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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, July 22, 2021 at 11am PT / 12pm MT / 1pm CT / 2pm ET.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, July 22, 2021 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

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Hello! I want to talk about the Zendesk connector, we are finally doing it!


May be a few minutes late, but I’d like to ask about limitations on the number of recipients you can add to an email assist and about the “email stats” icon in Timeline.


Hello Scott, I’m reaching out to inquire about JO (Journey Orchestrator) as I’m trying to create calculated fields for specific Customer Health Score Measures (Support Case Age and Case Volume). However, I’m having a hard time identifying the correct criteria to create the appropiate calculated field from the query builder. Therefore, can you please assist?


Thanks for your help today @sdrostgainsightcom !


Happy to help @benwanlessmenlo -- here’s the simplest possible JSON for an external call to update a single custom fields (or some of the out of box fields as well, but many of those - especially picklists or “Types”, etc, are either locked or more complicated).

 

BUT - this is what the API call looks like:

{
    "requests": r
        {
            "record": {
                "referenceId": "1", 
                "Gsid": "{{CTAGsid}}",
                "my_custom_cta_field__gc": "{{MyCustomField}}"
             }
        }
    ]
}

Let me know if you have questions - and the place to get the API Fieldname with the __gc suffix (on custom fields) is in Data Management where you can look at the additional column:

 


Wanted to follow up, @Ricardogs18  - a quick refresher in the documentation for Horizons Zendesk Connector says that one of my guesses was incorrect: the fact that those ID fields are “NUMBER” type is the out-of-box setup - that isn’t causing you any problems.

 

What we DIDN’T look at was the mapping you’d set up for deriving the Company ID of via the Hubspot ID.

  1. Is the Hubspot ID on the Company object? (I assume so, but worth checking), and then
  2. The out of box, initial mapping setup looks up the company based on Company Name - you should change those to map Hubspot ID to the Hub ID field on Company to derive the Company GSID you need.

The link to the Derived Mappings part of the documentation in the below screenshot is HERE

Hopefully between this and Support, we’ll get you there with the connector! Good luck!

 

 


I’ve got some Email Assist questions teed up on our internal channels, @jochle  -- I’ll let you know what I hear back!


Thanks, @sdrostgainsightcom ! Let me know when they drop.


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