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We have multiple service pipelines based on the level of support they have signed up for. We have set up multiple conversation inboxes to separate those levels. We are trying to have each inbox assign the tickets to a specific pipeline rather than to just the same one. Is there a way to do this with automation?
Thanks for posting, this is a use case that makes a lot of sense. I first thought this wasn't possible but @HGilpin found an option deeply buried in the settings, please give him an upvote below.
Navigate to Settings > Inboxes
Select your inbox under "Current view"
Hover your mouse over the form and click the "Edit" button
Click Edit ticket
Select the Ticket pipeline
Alternatively, you could also work with a ticket-based workflow, using the action 'Set property value' and changing the property value of 'Ticket pipeline and status' to your desired pipeline. (All pipelines should show up in a dropdown.)
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thanks for posting, this is a use case that makes a lot of sense. I first thought this wasn't possible but @HGilpin found an option deeply buried in the settings, please give him an upvote below.
Navigate to Settings > Inboxes
Select your inbox under "Current view"
Hover your mouse over the form and click the "Edit" button
Click Edit ticket
Select the Ticket pipeline
Alternatively, you could also work with a ticket-based workflow, using the action 'Set property value' and changing the property value of 'Ticket pipeline and status' to your desired pipeline. (All pipelines should show up in a dropdown.)
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I am currently trying to utilize this workaround for one of my Pipelines. I created a ticket-based workflow, but am confused as to what my enrollment trigger would be? I cannot find anything under Activity such as "sent an email to" or anything that could identify an email coming to a certain Inbox should be moved to the desired pipeline.