Integration with eCommerce platform and website to HubSpot forms/Ticket Creation
SOLVE
Hi everyone
I am looking for assistance and knowledge with the following
Creating a ticket in Hubspot:
I have provided a link to our website developers which connects to and creates a ticket after submitting a form.
However they are wanting to see if it is possible to create a direct link so that the cancellation request (on our website) can be created without the user needing to fill out an additional form for HubSpot?
The unique details of the user would automatically be populated within the website request, ideally meaning that the user wouldn't have to complete any additional forms.
Hook to notify us if there was a cancellation request:
Once the cancellation request has been submitted
Possible use of a webhook?
The developers would create an endpoint in our ecommerce platform to which hubspot would communicate that the cancelation request has been received and actioned. (This would be a ticket creation).
For this the developers would like to know if it is possible for Hubspot to send us notification that the request (A ticket creation) has been made.
The master data would then be updated on the website to change the status, potentially to completed.
Integration with eCommerce platform and website to HubSpot forms/Ticket Creation
SOLVE
To achieve this functionality, you can utilize HubSpot's API capabilities along with webhooks. Here's a high-level overview of how you can implement both parts of your requirements:
Creating a Ticket in HubSpot without Additional Form Submission:
Utilize HubSpot's Forms API or Workflows API to create a ticket directly in HubSpot when a cancellation request is submitted on your website.
Upon cancellation request submission, capture the unique details of the user.
Use these details to populate the necessary fields when creating a ticket via the HubSpot API.
Implement this functionality within your website's backend logic.
Notification of Cancellation Request via Webhook:
Set up a webhook in HubSpot that triggers upon ticket creation or specific ticket property changes (such as status change to "Cancellation Request").
Provide your developers with the webhook endpoint URL where HubSpot should send the notifications.
When a cancellation request is submitted and a ticket is created in HubSpot, HubSpot will send a POST request to the webhook endpoint with relevant data.
Your developers can then handle this incoming webhook request, extract necessary information (such as ticket ID or status), and update the master data on your website accordingly.
Depending on your website's setup, you can automate the status change to "Completed" or trigger any other desired actions based on the received webhook data.
By combining HubSpot's API capabilities for ticket creation and webhooks for real-time notifications, you can seamlessly integrate the cancellation request process between your website and HubSpot, eliminating the need for users to fill out additional forms and ensuring timely updates to your master data.