@pinchvalve wrote:
Thanks, with all of the mentions of tickets and inboxes and assigning chats, it turns out that a workflow is the only way to actually create a notification. There is no documentation on how to do this of course, but using the AI feature came up with a solution, use Property name is Record source and New value: Record source is any of Bot Chatflow or Conversations.
It won’t create new leads or update existing contacts, but at least I can get a notification and see the details in the Inbox and decide what to do next.
Workflows can take you in literally an infinite direction of possibilities based on your needs. The only documentation would likely be within the Hubspot Academy for that reason. As your business is growing you may be at a point where adding an ops role may make sense to help you get more out of a system like Hubspot.
For instance, typically for a workflow you wouldn’t create contacts as only 1 contact submitted the form and unless you are capturing additional data, you wouldn’t have anything to create. But you can certainly update or perform modifications to that record to make sure it’s properly assigned, has all the necessary data points, etc. If you needed to talk through any of this or discuss in further detail I would be happy to connect.