Automatically linking emails to Tickets
08-06-2019 04:36 - edited 08-06-2019 04:36
A common practice for Help Desk software is to be able to use your prefered email editor to communicate with customers - but the email is BCC'd to the Help Desk software so a complete log of activity is maintained.
The process has many advantages - including working from any device (mobile, laptop, desktop etc). The key is keeping the Ticket ID in the subject line and the help desk software takes care of the rest.
While emails to customers are automatically tracked by HubSpot, there doesn't appear to be a method for automatically linking an email with a ticket.
Has anyone figured out a process to make this work in HubSpot?