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CloudNg on April 20, 2024
Hi everyone, I have the HubSpot Plug-in on Outlook on my MAC. The issue is - when I reply to an email, or create a new email and insert the contact I am sending it to, more often than not I 'tab' down to start typing the content of the ema read more
0 upvote
4 Replies
Community Manager
April 23, 2024 05:34
Hi @CloudNg , Thanks for the details! In this case, I will need you to send me some information via DM so I can investigate further...read more
ASBMAR on April 19, 2024
Hi Foks, We're having trouble with missing attachments in customer emails. When we get emails from customers, attachments aren't showing up in the email tickets or the conversation inbox. We're also seeing the error message [Attachment read more
0 upvote
1 Reply
Community Manager
April 19, 2024 17:47
Hey @AElMarrakeshi , thank you for posting in our Community! Please verify that the integration is set up correctly and that there are no conf...read more
Solved
DNeal32 on April 18, 2024
We can only create a ticket and have it automatically open into full screen view in CRM > Tickets. Is there a keyboard shortcut available to create a ticket from this screen? We have high volume users who want to be able to create a ticket, read more
0 upvote
5 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 19, 2024 08:43
Hey there @DNeal32 and welcome to the Community! When you say reps want to create and view a ticket wherever they are, could you be talking ...read more
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
2 Replies
Participant | Partner
April 20, 2024 15:06
Hello @ASahin , Yes, there is a solution. You can solve this using automation. Automation: step 1. You can set trigger according to your ce...read more
PrabinS on April 12, 2024
The ticket and company association gets removed via API integration(whenever we update the ticket in hubspot when it is updated in our system) although we have not written any association archiving logic in our side. Has any one got the same issue? read more
Community Manager
April 12, 2024 19:32
Hey @PrabinS , Happy Friday! In this case, I would recommend connecting with HubSpot Technical Support , as Support is included in your sub...read more
KNguyen0 on April 10, 2024
Hi All, We use templates to initialise conversations with our clients. Some clients require different information so we created multiple templates to accommodate this. Is there a way to link this template to certain NSIDs or clients? Ju read more
0 upvote
5 Replies
Top Contributor
April 21, 2024 16:30
Hi @KNguyen0 , would you mind giving an example of the scenarios you want to happen to ensure I'm on the same page?
Solved
skylightipv on March 28, 2024
Hi, In settings I can go to my customer portal and edit the colouring of my Ticket Listing and Detail page. But how do I edit the Create Ticket page so that I have more than these four fields? It's hardly useful for a user to create a ticket i read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 28, 2024 06:01
Hi @skylightipv , You should find this form under Settings > Website > Customer portal > tab Template > scroll down to Co...read more
Solved
NSegers8 on March 27, 2024
We are setting op the ticketing system and customers have the ability to just mail us. Sometimes we need additional information, is it possible to send a form (Maybe with a parameter in the url) to the client that they can fill in and will be read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Partner
March 28, 2024 07:00
Thanks for the tag @PamCotton and hello @NSegers8 At the moment this wouldn't be possible really, a ticket form will always create a new tick...read more
SPetel on March 25, 2024
Our company has product documentation and KB articles hosted in an external documentation platform. It is publicly accessible, and has a search API. Is it possible to have customers submitting a new ticket to first search for answers and possible read more
0 upvote
3 Replies
Key Advisor | Partner
March 27, 2024 12:09
Hey @SPetel actually checking there it looks like the HS knowledgebase doesn't have apis unfortunately. So it's not possible to programatically cap...read more
KSweeney27 on March 21, 2024
We currently have our 'contact us' email address set to create a ticket automatically when someone emails that address. Right now it enters the subject name as the Ticket Name. Is there a way to have it enter text before the subject line? Essen read more
0 upvote
1 Reply
Hall of Famer | Partner
March 21, 2024 12:22
Hi @KSweeney27 , Yes 🙂 In a ticket based workflow, you would enroll these tickets, then use the "Set property value" workflow action to set...read more
Solved
PPuri8 on March 18, 2024
Hello, Under GDPR (and other data protection laws), we're required to delete customer data once the purpose for recording it has been fulfilled. I assume that all companies using Hubspot have this requirement to delete data after x years. We're read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 18, 2024 05:26
Hi @PPuri8 , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com...read more
SRoeber on March 12, 2024
We try to implement the following workflow: The customer fills out a support request form on our website. After clicking "Create ticket", he should receive a thank you reply e-mail containing a link. If you want to send us your log files, please cl read more
0 upvote
1 Reply
Hall of Famer | Partner
March 12, 2024 10:30
Hi @SRoeber , Yes, you could simply include the "Record ID" in an automated email the same way you would include a personalization token for...read more
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