Tickets & Conversations

JHaber6
Mitwirkender/Mitwirkende | Gold Partner
Mitwirkender/Mitwirkende | Gold Partner

Creating Tickets from Gmail

lösung

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.

2 Akzeptierte Lösungen
Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Creating Tickets from Gmail

lösung

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 Diamond Partner & HubSpot Certified Trainer

Lösung in ursprünglichem Beitrag anzeigen

xpressyoo
Lösung
Mitglied

Creating Tickets from Gmail

lösung

Hi @JHaber6 

A bit late to the party, but Gmelius released a few months back a full HubSpot integration that works with their Gmail ticketing solution.

 

xpressyoo_0-1724402657568.png

 

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
9 Antworten
xpressyoo
Lösung
Mitglied

Creating Tickets from Gmail

lösung

Hi @JHaber6 

A bit late to the party, but Gmelius released a few months back a full HubSpot integration that works with their Gmail ticketing solution.

 

xpressyoo_0-1724402657568.png

 

0 Upvotes
BérangèreL
Community-Manager/-in
Community-Manager/-in

Creating Tickets from Gmail

lösung

Hi @xpressyoo and welcome to the Community! 🎉
We are so glad to have you here!

Thank you very much for sharing this integration with the Community!

Could you please detail and explain in more details, how the integration would work and the steps needed to be able to create a ticket in HubSpot from Gmail, so that this can help @JHaber6, please?

Thanks a lot and have a fabulous weekend!

Best,
Bérangère


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0 Upvotes
harriskenny
Mitwirkender/Mitwirkende | Partner
Mitwirkender/Mitwirkende | Partner

Creating Tickets from Gmail

lösung

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
Teilnehmer/-in

Creating Tickets from Gmail

lösung

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
Mitwirkender/Mitwirkende | Gold Partner
Mitwirkender/Mitwirkende | Gold Partner

Creating Tickets from Gmail

lösung

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

0 Upvotes
Josh
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Creating Tickets from Gmail

lösung

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 Diamond Partner & HubSpot Certified Trainer

Josh
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Creating Tickets from Gmail

lösung

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 Diamond Partner & HubSpot Certified Trainer

harriskenny
Mitwirkender/Mitwirkende | Partner
Mitwirkender/Mitwirkende | Partner

Creating Tickets from Gmail

lösung

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
Community-Manager/-in
Community-Manager/-in

Creating Tickets from Gmail

lösung

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


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres! !
0 Upvotes