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解決済み
JTurner84 4月 11日, 2024
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 続きを読む
0 いいね!
3 コメント
Accepted Solution
コミュニティーマネージャー
4月 12日, 2024 07:09
Hi @JTurner84 , Thanks for reaching out to the Community! Just to confirm, are you using the integration between HubSpot and Ringcentral?...続きを読む
解決済み
KFrost6 3月 27日, 2024
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 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 27日, 2024 07:54
@KFrost6 your initial question was so well composed, I thought you were already referring to the right feature. In the workflow settings, you...続きを読む
解決済み
YEakman 3月 25日, 2024
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 続きを読む
0 いいね!
4 コメント
Accepted Solution
トップ投稿者
3月 25日, 2024 18:14
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...続きを読む
解決済み
BrendonTW 3月 20日, 2024
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. 続きを読む
0 いいね!
3 コメント
Accepted Solution
投稿者
4月 22日, 2024 18:36
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....続きを読む
Adriane 2月 28日, 2024
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," 続きを読む
最優秀メンバー | Elite Partner
2月 29日, 2024 07:46
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! ...続きを読む
ChristinaKern 2月 02日, 2024
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. 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
2月 02日, 2024 16:40
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...続きを読む
NKudenikov 9月 29日, 2023
Hello. I see that in Contacts there is a filter for Unsubscribed from all email. How can this filter be applied in Workflows?
0 いいね!
2 コメント
キーアドバイザー | Diamond Partner
9月 29日, 2023 13:04
Hey @NKudenikov In workflows under contact properties Search Unsubscribed and you will get the desired filter this...続きを読む
SSayed 9月 08日, 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 続きを読む
コミュニティーマネージャー
9月 11日, 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...続きを読む
解決済み
Nick92 8月 07日, 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 続きを読む
1 いいね!
3 コメント
Accepted Solution
名誉エキスパート | Solutions Partner
8月 11日, 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...続きを読む
mccormack 7月 24日, 2023
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 続きを読む
5 いいね!
2 コメント
メンバー
8月 16日, 2023 01:04
"Formatting Ticket Names" involves structuring and styling ticket names to enhance clarity, consistency, and organization in a ticketing system or ev...続きを読む
holodan 7月 21日, 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 続きを読む
0 いいね!
7 コメント
キーアドバイザー | Solutions Partner
7月 25日, 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 ...続きを読む
解決済み
JoseGLS 6月 06日, 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 続きを読む
2 いいね!
6 コメント
Accepted Solution
ガイド役 | Elite Partner
6月 07日, 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...続きを読む
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