💬 RevOps Discussions

Askarov
Participant

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Hello Community,

 

I'm looking to improve the CS team SLA. I like to create a notifiction and open a task to the CS team based on an email that is received from a records in the CRM.

I'm using the sales professional account.

What is the bast trigger to use, and on which property?

 

Thank you

 

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6 Replies 6
james-portant
Contributor

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Hi @Askarov,

Have you tried setting up a team inbox? You can add one by opening "CRM" > "Inbox" then connecting your team's email address.
As part of this process you can set up that a ticket is created every time an email is recieved.

Screenshot 2024-05-20 at 11.31.17 PM.png

These tickets can automatically be assigned to contact owners etc.

I hope this helps.

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

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Askarov
Participant

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@james-portant , thank you for that.

Do you know if there is a way to do it without creating an Inbox?

 

Oren

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james-portant
Contributor

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@Askarov Sorry mate, I don't know another way unless you built something custom using zapier or an API. 

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Askarov
Participant

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@james-portant ,
I appreciate your help! 🙏

BérangèreL
Community Manager
Community Manager

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Hi @Askarov, I hope that you are well!

I'd like to share this documentation that might be of interest to improve SLA: "SLA Management".

On which type of email replies you'd like to set up a notification, please?
Are these shared inbox emails? Sales emails? Marketing emails?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.


I also wanted to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @beeginman and @JenBergren do you have suggestions to help @Askarov, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks a lot and have a lovely day!

Best,
Bérangère


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Askarov
Participant

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@BérangèreL ,

Thank you for this info. We are using the Sales professional right now. I don't want to upgrade it to Service professional as well (yet).
I'm looking for a workaround, if there is one.

 

Oren

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