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YEakman on March 25, 2024
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 read more
0 upvote
3 Replies
Hall of Famer | Partner
March 26, 2024 01:00
Hi @YEakman , You're correct, this is currently not possible reliably - unless you're fine with the workflow only firing once per deal record....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
Most Valuable Member | Diamond Partner
February 29, 2024 07:46
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! ...read more
Solved
Mariale_Padilla on February 16, 2024
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 read more
1 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
February 19, 2024 09:39
Hey there @Mariale_Padilla and welcome to the Community. Are the WhatsApp channels integrated into a Conversations Inbox in HubSpot? If they...read more
Solved
JLittle2 on January 29, 2024
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 read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 29, 2024 13:53
Hi @JLittle2 , Conditional property logic is " enforced when creating records and when manually editing values on a record or an object index ...read more
Solved
egami on August 09, 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 read more
Accepted Solution
Recognized Expert | Partner
August 09, 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...read more
mccormack on July 24, 2023
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 read more
5 upvotes
2 Replies
Member
August 16, 2023 01:04
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...read more
Solved
EWeinberg on June 08, 2023
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 read more
Accepted Solution
Key Advisor
June 08, 2023 15:26
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...read more
Solved
ChrisChiha on October 13, 2022
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, read more
Accepted Solution
Top Contributor
October 16, 2022 07:30
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...read more
Solved
CGoodwinOlsen on April 25, 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 read more
Accepted Solution
Most Valuable Member | Diamond Partner
May 10, 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...read more
Solved
MDickens on January 12, 2022
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 read more
Accepted Solution
Hall of Famer | Partner
January 12, 2022 07:21
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 –...read more
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