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ASahin on April 17, 2024
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
0 upvote
1 Reply
Top Contributor | Partner
April 17, 2024 10:02
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
SarahHerbage on March 28, 2024
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
0 upvote
3 Replies
Hall of Famer | Partner
April 02, 2024 01:04
@SarahHerbage I'm not aware of conditional options for the middle section, no.
Solved
SilviaCasanova on March 18, 2024
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
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 18, 2024 11:55
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
Solved
WFMike on March 11, 2024
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
0 upvote
6 Replies
Accepted Solution
Contributor | Partner
March 13, 2024 10:05
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
Solved
JBailey6 on February 22, 2024
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
Accepted Solution
Most Valuable Member | Elite Partner
February 22, 2024 19:29
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
Solved
Lara_Q on February 15, 2024
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
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 15, 2024 05:40
@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
Solved
JGray30 on February 07, 2024
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
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
February 07, 2024 19:25
@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
Solved
CNolan21 on January 31, 2024
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 01, 2024 00:56
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
Solved
MWolfe2 on January 29, 2024
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
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 29, 2024 14:28
Hi @MWolfe2 , HubSpot has some default ticket automation options for this which you could use: https://knowledge.hubspot.com/object-settings/...read more
Solved
MWolfe2 on January 29, 2024
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
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 29, 2024 07:13
Hi @MWolfe2 , This is currently a beta. You can find the documentation here: https://knowledge.hubspot.com/conversations/manage-and-respond-t...read more
Solved
mohamedhamad on January 08, 2024
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
Accepted Solution
Most Valuable Member | Elite Partner
January 09, 2024 16:58
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
Solved
ZBuehl on January 05, 2024
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 05, 2024 11:58
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
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