Create new contact when creating new ticket?

SOLVE
GeoffreyScott
Member

If I'm fielding a customer service call from an unknown contact, but current business customer (think store owner for multi-store brand), is it possible to create a new contact in a ticket? I do not have HS call integration. 

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Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @GeoffreyScott,

 

Yes, you can add new contacts to a ticket at any time – either by associating an existing contact or by creating a new one right in the sidebar of the ticket:

 

add-contact.gif

 

All information shown is fictional.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer

Hi @GeoffreyScott,

 

Yes, you can add new contacts to a ticket at any time – either by associating an existing contact or by creating a new one right in the sidebar of the ticket:

 

add-contact.gif

 

All information shown is fictional.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

webdew
Top Contributor | Diamond Partner

Hi @GeoffreyScott ,
yes you can associate a new contact to an existing ticket.
Click ticket name > On the left side on contact tab, click +Add > Click Associate new tab and creae a n contact 

webdew_0-1624454448620.png

 

Hope this helps!


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Thanks and Regards.

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