Can you create a ticket from a booked meeting?

[JBogard]

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

[karstenkoehler · Accepted solution]

Hi @JBogard,

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

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

Best regards!

[karstenkoehler · Accepted solution]

Hi @JBogard,

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

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

Best regards!

[JBogard]

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

[JBogard · Accepted solution]

Figured it out by adding timeline activity to create record.