Sales Email

SCooper56
Mitglied

No ticket attribution for forward emails

lösung

I am wondering if anyone has experienced the same issue I have, wherein a customer or co worker forwarding an email fails to register as a new ticket 'action'.

 

I use my ticket pipeline as an actions board, and ignore the actual Gmail inbox as it would be doubling up. This is mostly fine, except for circumstances where a customer decides to join or restart a conversation by forwarding previous correspondence from myself, back to me.

 

When this happens, I do not get a new ticket, and would have no idea unless I was routinely checking my manual inbox.

 

In your opinion, am I simply using the ticket pipeline incorrectly, or is this a setting that I shgould be able to change?

 

Thanks for any support offered.

 

0 Upvotes
1 Akzeptierte Lösung
DSharma02
Lösung
Stratege/Strategin | Gold Partner
Stratege/Strategin | Gold Partner

No ticket attribution for forward emails

lösung

Hi @SCooper56 ,

This might be happening because when an email is forwarded, HubSpot might not recognize it as a new action but see it as a part of the existing conversation thread.
If possoble, create a ticket based workflow with trigger actions when specific criteria are met:

DSharma02_0-1722487865374.png

If automated solutions are not reliable, consider creating manual tickets.
Or try any third party tool like Zapier to create workflows to trigger ticket creation in HubSpot when specific email conditions are met. (Try with free version first)

Hope this helps!
Thanks

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
1 Antwort
DSharma02
Lösung
Stratege/Strategin | Gold Partner
Stratege/Strategin | Gold Partner

No ticket attribution for forward emails

lösung

Hi @SCooper56 ,

This might be happening because when an email is forwarded, HubSpot might not recognize it as a new action but see it as a part of the existing conversation thread.
If possoble, create a ticket based workflow with trigger actions when specific criteria are met:

DSharma02_0-1722487865374.png

If automated solutions are not reliable, consider creating manual tickets.
Or try any third party tool like Zapier to create workflows to trigger ticket creation in HubSpot when specific email conditions are met. (Try with free version first)

Hope this helps!
Thanks

0 Upvotes