Tips, Tricks & Best Practices

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解決済み
YEakman 3月 25日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
トップ投稿者
3月 25日, 2024 18:14
Hi @YEakman , Thank you for providing information on what you've tried so far. Have you considered using note body is known? Here's how to set u...続きを読む
Adriane 2月 28日, 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," 続きを読む
最優秀メンバー | Elite Partner
2月 29日, 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! ...続きを読む
解決済み
Mariale_Padilla 2月 16日, 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 続きを読む
1 いいね!
4 コメント
Accepted Solution
最優秀メンバー | Elite Partner
2月 19日, 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...続きを読む
解決済み
JLittle2 1月 29日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 29日, 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 ...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
Accepted Solution
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
mccormack 7月 24日, 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 続きを読む
5 いいね!
2 コメント
メンバー
8月 16日, 2023 01:04
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...続きを読む
解決済み
EWeinberg 6月 08日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
キーアドバイザー
6月 08日, 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...続きを読む
解決済み
ChrisChiha 10月 13日, 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, 続きを読む
0 いいね!
5 コメント
Accepted Solution
トップ投稿者
10月 16日, 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...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
Accepted Solution
最優秀メンバー | Elite Partner
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
解決済み
MDickens 1月 12日, 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 続きを読む
Accepted Solution
殿堂入り | Solutions Partner
1月 12日, 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 –...続きを読む
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