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
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
@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
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
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
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
@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
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?
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
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
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
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
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
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
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
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
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
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
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
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