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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
Recognized Expert | Partner
May 10, 2022 06:39
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 08, 2022 22:00
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 12:22
That's fantastic!!! Thanks a lot, Karsten! I already implemented it.
breville on March 30, 2021
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 read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
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 more
MBoric on February 15, 2021
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 read more
1 upvote
4 Replies
Accepted Solution
Most Valuable Member | Elite Partner
February 15, 2021 07:28
Hi @MBoric I assume you are using a 'send internal notification' type action in the workflow to post the information to Slack? These indeed more
SGRO7 on August 12, 2020
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 read more
July 08, 2022 16:23
Wanted to create a workflow for out of business hours but the time to choose only for AM - PM. I would like to choose from e.g 5PM as this is our more
kellydcco on June 11, 2019
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 read more
8 Replies
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 more
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