Hi! I set up a workflow using the "Has Completed: Call Ended" Trigger to create a new ticket when a VM is left. I was wondering if these triggers only pull from the hubspot phone system properties and does not work with Rincentral? if anyone has Leer más
I'm hoping to route tickets for my service organization into the appropriate teams based on the time of the day (e.g. if a ticket comes in after hours, it's routed to the late shift team). However, it appears that there's no out-of-the-box method t Leer más
@KFrost6 your initial question was so well composed, I thought you were already referring to the right feature.
In the workflow settings, you...Leer más
I am wondering if there is a way to create a workflow when a note is created in a deal. I have read that creating a workflow from a snippet is not an option at this time (but I do think this would be AMAZING) so trying to figure out how I can create Leer más
Hi @YEakman , Thank you for providing information on what you've tried so far. Have you considered using note body is known? Here's how to set u...Leer más
Hey all. I am needing help brainstorming some ways to trigger NPS surveys to go out every 90-120 days for customers. I am not really sure how to trigger this. The issue is that our customers sign up mostly in Q1, and business is quite seasonal. Leer más
Ok, I figured it out. I have a workflow that runs that automatically assigns a random number between 1 and 90 to each customer who meet the criteria....Leer más
In the daily service routine, it's common for previously closed tickets to be reopened due to additional customer inquiries.
However, creating report data for such scenarios in HubSpot can be challenging. Besides the standard "Time to Close," Leer más
Thanks for the tag @BérangèreL , this is a really great way to manage reopened tickets @Adriane , thank you for sharing your step-by-step process! ...Leer más
Hi all, I would like to create a workflow that is being triggered, when someone fills a form within our Knowledge Center. The form offers several options to choose from and two of them should lead to automatically generated jira tickets. Leer más
Hey @ChristinaKern , thank you for posting in our Community!
Thank you for reaching out! I'd be happy to assist you with setting up the workfl...Leer más
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 Leer más
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 Leer más
Thanks for the mention, @PamCotton ! And great question, @Nick92 ! There are a few ways to accomplish what you're after.
1. Set custom filte...Leer más
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 Leer más
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...Leer más
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 Leer más
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 ...Leer más
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 Leer más
@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associat...Leer más