Tickets & Conversations

JBogard
Teilnehmer/-in

Can you create a ticket from a booked meeting?

lösung

We want to have a ticket created when a potential client books a meeting through HubSpot.  Is that possible?

0 Upvotes
2 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Can you create a ticket from a booked meeting?

lösung

Hi @JBogard,

 

Yes, this can be achieved with a contact-based workflow as shown below:

 

karstenkoehler_0-1684518988810.png

 

You would either specify exact meeting links or enroll when "Recent conversion contains any of Meetings".

 

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.

Lösung in ursprünglichem Beitrag anzeigen

JBogard
Lösung
Teilnehmer/-in

Can you create a ticket from a booked meeting?

lösung

Figured it out by adding timeline activity to create record.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
3 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Can you create a ticket from a booked meeting?

lösung

Hi @JBogard,

 

Yes, this can be achieved with a contact-based workflow as shown below:

 

karstenkoehler_0-1684518988810.png

 

You would either specify exact meeting links or enroll when "Recent conversion contains any of Meetings".

 

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.

JBogard
Teilnehmer/-in

Can you create a ticket from a booked meeting?

lösung

Worked great!  Next step would be to add the meeting that was booked.  Does that have to be entered in manually?

0 Upvotes
JBogard
Lösung
Teilnehmer/-in

Can you create a ticket from a booked meeting?

lösung

Figured it out by adding timeline activity to create record.

0 Upvotes