ...read more
Adriane on February 28, 2024
In the daily service routine, it's common for previously closed tickets to be reopened due to additional customer inquiries. However, creating report data for such scenarios in HubSpot can be challenging. Besides the standard "Time to Close," read more
Member
September 10, 2024 10:45
Superb post - super helpful and beautifully laid out. 😊
Solved
WHamsiou on February 27, 2024
Hello, I would like to know if there is a way to track the First contact resolution rate. I work in customer service and it would be usefull to know how many tickets did we closed by responding only one time to the client. Thank you verry much in read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Partner
February 27, 2024 10:58
Hi @WHamsiou , Yes, you should be able to do this. Create a single-object ticket report and use the filters 'Number of times contacted' is equa...read more
Solved
MŚnieżek on February 01, 2024
Hi all! I've got a question about how HubSpot can enhance our daily work in the customer support team. Basically, I would like to know some resources that can enhance our support, for example, AI. I do know that HubSpot offers AI ChatBo read more
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Diamond Partner
February 01, 2024 07:20
Hi @MŚnieżek Here's a really useful video on how HubSpot AI can be used to improve productivity and customer satisfaction within CS: ...read more
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