Service Hub Onboarding

SKoehn
Member

Custom Ticket Templates

SOLVE

Is it possible to create multiple ticket templates? For example, I want a ticket template for Onboarding and a ticket template for Support. Each to have their own properties, each being assigned to their own pipeline. Is this possible??

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Custom Ticket Templates

SOLVE

Hi @SKoehn,

 

Yes, but it requires a Service Hub Professional or Enterprise subscription. You can find the documentation here: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records#add-condit...

 

You would use conditional logic based on the pipeline of a ticket to display fields specific to that pipeline.

 

karstenkoehler_0-1686062727958.png

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Custom Ticket Templates

SOLVE

Hi @SKoehn,

 

Yes, but it requires a Service Hub Professional or Enterprise subscription. You can find the documentation here: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records#add-condit...

 

You would use conditional logic based on the pipeline of a ticket to display fields specific to that pipeline.

 

karstenkoehler_0-1686062727958.png

 

Best regards!

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.

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