Tickets & Conversations

JBogard
Participant

Can you create a ticket from a booked meeting?

SOLVE

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

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you create a ticket from a booked meeting?

SOLVE

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.

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JBogard
Solution
Participant

Can you create a ticket from a booked meeting?

SOLVE

Figured it out by adding timeline activity to create record.

View solution in original post

0 Upvotes
3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you create a ticket from a booked meeting?

SOLVE

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
Participant

Can you create a ticket from a booked meeting?

SOLVE

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

0 Upvotes
JBogard
Solution
Participant

Can you create a ticket from a booked meeting?

SOLVE

Figured it out by adding timeline activity to create record.

0 Upvotes