Track incoming Chat/Email sales inquiries - impossible?SOLVE
Oct 8, 2018 9:01 AM
We are using the service module for chat and emails on our website.
One of our main KPIs for the business are sales leads coming from chats and emails.
We would like to track this externally to hubspot.
(HubSpot reports are not good for our use case)
We thought of something such as -
Number of conversations created:
- Directly on the sales inbox.
- Directly on the support inbox and conversation/engagement assigned to a sales person.
However, we could not figure out how to pull this information from the db/api.
(We have a stitch integration which replicates the hubspot db into bigquery)
Is there any way to retrieve this critical business information?
Thx ahead, this would be a huge help to us getting this accomplished (and a huge bummer not being able to)!
Solved! Go to Solution.
Oct 10, 2018 2:27 PM
Thanks for clarifying.
While there aren't any properties which reflect incoming email engagements within the conversations inbox, you can create tickets for each incoming email! See the Connect your team email inbox channel section of this article. These tickets could represent each email engagement and be assigned to service and/or sales team members. There are many more reporting capabilities that go along with using tickets in this capacity.
Isaac TakushiAlumnus, HubSpot Developer Support