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AMcEntee
Member

Creating workflows based off Email Subject or Email Content

SOLVE

Hi all - can someone assist me with how i may be able to create a workflow based off email subject or email content?

 

The use case is that emails to our support chanel (which is set up in hubspot to convert emails into tickets) will go to different users, and have different workflow requirements, based off their subject.

 

Is this possible?

 

Thanks so much!  Anthony

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Creating workflows based off Email Subject or Email Content

SOLVE

Hi @AMcEntee I understand that if you have emails coming into the Conversation inbox being logged as tickets, the subject will be the ticket name. You can then use a Conversations based Workflow using the ticket name (contains). 

For the content of the email/ticket you can use the property "ticket description".

 

If I understood correctly I would try like this. 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Creating workflows based off Email Subject or Email Content

SOLVE

Hi @AMcEntee I understand that if you have emails coming into the Conversation inbox being logged as tickets, the subject will be the ticket name. You can then use a Conversations based Workflow using the ticket name (contains). 

For the content of the email/ticket you can use the property "ticket description".

 

If I understood correctly I would try like this. 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com