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megananderson
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Megan Anderson

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megananderson on Março 15, 2021
It is possible to identify the reason a ticket re-opened?
I'm trying to figure out if there's a way to differentiate when a ticket has re-opened because of automation (specifically, when it re-opened because a customer replied to an email) vs. when a ticket has re-opened manually (i.e., a user changes the Leia mais
Responder Discussão Tickets Workflows
0 avaliações positivas
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jehiguese on Agosto 27, 2018
Disable automatic contact creation for Conversations
HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the Leia mais
Responder Idéia Conversations
831 avaliações positivas
333 Respostas
megananderson
Participante
Setembro 01, 2020
@Millerd I'm not sure I understand what exactly should be working or how to configure HubSpot based on your latest post. Are you saying that c...Leia mais
jehiguese on Agosto 27, 2018
Disable automatic contact creation for Conversations
HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the Leia mais
Responder Idéia Conversations
831 avaliações positivas
333 Respostas
megananderson
Participante
Setembro 01, 2020
@Millerd I'm not sure I understand what exactly should be working or how to configure HubSpot based on your latest post. Are you saying that c...Leia mais
jehiguese on Agosto 27, 2018
Disable automatic contact creation for Conversations
HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the Leia mais
Responder Idéia Conversations
831 avaliações positivas
333 Respostas
megananderson
Participante
Setembro 01, 2020
@Millerd I'm not sure I understand what exactly should be working or how to configure HubSpot based on your latest post. Are you saying that c...Leia mais
megananderson on Março 23, 2020
Get around not being able to re-enroll workflows based on activity criteria
I'm having trouble figuring out how to accomplish a couple different things because we can't use activity-based criteria to re-enroll workflows. Has anyone been able to work around the workflow re-enrollment limitation for activities? Here's wha Leia mais
Responder Discussão Meetings
4 avaliações positivas
4 Respostas
megananderson
Participante
Abril 27, 2020
Thanks so much for your response, @Bryantworks , and for the bump, @jennysowyrda . I'm seeing a couple challenges with the proposed solution. F...Leia mais
megananderson on Março 23, 2020
Get around not being able to re-enroll workflows based on activity criteria
I'm having trouble figuring out how to accomplish a couple different things because we can't use activity-based criteria to re-enroll workflows. Has anyone been able to work around the workflow re-enrollment limitation for activities? Here's wha Leia mais
Responder Discussão Meetings
4 avaliações positivas
4 Respostas
megananderson
Participante
Abril 27, 2020
Thanks so much for your response, @Bryantworks , and for the bump, @jennysowyrda . I'm seeing a couple challenges with the proposed solution. F...Leia mais
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