Our clients often send emails about existing issues but email us via a new email thread. This means that the new Conversation in the Inbox is not associated with the existing Ticket in which the issue is being discussed internally.
Right now, to associate this new Conversation, our agents have to click into the Contact Record, find the new Conversation in the activity log, and associate this new Conversation to the existing Ticket.
What we would like is for the ability to associate the new Conversation to an existing Ticket without the agent needing to leave the Inbox.
You can see existing tickets that are associated with the Contact from within the Inbox but there is no way, from the Inbox, to associated the Conversation with any of those existing Tickets. The only way to do this is to go to the Contact or Company record and associate it from there.
Having the ability to associate objects (ticket, deal, company, etc) from the inbox /email conversation would be a huge efficiency add for us - the current process to do this is cumbersome, and is happening multiple times a day. It is inefficient to sort through the associated contact in order to associate an object (ticket, deal, company, etc) with the new email thread.
This would be ideal. Having the ability to associate conversations to exising tickets and deals from within in the inbox would be very useful for our team.
We need this feature to assciate current customer journey tickets to conversations. This will greatly help us to integrate incoming conversations to tickets which are primarily used for customer success flow in our case.
While one would expect this to already exists, it would be great to have this ability to associate the email to an object from the conversation rather than all the extra clicks
Bump for this idea, I just asked for a similar feature. When forwarding an email to Hubspot, I would like the forwarded email to attach to a ticket of my choice. This could be done by including the ticket number in the subject or body of the email. I do NOT want to merge the existing ticket and the new ticket because merging destroys the original ticket numbers and any tracability using those numbers. (which to me is insane and not sure why HS works that way)