We have a sales activity report that allows us to read and open all emails logged. We are using the BCC method for logging emails because the sales ext for Outlook was stripping attachments. When logging via bcc to multiple email accounts, these e read more
Hello HubSpot Hive Mind, I am looking for a way to connect a customer service team via a phone system, to HubSpot. They use RingCentral currently, independently of HubSpot, and while there is an integration available, reviews are worrying and we read more
Hey there @Peter__Jones . Great questions. I don't a 1-for-1 answer for each question, but when I looked into some of the reporting in HubSpot, I do...read more
AI is revolutionising the world of CX. By using AI to fuel productivity, CX teams have an unprecedented opportunity to impress, retain, and build relationships with customers like never before. The key is to find the right mix of tech tools and AI read more
will like to get a service level for each ticket status. for example if the "NEW" tkt was answered within service level before moving to "WAITING ON COUSTOMER"
@5551ok have you reviewed this knowledge base article I shared? https://knowledge.hubspot.com/inbox/set-slas-in-the-inbox
This has step by ...read more
Hey all, I am looking to create a report that shows a list of Company Ticket Volume based on a List of past 12 months Company Name. | Oct 23 | Nov 23 | Dec23 | Jar24 .... company1 > #Tickets | #Tickets | #Tickets | #Tickets company read more
Hello, I want to understand if the average time to close conversations report only counts emails received directly into hubspot or sent emails? Situation 1: We have a general inbox that our team works from but sometimes they have to use their read more
Hi @MSuarez6 ,
Situation 1: I'm not 100% sure on this but I would say no, that email conversation in which the inbox was CC'd would not count ...read more
Hi all! I had a couple of questions (2) regarding the available functionality of HubSpot, namely regarding automated emails and business hours. 1. Is it possible to set some sort of a 'schedule' for automated email responses? For examp read more
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
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
What is the best way to calculate reopen tickets? So basic parameters are ticket# is constant, ticket status closed to ticket status changed to open, new email, or support response needed.
Hi @KMcParland ,
Could you specify what exactly you'd like to calculate? In general, I'd approach this as shown below, with a ticket-based wor...read more
Hey @TCastillo1 ,
You might have some luck with the Custom Report Builder instead of the Single Object Builder. Of course, you don't need, i...read more
Hi all, I'm trying to create a report around the "Time to first reply" and "Time to close" SLA for one of our ticket pipelines. I'm familiar with configuring the SLA rules, but before I publish the reports, I want to confirm my understandi read more
Hi @mbinmasoud . Based on your descriptions and what I know of HubSpot, I would agree with your assessment and your expectation.
Do you have ...read more
Hello Team! Is there a way to embed one of my HS reports to an external website? I would like to share it with a different audience that doesn't have access to HS. Thanks
Hi @AdrianoGritti , Currently this is not possible in HubSpot but you can try emailing the reports. Refer this article here . This is the only wa...read more