I am looking at assigning sales region/territories to a group of ~10 different users based on the state/region of the company. This is primarily for prospecting, so the state/region must be assigned as soon as the state is known. My issue is tha 続きを読む
I am having the same issue. This exact issue also prevents me from running reliable object to object automation on the created ticket object - as...続きを読む
I just stumbled upon conditional properties today (wow). I've been looking for this specifically for ticket pipeline statuses for quite some time! Bu...続きを読む
In the Customer Portal knowledgebase article , it states that the client has the ability to respond to a closed ticket and re-open it. " They can also reply to a closed ticket if they need to re-open the conversation." The option to respond to 続きを読む
How can I automate client-facing communication based on tickets, within the Inbox? I am using the beta Customer Portal, so any client facing communication needs to show up within a Conversation to be visible within the Portal. I can automate e 続きを読む
I know that I can make certain fields searchable , but I'm looking for the syntax to be able to search only within that specific property in the global search bar. Example: I want to search within Companies within the field named "company_se 続きを読む
I'm looking at getting into the Business Units add-on to my org, but am getting info that Sales Hub Enterprise is required for access to specifically Business Units within field level permissions. Can anyone confirm? Anyone have Business Units a 続きを読む
Is anyone else experiencing workflow lag today? I have a number of workflows that have started firing very late (40m after ticket creation) or out of order because of some lags. I have not made any changes to any workflows recently and nothing else 続きを読む
I have data from another form provider that I am passing via Zapier to a HubSpot "Create Form Submission in HubSpot". I'm running into an error on this step: The request is not valid errors:
Error in 'fields.agency_name'. Field 'agency_name' is 続きを読む