Conversations Workflow To Create TicketSOLVE
Jan 20, 2021 8:32 AM - edited Jan 20, 2021 8:33 AM
We are still considering Hubspot and have a need which may be rather unique. We have thousands of emails stored on our file system and want to create tickets for each one. I can create the VBA in Outlook to open and process each email automatically, forwarding it to the Conversations shared Inbox. The problem comes in with a need to automate ticket creation only for those emails and then assign the ticket and close it.
I don't see an option to automatically create a ticket for each conversation, and I only want these forwarded emails to create the ticket automatically. Then I want to process only those tickets through this workflow.
Has anyone accomplished this starting at conversations before?
Solved! Go to Solution.
Jan 20, 2021 5:28 PM
Hey @dennisedson if you're forwarding an email to a shared HubSpot inbox you're looking to use an associated "Activity" to generate the ticket. You can do so via a contact workflow then segment by an email criteria:
You can then set it to create a ticket with a closed status. But do note by doing this if a contact has more than one email, it'll only create a ticket for the first email. Meaning if they have 3 different threads, they're still only getting 1 ticket. I haven't heard of someone doing this before. Would it not be better to just import these emails as a ticket directly instead?