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!
Hi, @jldupont 👋 You are not missing anything here. There isn't a 1-1 email endpoint, and the Marketing Email endpoints are for creating 1-...Beitrag ansehen
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 Beitrag ansehen
Thanks Kennedy. I'd prefer they start at 0 as then it's easier for you see your true score. The 50 just confuses it, as everything is being added in ...Beitrag ansehen
Hey there, We have been developing a custom object to track our client's service inventory and just saw that @hubspot has added a new standard object called SERVICES to the object libary. (See below). Our development team is trying to decide i Beitrag ansehen
Hi @Colombo , Good question! The new service object definitely has some perks over a custom object. Here’s a quick breakdown. Pros of using th...Beitrag ansehen
Hi everyone 👋 Using Service Hub now. I'm wondering if it's possible to create a workflow that whenever I receive a WhatsApp message (event-based trigger), I send an automatic message with reply buttons. Depending on what button the customer cho Beitrag ansehen
Hey all!
@NiloofarK Can you confirm to me if when you receive whatsapp message, it is registred as a WhatsApp activity?
We can think ...Beitrag ansehen
Hi everyone, I'm currently using ServiceHub for our company's onboarding pipeline, and I'm facing a few challenges. Our clients don't always complete onboarding steps in order, and sometimes they don't finish all the steps. I want to create Beitrag ansehen
Hey @leamoise ! Super common challenge, totally get it. We wrote a guide that might be helpful, at the highest level, about setting up an onboar...Beitrag ansehen
Hello all We want to follow up our warrantee in hubspot but only started a few years ago in hubspot so not all of our deals are in hubspot, but our products are though. So how can I link a ticket to a product ? I don't find any relation nor possi Beitrag ansehen
Hi Pam Thx a lot, I thought it was not possible to create associations between products and tickets ? That this is limited to only a few objects? Th...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
The documentation provided by the Knowledge Base Move an inbox channel and chatflows to help desk (hubspot.com) fails to mention the form on the Customer Portal to create tickets. ⚠️ HubSpot does not migrate completely the form and will cau Beitrag ansehen
Hi @mccormack , I hope that you are well! Thank you so much for sharing this tip with the Community! I will also share your valuable feedback in...Beitrag ansehen
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 Beitrag ansehen
Today, customer service teams are faced with helping more customers with less time and resources. If you are a CX leader trying to turn your support team from a cost centre into a revenue driver, the all-new Service Hub is for you.
The ne Beitrag ansehen
We turned on the public. beta of the new Customer Success Workspace to try it out. Really want our Account Managers to be able to monitor and update how their clients are feeling, etc.
Funny thing is. It pulls ALL contacts under that contact Beitrag ansehen
Hello Community,
Building on the momentum from our previous discussion on optimizing workflows, let's dive deeper into another powerful aspect of Service Hub—AI features. Just as we explored working smarter, not harder, with Beitrag ansehen