Tickets & Conversations

KristenC
Member

Assign Pipeline Based on Inbox

SOLVE

Hi, 

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,
Kristen

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Assign Pipeline Based on Inbox

SOLVE

Hi @KristenC,

 

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

karstenkoehler_0-1625754597108.png

 

Select your inbox under "Current view"

karstenkoehler_1-1625754607177.png

 

Hover your mouse over the form and click the "Edit" button

karstenkoehler_2-1625754619217.png

 

Click Edit ticket

karstenkoehler_3-1625754632456.png

 

Select the Ticket pipeline

karstenkoehler_4-1625754641847.png

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

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4 Replies 4
HGilpin
Participant | Platinum Partner
Participant | Platinum Partner

Assign Pipeline Based on Inbox

SOLVE

>  When creating/editing inboxes or connecting/editing channels, it's not possible to select specific pipelines.

 

You actualy CAN assign different FORMS to different pipelines. Here's the knowledge base article on this, goto manage and edit your connected forms.  It is possible and just really buried.

 

Here is what we did.  We are doing this to separate brands. So Brand A service form goes to Brand A pipeline and B form goes to B pipeline, etc.

1. create the inbox "brand A service inbox"

2. create the pipeline "brand A service"

3. create the form "brand A service form" and link it to the "brand A service inbox" when you create the form (under options)

4. goto settings> conversations>inboxes.  

    a) next to "current view" select "brand A service inbox"

    b) You should see your connected form listed (if not you can "connect channel" to connect it)

    c) hover over the form name, and click edit

    d) next to "treat invcoming tickets as support tickets" click edit ticket.  

    e) THIS IS WHERE YOU CAN ASSIGN WHATEVER PIPELINE YOU WANT.  and other ticket properties. 

 

buried, but powerful. good luck!
 

danielpena
Participant

Assign Pipeline Based on Inbox

SOLVE

It worked for me! Thank you very much! 🙂 

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

Assign Pipeline Based on Inbox

SOLVE

Hi @KristenC,

 

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

karstenkoehler_0-1625754597108.png

 

Select your inbox under "Current view"

karstenkoehler_1-1625754607177.png

 

Hover your mouse over the form and click the "Edit" button

karstenkoehler_2-1625754619217.png

 

Click Edit ticket

karstenkoehler_3-1625754632456.png

 

Select the Ticket pipeline

karstenkoehler_4-1625754641847.png

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

BNagel
Member | Diamond Partner
Member | Diamond Partner

Assign Pipeline Based on Inbox

SOLVE

Hi @karstenkoehler

 

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.

0 Upvotes