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JuanHilario_AVO
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Member since ‎May 11, 2022
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Juan Hilario

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nina on March 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Reply Idea Workflows
183 upvotes
80 Replies
JuanHilario_AVO
Member
November 16, 2022
We need this as well. We have two options - either we manually reassign tickets or we manually remove users from all ticket assignment workflows... ...read more
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JuanHilario_AVO on September 29, 2022
How can I get a CSAT or CES for a specific ticket interaction?
Hubspot allows you to send out surveys automatically to clients via the integrated CES survey after a ticket interaction. Still, I cannot use that option because it sends the survey after any ticket is closed (including internally used tickets) and read more
Reply Discussion
2 upvotes
6 Replies
ATomlins on January 06, 2022
Delete ticket action in workflow
Ability to delete tickets in an automate workflow dependent on ticket name/age/pipeline stage etc. Thanks, Alex
Reply Idea Tickets
53 upvotes
9 Replies
JuanHilario_AVO
Member
June 07, 2022
This would definitely help delete some unwanted tickets.
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
407 upvotes
129 Replies
JuanHilario_AVO
Member
May 20, 2022
Agreed. After I send an automatic "Marketing Email" with some information including a Ticket Description, I'd like the system to leave a note with so...read more
Herschel on May 09, 2019
Assign Ticket Owner to Associated Conversation
Issue: Tickets Owner and associated Conversation Assignee are not linked. Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate t read more
Reply Idea Conversations HubSpot Support Tickets
153 upvotes
56 Replies
JuanHilario_AVO
Member
May 20, 2022
I actually just encountered this problem. It seems rather unfortunate that a Workflow cannot "assign" a conversation to the ticket owner... Hubs...read more
khughes on April 03, 2017
Add CC and BCC capabilities to emails from HubSpot
We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email f read more
Reply Idea Marketing Emails
796 upvotes
241 Replies
JuanHilario_AVO
Member
May 18, 2022
Agreed. In my case, we want to send Confirmation emails to clients and CC a "confirmations" email inbox.
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