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Solved
JTurner84 on April 11, 2024
Hi! I set up a workflow using the "Has Completed: Call Ended" Trigger to create a new ticket when a VM is left. I was wondering if these triggers only pull from the hubspot phone system properties and does not work with Rincentral? if anyone has read more
0 upvote
3 Replies
Accepted Solution
Community Manager
April 12, 2024 07:09
Hi @JTurner84 , Thanks for reaching out to the Community! Just to confirm, are you using the integration between HubSpot and Ringcentral?...read more
Solved
KFrost6 on March 27, 2024
I'm hoping to route tickets for my service organization into the appropriate teams based on the time of the day (e.g. if a ticket comes in after hours, it's routed to the late shift team). However, it appears that there's no out-of-the-box method t read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2024 07:54
@KFrost6 your initial question was so well composed, I thought you were already referring to the right feature. In the workflow settings, you...read more
Solved
YEakman on March 25, 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 read more
0 upvote
4 Replies
Accepted Solution
Top Contributor
March 25, 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...read more
Solved
BrendonTW on March 20, 2024
Hey all. I am needing help brainstorming some ways to trigger NPS surveys to go out every 90-120 days for customers. I am not really sure how to trigger this. The issue is that our customers sign up mostly in Q1, and business is quite seasonal. read more
0 upvote
3 Replies
Accepted Solution
Contributor
April 22, 2024 18:36
Ok, I figured it out. I have a workflow that runs that automatically assigns a random number between 1 and 90 to each customer who meet the criteria....read more
Adriane on February 28, 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," read more
Most Valuable Member | Elite Partner
February 29, 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! ...read more
ChristinaKern on February 02, 2024
Hi all, I would like to create a workflow that is being triggered, when someone fills a form within our Knowledge Center. The form offers several options to choose from and two of them should lead to automatically generated jira tickets. read more
0 upvote
1 Reply
Community Manager
February 02, 2024 16:40
Hey @ChristinaKern , thank you for posting in our Community! Thank you for reaching out! I'd be happy to assist you with setting up the workfl...read more
Solved
NKudenikov on September 29, 2023
Hello. I see that in Contacts there is a filter for Unsubscribed from all email. How can this filter be applied in Workflows?
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
September 29, 2023 13:01
Hi @NKudenikov happy to help with your question about using this property in workflows. One example would be to create a workflow that identi...read more
SSayed on September 08, 2023
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
Community Manager
September 11, 2023 06:34
Hi @SSayed , Thank you for reaching out to the Community! Are you using the HubSpot Conversations inbox to manage your customer communicat...read more
Solved
Nick92 on August 07, 2023
Hi, I'd like to explore the potential to send an NPS survey 4 days after someone has successfully submitted a HubSpot form. Currently I can only find that an NPS survey must be created within Service, and an enrollment criteria must be chosen bu read more
Accepted Solution
Recognized Expert | Partner
August 11, 2023 09:37
Thanks for the mention, @PamCotton ! And great question, @Nick92 ! There are a few ways to accomplish what you're after. 1. Set custom filte...read more
mccormack on July 24, 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 read more
5 upvotes
2 Replies
Member
August 16, 2023 01:04
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...read more
holodan on July 21, 2023
Hi, I am building a Support Request Form for one specific customer of ours. Each form submission is creating a ticket in the support pipeline. How can I associate this customer's company to each ticket created through the form? Sometimes the ema read more
0 upvote
7 Replies
Key Advisor | Partner
July 25, 2023 09:36
I don't have another workaround unfortunately! I know forms can only associate with 1 object of that specific type, so you couldn't associate with 2 ...read more
Solved
JoseGLS on June 06, 2023
Hi, We have an inbox connected that will create a Ticket when a contact sends us an email. It works except when a contact replies to an old email thread (before the inbox was connected). In that case, the inbox workflow won't create a ticket but read more
Accepted Solution
Guide | Elite Partner
June 07, 2023 06:28
@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associat...read more
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