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  • Solved
    Honorable on June 29, 2021
    1 upvotes
    3 Replies
    Hi there. I am de/reconstructing our customer onboarding process and would like to borrow (steal?) from the Hubspot playbook. 🙂 The biggest area I am having trouble wrapping my head around is using workflows vs. sequences in the onboarding p...
    Most Valuable Member
    June 29, 2021 21:41
    Hi @Honorable , Thanks for the added context. I think that depends a lot on your specific processes and requirements. Which parts of the onboa...
  • Solved
    AdrianoGritti on June 14, 2021
    0 upvotes
    2 Replies
    Hello All, I need to create a ticket to one of my pipelines every time a Deal has a specific Lien Item. Can anyone help me with that?
    Participant
    June 15, 2021 12:22
    That's fantastic!!! Thanks a lot, Karsten! I already implemented it.
  • Solved
    breville on March 30, 2021
    0 upvotes
    5 Replies
    Hi there, I have a fair amount of CRM experience, but not Service and need to do the following, but can't figure out if it is possible with Workflow... I have a number of tasks in our project management process that our customers need to carry ...
    Most Valuable Member
    March 30, 2021 06:55
    Hi @breville , This would be the first thing for you to figure out. If you want to automate reminders, those reminders have to be triggered by...
  • Solved
    MBoric on February 15, 2021
    0 upvotes
    4 Replies
    Hey HubSpot Community! We ran into an issue that I couldn't find the answer to recently, and I just wanted to ask if somebody has managed to resolve a similar issue. Our company has set up a Workflow (contact-based, focusing on a date), wher...
    Participant
    February 17, 2021 06:04
    Hi @Phil_Vallender Thank you kindly for your help and the screenshot, it absolutely helped, we managed to get the workflow up and running succ...
  • SGRO7 on August 12, 2020
    5 upvotes
    5 Replies
    Hello dear Community! I was wondering if anybody did by chance find out to operate workflows that consider the business hours of a company somehow? I know that there is no such property or option by default. However, there is the option to ...
    Participant
    February 18, 2021 00:57
    I have been searching for something like this as a relatively new convert to Service Hub. The key for us would be that the SLA timers etc were shown ...
  • kellydcco on June 11, 2019
    4 upvotes
    8 Replies
    Hi! I'm new to HubSpot and we have been testing how to trigger ticket creation from any inbound call. We have a call integration set up (with Aircall), so all inbound call activity is tracked, either for an existing or new contact (that is generat...
    Contributor
    October 09, 2020 10:23
    Hi Antoine - I've been working with Louis D. at AirCall and did not realize that automatic ticket creation was not available. We are evaluating the s...
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