We're coming from ZohoDesk and have the functionality where we can send an e-mail to a particular e-mail address and it will automatically generate a ticket. It seems with HubSpot that we can only send an e-mail to a certain character code @hubspot.com and then it puts it into a Sales conversation, but not generating a ticket. Has anyone figured out how to do this?
You can create tickets from the conversations inbox by following these steps:
When connecting your team inbox, you can create a rule to automatically create a new ticket each time an incoming email is received. You can also create a new ticket directly from a contact record in the right sidebar of your conversations inbox.
This will associate with incoming emails.
For an overview of all of the ways you can create tickets, I wanted to share this resource.
The proposed solution is insufficient. My company uses a DL for support@myco... and as such, there is no account to "sync". With ZenDesk, Freshdesk, etc, you simply have your support email forward along to their PROVIDED email address, and things "just work". This SSO implementation to get access to an actual email account is absolutely bonkers IMHO.
Unfortunately, this is a reason we are NOT going with Hubspot. 😞
I 100% agree. And this is also the reason we will not be using HubSpot. I need to make my emails into support tickets, tasks and deals. Hubspot makes this over complicated and tedious. This is NOT a support ticket software. And it really isn't a good sales/deals software. Sad. I had so much hope 😞
You can create tickets from the conversations inbox by following these steps:
When connecting your team inbox, you can create a rule to automatically create a new ticket each time an incoming email is received. You can also create a new ticket directly from a contact record in the right sidebar of your conversations inbox.
This will associate with incoming emails.
For an overview of all of the ways you can create tickets, I wanted to share this resource.
provide an @mycompany.hubspot.com email addres. Linking to an email account is NOT always possible, not the best. My company uses a DL for support@... so there is no way and never will be a way to sync with it. But we can forward it to a hubspot inbox. That is the correct way to do this, like the big boys, ZenDesk, etc...
You mention "You can create a rule to automatically create a new ticket..." Can you please provide a link to any documentation on this subject? I searched everywhere, and cannot find a way to have our support@XXX.com email create a support ticket. There must be a way to do it, but I cannot find it!