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
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
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
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
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...read more
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
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
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
@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associat...read more
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
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
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
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
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
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
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
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
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
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