Ticket email tracking

cclark2
Member

Hello,

We are installing our a ticket pipeline. Right now how this works is we have an integration set up with Airtable that once  a user populates a form the ticket is then created in Hubspot. The issue we are having is any communication is done via email and we need these emails logged under the respective ticket. how can we set this up so that duplicate tickets are not created with emails but just logged based off the ticket name in Hubspot? ( The ticket name, email sibject, and Airtable ticket name are all the same so we can link) 

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2 Accepted solutions
SamTassey
Solution
Community Manager
Community Manager

Hi @cclark2

 

Thanks for posting in the Community! 

 

I found a similar post here - https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Airtable-New-Record-to-Hubspot-Email/m-p... @RubenBurdin replied with the recent update, stating that syncing to custom objects may be good alternative. Hopefully, this can get you pointed in the right direction!

I'd also like to tag in some of our Top Contributors to see if they have any tips and tricks on this specific use case -- @Ben_M, @RubenBurdin, @h-recker --- Do you have any suggestions for @cclark2

Sam, Community Manager 

 

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RubenBurdin
Solution
Top Contributor

Hi @cclark2 , happy to hear this worked out.

Just to put a bit of structure around why this approach solves the duplicate issue. In HubSpot, emails don’t get logged to tickets based on subject or name matching. They get logged through associations and the ticket email address logic.

 

Once a ticket exists, any reply sent to the ticket’s associated inbox or the ticket-generated thread address will automatically log on that ticket instead of creating a new one.

 

That’s why syncing into a custom object or a properly configured ticket pipeline helps. You let Airtable handle ticket creation once, then HubSpot takes over ownership of the conversation. As long as replies come through the connected inbox or the ticket thread ID, HubSpot recognizes the existing ticket and appends the email activity instead of spawning a new record.

 

One thing worth double-checking, especially on Starter, is that users are replying from the same shared inbox connected to tickets and not from a personal inbox that isn’t associated. If replies bypass the ticket inbox, HubSpot can’t reliably thread them and you may see unexpected new tickets.

With how HubSpot ticketing works now, this is the most stable pattern. Create once from Airtable, then let HubSpot own all downstream email communication and logging.

Glad it’s behaving the way you expected now. Hope this helps anyone else landing on the thread later.

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner

View solution in original post

0 Upvotes
3 Replies 3
RubenBurdin
Solution
Top Contributor

Hi @cclark2 , happy to hear this worked out.

Just to put a bit of structure around why this approach solves the duplicate issue. In HubSpot, emails don’t get logged to tickets based on subject or name matching. They get logged through associations and the ticket email address logic.

 

Once a ticket exists, any reply sent to the ticket’s associated inbox or the ticket-generated thread address will automatically log on that ticket instead of creating a new one.

 

That’s why syncing into a custom object or a properly configured ticket pipeline helps. You let Airtable handle ticket creation once, then HubSpot takes over ownership of the conversation. As long as replies come through the connected inbox or the ticket thread ID, HubSpot recognizes the existing ticket and appends the email activity instead of spawning a new record.

 

One thing worth double-checking, especially on Starter, is that users are replying from the same shared inbox connected to tickets and not from a personal inbox that isn’t associated. If replies bypass the ticket inbox, HubSpot can’t reliably thread them and you may see unexpected new tickets.

With how HubSpot ticketing works now, this is the most stable pattern. Create once from Airtable, then let HubSpot own all downstream email communication and logging.

Glad it’s behaving the way you expected now. Hope this helps anyone else landing on the thread later.

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner
0 Upvotes
SamTassey
Solution
Community Manager
Community Manager

Hi @cclark2

 

Thanks for posting in the Community! 

 

I found a similar post here - https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Airtable-New-Record-to-Hubspot-Email/m-p... @RubenBurdin replied with the recent update, stating that syncing to custom objects may be good alternative. Hopefully, this can get you pointed in the right direction!

I'd also like to tag in some of our Top Contributors to see if they have any tips and tricks on this specific use case -- @Ben_M, @RubenBurdin, @h-recker --- Do you have any suggestions for @cclark2

Sam, Community Manager 

 

0 Upvotes
cclark2
Member

Thank you so much! This worked great!

0 Upvotes