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FileWaveOps on March 26, 2024
Our support team uses the HubSpot ServiceHub integration for sending workflow notifications directly to a shared mailbox anytime there's an update to a support ticket from our clients. Some examples: when a new ticket is received, customer has re read more
0 upvote
1 Reply
Community Manager
March 27, 2024 06:51
Hi @FileWaveOps , I hope that you are well! Great question, thanks for asking the Community! Just to make sure that I understand, when you menti...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
BT4 on March 14, 2024
Hey guys, I needed to make variables to send a mass email to old clients, need your assist on how to do it. First thing , I needed the email to go only for clients who lead stage in "closed lost" is because of a particular reason. For instance, one read more
0 upvote
1 Reply
Top Contributor
March 14, 2024 19:01
Hi @BT4 , It sounds like you may want to go the workflow route: https://knowledge.hubspot.com/workflows/create-workflows Do you have a s...read more
Nathanhobbs on March 05, 2024
Hi there, Struggling to get this to work, so I'm hoping someone can assist. Basically, we are using a 3rd party integration to send out WhatsApp notifications (Wati if you are familiar). These notifications can only be triggered on contact w read more
0 upvote
7 Replies
Top Contributor | Partner
March 06, 2024 08:05
Hi @Nathanhobbs , If I understand your suggestion correctly, you are asking if you create a ticket workflow to do the enrollment and then send ...read more
Solved
ShannonDean on February 22, 2024
Hello all, Looking for a way to update a tickets owner to the "Created by User ID" based on the status of the pipeline. E.g. When a ticket progresses to a specific step I want the owner to revert back to the person who created the ticket (will be read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Partner
February 22, 2024 05:34
Hi @ShannonDean , There is no simple way to do this unfortunately. If you have Ops Hub I think it would be doable using custom code - but you w...read more
Solved
JIrvine1 on February 01, 2024
Here is what I am tryign to do (paraphrased): If a ticket was in the "Closed" state AND the ticket has a particular category assigned AND the ticket status has been changed to "Waiting on Us" THEN change the status to "New" The problem I read more
0 upvote
8 Replies
Accepted Solution
Hall of Famer | Partner
February 02, 2024 11:43
@JIrvine1 via the workflow from my first reply: " set up a ticket based workflow that enrolls records when the ticket status changes, then wa...read more
Solved
Kari-M on January 25, 2024
We use our Tickets to sign a project into Design. When a project is signed in the head of our Design Dept manually assigns a Designer to that ticket (making them a Ticket Owner) after reviewing the ticket and understanding current workloads. So read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 25, 2024 14:24
Hi @Kari-M , This can be achieved with a custom calculation property and a company-based workflow. Since we want to copy from the company reco...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
Joelk on December 26, 2023
Hi, When a customer responds to a ticket, I want the ticket owner to get an email notification with the customer's reply. This way, they can easily view the response without having to open HubSpot. I consider this a fundamental feature for a read more
0 upvote
1 Reply
Community Manager
December 27, 2023 03:41
Hi @Joelk , Thanks for reaching out to the Community, and for sharing your product feedback! I agree that it would be helpful to have a notifi...read more
Solved
rockzau on December 12, 2023
Is there a way to trigger a workflow based on an email subject line? For example if someone sends an email in with the subject line "Promo Code" I want the workflow to trigger and then send that email to John C. every time we get that subject l read more
0 upvote
3 Replies
Accepted Solution
Top Contributor
December 12, 2023 20:28
Hi @rockzau , Try using this as the enrolment criteria to your worklfow: You will also need to ensure that you are set up to properly...read more
Solved
OHenderson6 on December 06, 2023
I'm looking to automate assigning the company the ticket belongs to, instead of manually adding the company every time a ticket comes through
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
December 07, 2023 00:50
Hi @OHenderson6 , If the ticket is created via form submission or a team email and if the contact is automatically associated with the comp...read more
Solved
mohamedhamad on November 16, 2023
I have a support form in our support portal, and i want to be able to create a workflow, where when a ticket goes to a specific stage, we send the information to clickup. But when i look at the ticket options, i dont have access to the associated c read more
Accepted Solution
Hall of Famer | Partner
November 18, 2023 08:50
Hi @mohamedhamad , If you want to have both ticket and contact information in the ClickUp workflow action, then that's correct: @moham...read more
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