Tickets & Conversations

JHaber6
Colaborador(a) | Parceiro Elite
Colaborador(a) | Parceiro Elite

Creating Tickets from Gmail

resolver

Is it possible to create tickets directly from gmail? We have service reps who are individually emailed with questions and it would be great if they could easily create a ticket from Gmail instead of opening a new tab and copying/pasting. Most of their emails are not tickets though so we can not autodefault to create tickets.

 

I'm open to using another app if it can accomplish this.

1 Solução aceita
Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Creating Tickets from Gmail

resolver

Hi @JHaber6,

 

Currently it is not possible to create a ticket from Gmail.

 

Could they forward the email to a conversations inbox that creates a ticket?

 

There's an idea already in the forum. Please upvote it!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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7 Respostas 7
harriskenny
Colaborador(a) | Parceiro
Colaborador(a) | Parceiro

Creating Tickets from Gmail

resolver

I'd love to see this feature—you can already create a task or a deal from the Gmail extension. 

°°°
Harris Kenny
Founder at Intro CRM

Find me on LinkedIn ➔
maxclark
Participante

Creating Tickets from Gmail

resolver

It would be great for the Chrome extension to add this functionality. Tickets are displayed on the sidebar, but no option to create a new one.

JHaber6
Colaborador(a) | Parceiro Elite
Colaborador(a) | Parceiro Elite

Creating Tickets from Gmail

resolver

Would the system associate the new ticket from the forwarded email with the correct contact?

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Josh
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Creating Tickets from Gmail

resolver

Honestly, I do think that you would run into association challenges with the forwarding options. It's going to try and associate the conversation/ticket with the email domain that sent the email, in this case, the email address actually forwarding the email.




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Creating Tickets from Gmail

resolver

Hi @JHaber6,

 

Currently it is not possible to create a ticket from Gmail.

 

Could they forward the email to a conversations inbox that creates a ticket?

 

There's an idea already in the forum. Please upvote it!

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

harriskenny
Colaborador(a) | Parceiro
Colaborador(a) | Parceiro

Creating Tickets from Gmail

resolver

I tested this and it does work, it is an acceptable workaround and we'll be doing this if/until they add the ability to do with using the Gmail extension. Thank you Josh!

°°°
Harris Kenny
Founder at Intro CRM

Find me on LinkedIn ➔
BérangèreL
Gerente da Comunidade
Gerente da Comunidade

Creating Tickets from Gmail

resolver

Hi @JHaber6 and everybody,

Thank you for reaching out to the Community and @Josh thanks for your great help!
That's exactly it!

I just wanted to share the solution from my colleague @jennysowyrda on this post "E-mail to create ticket" that gives you the steps to create tickets from the conversations inbox.

I hope this is useful!

Have a lovely day and a great weekend!

Best,
Bérangère


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