For an Asana integration we need the Company field 'Company Name' in Tickets. In according to do so we created a Workflow that copies the Company Name to a custom field 'Bedrijfsnaam' in Tickets. The thing we tried to accomplish is that every time a read more
Hi @MPesch ,
I recently outlined a solution to a very similar request here: How to copy a value from the Company level to the Ticket level
...read more
We have a couple of shared inboxes and they are used for various communications, only one of which is client support. We therefore don't want to have a ticket created for each email, but only for emails where the associated contact has a certai read more
Hi @LPedahzur ,
To confirm, you're using a conversations-based workflow to enroll conversations which are associated to contacts matching cert...read more
As teams grow, they adopt disparate systems for marketing, selling, and servicing customers, making for messy data. HubSpot’s automation engine is built on one unified CRM platform, connecting data across business functions and integrating with fav read more
Hi there,
In this video, we are going to discuss how to combine automation with your feedback surveys in order to increase customer satisfaction. Automation is going to help you to understand why certain customers gave you certain scores read more