I am wondering if there is a way to create a workflow when a note is created in a deal. I have read that creating a workflow from a snippet is not an option at this time (but I do think this would be AMAZING) so trying to figure out how I can create Beitrag ansehen
Hi @YEakman ,
You're correct, this is currently not possible reliably - unless you're fine with the workflow only firing once per deal record....Beitrag ansehen
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," Beitrag ansehen
Thanks for the tag @BérangèreL , this is a really great way to manage reopened tickets @Adriane , thank you for sharing your step-by-step process! ...Beitrag ansehen
Hi all, Does anyone have any clue on how to configure a WhatsApp welcome messages? We have 2 WhatsApp numbers, one to Customer Service and other for Technical Support. Each of them have a corresponding channel. We would like to configure a Beitrag ansehen
Hey there @Mariale_Padilla and welcome to the Community.
Are the WhatsApp channels integrated into a Conversations Inbox in HubSpot? If they...Beitrag ansehen
Hi! I've been looking into using the new conditional property logic in our account. But, before going through all the trouble of setting it up, I was hoping to get some information on how reporting works with these conditional properties. Can y Beitrag ansehen
Hi @JLittle2 ,
Conditional property logic is " enforced when creating records and when manually editing values on a record or an object index ...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
There have been submissions on the HubSpot Community to implement a format the names of Service Hub tickets. Here are a few: https://community.hubspot.com/t5/HubSpot-Ideas/Ticket-name-management/idi-p/311186 https://community.hubspot.com Beitrag ansehen
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...Beitrag ansehen
Hello Hubspot community! I am faily new with Hubspot and could use a quick how-to guide for two reports I am needing to generate: Average ticket life or handling time from ticket creation to ticket solved. % Tickets closed in 24 hours I'd l Beitrag ansehen
It sounds to me like you should be able to do this with custom properties and then run reports on those properties. There is no simple how-to guide t...Beitrag ansehen
Hello, We have a property field that contains 2 values seperated by a comma. I would like to get the value of the property field that is before the comma only. Is there a way to achieve this? For example: Property value: Spain, Beitrag ansehen
Hey @Levi , Thanks! The export option worked for existing data. I created a js cusotm code for all new added stuff to have it scalable for the fu...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
Hi, I was wondering if there are any standard procedures and/or template e-mails that can be used when a customer has raised an issue but has stopped responding to communication? Also when would you close these tickets? Any help / advice would be Beitrag ansehen
Hi @MDickens ,
The first thing I'd check is your average time to close. This will give you a benchmark for how long tickets are usually open –...Beitrag ansehen