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Tips, Tricks & Best Practices

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SSayed on September 08, 2023

Question about 'Blackout Hours' & Scheduled Automated Emails

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

Reply Analytics Tools Calendar Dashboards Email Deliverability Enterprise Free Professional Reports Service Settings Starter Tickets Workflows

0 upvote

1 Reply

MiaSrebrnjak

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

Sending NPS survey after form submission

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

Reply Marketing Marketing Email Service Workflows

1 upvote

3 Replies

Accepted Solution

jolle

Recognized Expert

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

Formatting Ticket Names

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

Reply How-To Workaround Workflows

5 upvotes

2 Replies

AAhmmad

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

Associate Company to Ticket via Workflow / form

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

Reply Workflows

0 upvote

7 Replies

TomM2

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

Automatically create a ticket when replying to an old email thread

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

Reply Contacts Developer tools Email Workflows

1 upvote

6 Replies

Accepted Solution

HFisher7

Top Contributor | 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

Solved

RElmore on March 07, 2023

Help with workflow trigger event

I am trying to trigger a workflow (image attached) that starts the workflow when a deal in the Sales Pipeline is moved to the Contract Completed stage. Below is how I have it structured, however whenever I move a deal to that stage the triggering e read more

Reply Workflows

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 07, 2023 13:27

Hi @RElmore , A few things that could cause this issue: The workflow is a contact -based workflow. It would not enroll a deal but a conta...read more

SVerma8 on March 01, 2023

Want to create a 2way sync between Jira and Hubspot

Hello, I did Hubspot Jira Integration and that is working fine. One issue that I am facing is syncing the Ticket priority from Jira to Huspot and from Hubspot to Jira. In Hubspot Priority field, we have only status Low, Medium & High. No read more

Reply Integrations Workaround Workflows

0 upvote

2 Replies

Shay_B

Contributor

March 02, 2023 16:22

I think Jira Issue is known with re-enrolment should trigger it every time non?

drafeedie on February 15, 2023

Snooze automation - similar to gmail

Our team often requests information from customers and expects to receive it by a certain date. In the world of gmail, they would "snooze" the email so that it would pop back into their inbox on that certain date. If they had not received a reply, t read more

Reply Professional Tickets Workflows

0 upvote

2 Replies

drafeedie

Contributor

February 15, 2023 15:10

Hey @franksteiner79 - yes we've considered... but for this purpose we are looking for something more manual as we have a variety of use cases that ...read more

Solved

MKainu on January 24, 2023

Creating a Workflow for Non-Disclosure Agreements

Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex read more

Reply best practices Professional Workflows

1 upvote

2 Replies

Accepted Solution

jolle

Recognized Expert

January 24, 2023 21:56

Hey @MKainu , thanks for sharing! And no need to feel overwhelmed 🙂 I definitely understand the feeling, but we're here to help give you some tho...read more

Solved

CGoodwinOlsen on April 25, 2022

How to send an email update to many tickets

We are looking for advice regarding best practice for handling tickets where the topic/issue, and therefore resolution, is common for multiple customers. Use case : an issue with out product occurs which impacts many or even all customers, so m read more

Reply Admin best practices Contacts Conversations Enterprise How-To Lists Marketing Email Quick Tutorial Service Tickets Workflows

1 upvote

2 Replies

Accepted Solution

Jnix284

Thought Leader | Diamond Partner

May 10, 2022 09:39

Hi @CGoodwinOlsen , You are correct that using marketing email based off of a list would not associate back to the ticket, nor would replies go...read more

Solved

Honorable on June 29, 2021

Hubspot onboarding, sequences and workflows

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 read more

Reply Sequences Service Tickets Workflows

1 upvote

5 Replies

Accepted Solution

DanielZarick

Participant

June 09, 2022 01:00

Hey @Honorable ! This is super interesting problem, and it's very common from companies we talk to (we obsess over customer onboarding). Have yo...read more

Solved