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HenrikHS
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Member since ‎Dec 20, 2023
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Henrik Østrem

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HenrikHS on November 10, 2025
Task creating with workflows
I have met 2 challenges when trying to automate task creating for projects. 1. I wish I could set the due date (and start date) to a date property. Now i have to add an extra step to edit task to do this, and that brings me to the next challange. read more
Reply Idea Tasks Workflows
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HenrikHS
Participant
April 03, 2025
Reply to Customize Customer Agent
Hi, Yes, it works for me by assign incoming tikets to Customer agent and If the AI can´t answer, assign to No one (see image). I then get a tic...read more
HenrikHS
Participant
February 17, 2025
Reply to Customize Customer Agent
Thank you, I appriciate it! I have read the article, but still have some questiones 😅 1. How do I make the hand-off to a tricket? I still can´t ...read more
Solved
HenrikHS on February 14, 2025
Customize Customer Agent
Got two question about useing Customer Agent 1. Can use a customer agent in a chatflow AND covert it to a ticket if not solved? (We dont have a team to answer hand over cases live) 2. Can i give some custom instructions to my Customer Agent? (My m read more
Reply Discussion Tickets
2 upvotes
13 Replies
Solved
HenrikHS on January 15, 2025
Create report on leads to sales
I want to set up a report on how many of our qualified leads (from the prospecting workspace), turn out as sales (in our deal pipeline). And bonus if i also can see the amount those sales bring inn. NB: I have HubSpot professional, not enterpris read more
Reply Discussion Deals Professional Sales
0 upvote
1 Reply
HenrikHS
Participant
December 04, 2024
Reply to Trigger workflow on feedback survey submission
Thanks, think that will work, but I will also need it to trigger just on one spesific feedback survey, not all of them 😅
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