Hello Community, We would like to automatically inform the "company owner" which is assosiated to a ticket when a ticket has reached a certain phase. Does someone has an idea? Somehow i was not able to find a solution. We have Sales& read more
Hi @ASahin ,
I think the easiest way to do this would be to have a workflow that copies the Company Owner on the associated Company record to...read more
I would love the ability to have ticket types and multiple options of custom views for tickets based on the ticket type. We use tickets for proactive work (projects and onboarding) as well as reactive work. I have 3 ticket pipelines and each of thes read more
Hi Community,
I have set up a signature for one of my Inboxes, but I would like to show or not show a part of it based on a property of the contact I am writing to. Does anyone know of a way to create conditional signatures?
Thanks in ad read more
Hi @SilviaCasanova ,
This is unfortunately not possible at this stage. For now, you can only use presets and define signatures on a by-user ba...read more
Hello, After people talk to my chatbot on my website, the data gets sent to Hubspot. But I would also like to open a conversation with the right user information. Is there a way to do this, maybe in the automation section? I've tried to find a wa read more
HubSpot is limited in this way, unfortunately. To stop responding to the wrong email, you can set up redirections. It seems difficult but unfortunat...read more
Problem: When viewing tasks, there is no option to filter the associated companies State or Region. This has been requested multiple times over the years with no response from HubSpot. 01/21 Request - No Response 03/21 Request - No Respons read more
Hi @JBailey6 while I can't speak to why there hasn't been an update from HubSpot on the previous idea requests, one thing I've learned about the co...read more
As a business, we grow and update our processes. We had certain categories at the beginning, which are no longer relevant, however, as they have been used previously we cannot delete them. I understand that, but we should be able to hide them. At t read more
@Lara_Q there is currently no way to archive options - it's either keeping them or removing them.
If you want to keep the information but rem...read more
Hi I have never used the Service part of Hubspot so please bear with me. I would like to create a property that the user can use a form to select their product, once they have selected their product say for example a bucket. This triggers a sc read more
@JGray30 to clarify, do you want the user to select "bucket" on the form and the score value of "10" is then visible on the form to the user (like ...read more
My client wants me to create a Hubspot ticket pipeline, and link 2 of his employees' inboxes to it. This means every email that these employees receive would auto generate a ticket, and be tracked in a pipeline, with the intention of having everyth read more
Hi @CNolan21 ,
Without having the organizational context, it's hard to say whether it's a good idea or a bad one. If these contacts receive pe...read more
I'm looking for guidance or even better would be an example of how to build a workflow that will email the ticket contact when their ticket is closed. Ideally I would like the email communication to list the resolution to their ticket - but I am read more
Hi @MWolfe2 ,
HubSpot has some default ticket automation options for this which you could use: https://knowledge.hubspot.com/object-settings/...read more
Logged in this morning to see there is a new feature available called Help Desk? I don't recall seeing any communication explaining this new feature rolling out? How is this different from Service/Tickets? I had my channel connected to Service/Ti read more
Hi @MWolfe2 ,
This is currently a beta. You can find the documentation here: https://knowledge.hubspot.com/conversations/manage-and-respond-t...read more
I'm trying to setup a bi-directional HubSpot ticket to clickup task. Where if a client submits a HubSpot ticket from our client portal, and we move it to a specific stage, then it creates a clickup task to assign the internal team to work on. In tur read more
Hey there @mohamedhamad . I checked in with my colleague (my boss, actually) Juli. She's our ClickUp guru at Imulse Creative. Her response was essen...read more
Is there a way to change the ticket owner based on who did an action on the ticket? For instance, I would love to have the owner automatically changed to the person that shifts a ticket from the new status to our "reviewing" status we have set up. T read more
Hi @ZBuehl ,
As far as I know, this is currently not possible. HubSpot doesn't make the information about who edited a property available for ...read more