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JParker20 on March 19, 2023
Hi, we are currently conducting a review of our existing snippets and templates. Is it possible to download these into a work document to review, rather than go through each folder and snippet or template?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 19, 2023 22:01
Hi @JParker20 , This is currently not possible. Other users have requested this before, however: more
BTack on March 13, 2023
Hi all, Any tips on how to prioritise incoming mails in the conversations window? assign higher priority to premium clients? Automic assign a user to a certain mail from a client? assign a task if conversation is open for more then 2 days? read more
4 Replies
March 15, 2023 08:17
Thanks, can't wait.
IService on March 11, 2023
Hi Community, I am trying to add a property with unique values to the Tickets entity, so that I can later use this as a property query field with the API. I have Super Admin privileges and am able to create other kinds of properties, but as soon as read more
0 upvote
3 Replies
Community Manager
March 13, 2023 06:46
Got it, thanks for your reply! Reaching out to support would then be the best next step so they can have a closer look at your account settings. I more
GSFerguson on March 10, 2023
FinTech seeking customer portal that allows clients to log-in and authenticate, fill out a loan application and other docs, upload various documents and (preferably), execute / sign loan docs. Internal / external notifications would be a nice-to-hav read more
0 upvote
1 Reply
Community Manager
March 13, 2023 05:55
Hi @GSFerguson , Thanks for reaching out to the Community! Are you looking for advice on how to set up the customer portal, or for more
SBourdeau on March 06, 2023
We've just finished deploying the HubSpot Live Chat app to our own website. We noticed that upon oppening of a new Live Chat session, the "Chatting From:" attribute of the Live Chat conversation is set to the page url when the Live Chat app loads. read more
0 upvote
1 Reply
Community Manager
March 07, 2023 06:50
Hi @SBourdeau , Thank you for reaching out to the Community! Would you be able to please share some details on how you deployed the more
BThomsen on March 02, 2023
Good Morning all! I am attempting to create a report that shows the total dollar amount of all deals that are currently in pipe that have a ticket associated with them. Does anyone know how I would configure this report? Thanks in advance!
0 upvote
1 Reply
Hall of Famer | Partner
March 02, 2023 10:12
Hi @BThomsen , If you just want amount in company currency, it could be as simple as shown below: Menu > Reports > Reports & more
yoko_ishioka on February 15, 2023
Hey, Right now our customer support email is not set up with Hubspot, however, we want to forward all emails we get into Hubspot so that the contact is updated with a record of all communications. How would I go about doing that?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 15, 2023 10:02
Hi @yoko_ishioka , Happy to help here. You can find instructions for connecting team email channels like support email addresses here: more
drafeedie on February 15, 2023
Our team often requests information from customers and expects to receive it by a certain date. In the world of gmail, they would "snooze" the email so that it would pop back into their inbox on that certain date. If they had not received a reply, t read more
0 upvote
2 Replies
February 15, 2023 12:10
Hey @franksteiner79 - yes we've considered... but for this purpose we are looking for something more manual as we have a variety of use cases that more
drafeedie on January 24, 2023
We funnel all of our tickets into an "unassigned" status in service hub. Think of it like a shared inbox in Google / Outlook. When using the conversations inbox in Hubspot, whoevere replies to the conversation first gets automatically assigned read more
0 upvote
3 Replies
Hall of Famer | Partner
January 25, 2023 03:57
Hi @drafeedie , My apologies, I had misread that part in your original post. As far as I know, unfortunately, that's not possible out of the more
MKainu on January 24, 2023
Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more
Accepted Solution
Key Advisor | Platinum Partner
January 24, 2023 18:56
Hey @MKainu , thanks for sharing! And no need to feel overwhelmed 🙂 I definitely understand the feeling, but we're here to help give you some more
DAndrione on January 19, 2023
Good morning guys I'm struggling with a really simple automation but I feel I need to better understanding of how Association label works. Let me clarify. I want to create a ticket with a company name, ticket description, and some other propertie read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
January 19, 2023 09:52
@DAndrione This functionality is dependent upon if you have the correct HubSpot package, and object-based workflow setup. you would need to more
drafeedie on January 19, 2023
We'd like to offer customers the ability to text message us for routine customer service, but want this pulled into service tickets just as an email inquiry. In addition, we'd love to incorporate some functionality into our VOIP / Phone service read more
Accepted Solution
Key Advisor | Diamond Partner
January 19, 2023 09:44
@drafeedie I am a big fan of Kixie personally, it's a great all in one provider for both calling and texting and has the functionality mentioned more
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