Automated email not attached to ticket when sent by workflow

Emmanuele1
Participante

Hi. I have a ticketing workflow that send an email. The mail sends fine and everything works as expected, but when I look in the "Emails" section or in a ticket thread, there's no email there. It does show up under the contact, just not the ticket.

Has anybody had this issue or know how to solve it?

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2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Hi @Emmanuele1,

 

Unintuitively and sadly, this is currently not possible. Automated emails are only displayed on contact records, not on any other record type. I'm not aware of any feasible workarounds that don't involve coding / developing an application based on the HubSpot API.

 

However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Automated-emails-associated-with-tickets-to-be-visibl...

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Ver la solución en mensaje original publicado

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mangelet
Solución
Guía | Partner nivel Platinum
Guía | Partner nivel Platinum

@Emmanuele1 Yeah, I can see why this would be valuable to you, but by desing, marketing emails only appear in the contact.

 

A workaround we've used is to create a task linked to the ticket or add a note in the same workflow. This makes an entry in the ticket timeline and the email send action sort of visible in the ticket.

 

This workaround might help you a lot. It's been very useful for my clients.

Martin Angeletti
HubSpot Veteran (12+ years)

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2 Respuestas 2
mangelet
Solución
Guía | Partner nivel Platinum
Guía | Partner nivel Platinum

@Emmanuele1 Yeah, I can see why this would be valuable to you, but by desing, marketing emails only appear in the contact.

 

A workaround we've used is to create a task linked to the ticket or add a note in the same workflow. This makes an entry in the ticket timeline and the email send action sort of visible in the ticket.

 

This workaround might help you a lot. It's been very useful for my clients.

Martin Angeletti
HubSpot Veteran (12+ years)

Worried about messing up your HubSpot? I've got your back.

Join the thousands of people who have discovered how to avoid problems with simple tricks and have started to dominate HubSpot (and not be dominated).

️ Don't get left behind.

→ Click the subscribe button and scroll down to find the opt-in box.

Subscribe

Did I help answer your question? Mark this as a solution.

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Hi @Emmanuele1,

 

Unintuitively and sadly, this is currently not possible. Automated emails are only displayed on contact records, not on any other record type. I'm not aware of any feasible workarounds that don't involve coding / developing an application based on the HubSpot API.

 

However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Automated-emails-associated-with-tickets-to-be-visibl...

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Me gusta