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
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
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
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
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
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
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
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
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
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
@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
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
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
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
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
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
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
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
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