I'm trying to report on how many emails are contained within a ticket but I seem to be drawing a blank.
I've got this far and then I can't seem to figure out how to break it down further. Am I missing something or is this another thing HubSpot can't show?
You don't even necessarily have to go the route of multiple data sources: There is a ticket property called Number of times contacted (the number of times that calls were made to associated contacts, emails were sent to associated contacts, and meetings were set with associated contacts. This is set automatically by HubSpot based on the timeline in the contact record.)
Does that help? Let me know!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
hmmm tried that and it's showing all the tickets with either 0 or 1 count of contact, when there's considerably more emails held within some of the tickets
Have you clicked the count to verify whether those tickets have more than 0 or 1? Also, have you tried sorting the visualization by count to see tickets with more than 1 email?
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I assume that the counts do not match what you're seeing on the ticket record? In that case, that might be a bug and I'd recommend reaching out to HubSpot support.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer