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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 more
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
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 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: read more
2 Replies
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 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 more
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
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 more
RElmore on March 07, 2023
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
0 upvote
2 Replies
Accepted Solution
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 more
SVerma8 on March 01, 2023
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
0 upvote
2 Replies
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
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
0 upvote
2 Replies
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 more
MKainu on January 24, 2023
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
Accepted Solution
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 more
CGoodwinOlsen on April 25, 2022
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
Accepted Solution
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 more
Honorable on June 29, 2021
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
1 upvote
5 Replies
Accepted Solution
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 more
AdrianoGritti on June 14, 2021
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?
0 upvote
2 Replies
Accepted Solution
June 15, 2021 15:22
That's fantastic!!! Thanks a lot, Karsten! I already implemented it.
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