How can i connect channels to automate response to incoming email and create tickets from emails

Smart CRM & Sales Hub CRM
1

I want to create tickets from emails that arrive to my inbox and be able to auto reply the emails when they arrive.

2

Hi,

You will want to connect your email address as a conversations inbox and configure the settings to generate tickets from incoming emails.
Also you can set up auto-replies for these emails through the same inbox configuration

Hope this helps!

Cheers,
Harsh
Fario Consulting

3

yes that is what i am trying to do, but how can i do it? I cannot find it in inbox configuration

4

To connect channels and automate responses to incoming emails and create tickets from those emails:

  1. Connect a Team Email Channel:

    • Go to Inbox > Inboxes in your HubSpot settings.
    • Click Connect a channel and select Team email.
    • Customize the “From name” and “From address” fields and set routing options for incoming emails.

  2. Set Up Automatic Ticket Creation:

    • Ensure Treat incoming conversations as support tickets is enabled.
    • Customize ticket properties and routing rules.

Creating Automated Ticket Replies from Pipeline Settings

  1. Navigate to Pipeline Settings:

    • Go to your HubSpot account settings and navigate to Objects > Tickets.
    • Click the Pipelines tab and select the ticket pipeline you want to automate.

  2. Set Up Automation for Ticket Status Changes:

    • Click the Automate tab and expand the Templated Automation section.
    • To automate actions based on ticket status changes, select the trigger actions when a ticket reaches a certain status.

  3. Add Actions for Each Ticket Status:

    • Click the + plus icon to add an action to a ticket status.
    • Choose actions such as sending an internal notification or an email when a ticket reaches a certain status.
    • For example, to send an automated email when a ticket is created or moved to a specific status, select Send email, choose the email template, and save the action.

  4. Edit Existing Actions:

    • To make changes to existing actions, click the action bubble, make changes in the right panel, and save.

5

I checked my connect email flow, all I see here is “from name”. There is no “from address”

UObimma_0-1740387391294.png
UObimma_0-1740387391294.png976×424 33.5 KB

Also the step 2 is absent.
I have the starter pack subscription. Do I need a higher one to connect it?
Please respond ASAP

6

Check out this quick video I created that explains the process. I used “Other Mail Account,” but the same applies to Google and Microsoft 365.

You can also find more info here: Forward emails to a hosted email address in the conversations inbox

7

I dont have the option that you have at 0:18 to treat incomming conversations as support emails. Is this only a premium feature?