I just created an agent but I want to delete it - is that possible?

I am currently building a workflow that creates a Service record for all new Customers when their associated deal is "Closed Won" or the lifecycle stage is "Customer" so that my CSM's have a pipeline to track all of the customer Onboardings. My issu read more

Hi everyone, I’m trying to create a dropdown field in a ticket form that only shows options based on the values currently selected (checked) in a multi-checkbox property on the contact level . Specifically: I have a custom contact pro read more

TL;DR: Should we stop using the Service object and switch to Tickets for project management? We're currently using monday.com for project management; frankly, it's not great. We almost exclusively communicate with customers via HubSpot as we m read more

Hi, When I create a form, I can only use the Ticket properties if the type of form I’m building is "Legacy Form Editor." Am I missing something, or is it not possible to use properties other than those for Contacts and Companies in the For read more

Hello I am currently reviewing the service feature, and i have a bit of a hard time to understand the value it is providing. I have a potential use case, that we are currently handling with tickets in Hubspot, and I wonder if moving this proce read more

Hey! I have an idea and would love to validate it! A customer of ours needs to build a customer portal. The main needs are: - Ticketing - Invoices - Documents - Media We are planning on using HubSpot Service Pro + Dynamic Pages built with C read more

I try to create a report where I get the number of tickets created in the past 7 days as well as the number of tickets closed in the same range of days. Help would be highly appreciated 😁

Hi All Does anyone know if it is possible to add the survey questions eg the happy/neutral and unhappy faces/Recommendation select to the main text of the email and have it submit from there? As currently the template only offers the option read more

Hello everyone, We are already using Hubspot for internal ticketing purposes, and a mix of inboxes & tickets for customer touchpoints, and we are now looking to have all customer touchpoints = ticket. We have seen we could use the Help read more

Hi all, I have a use-case whereby I need to create an email, in draft, through the API and associate it with a ticket. An operator needs to be able to edit said email and send it once ready. Is this possible ? Thanks!

Has anyone managed to successfully build customer Health Scores using the new beta feature yet? I have just enabled our after a lot of back and forth on the best way to configure as it's really not intuitive at all, had a session with one of the read more