Execute Workflow For New Conversations

SOLVE
SLink
Member

Hi,

We are still considering Hubspot and have a need which may be rather unique. We have thousands of emails stored on our file system and want to create tickets for each one. I can create the VBA in Outlook to open and process each email automatically, forwarding it to the Conversations shared Inbox. The problem comes in with a need to automate ticket creation only for those emails and then assign the ticket and close it.

I know there is an option to automatically create a ticket for each conversation, but I only want these forwarded emails to create the ticket automatically. Then I want to process only those tickets through this workflow.

Has anyone accomplished this starting at conversations before?

1 Accepted solution

Accepted Solutions
PeterC
Solution
Top Contributor

Hi @SLink  

 

You could add a special property to the tickets you create using this method so a HubSpot Workflow could be triggered when it sees that property on a new ticket.  The workflow will then take the ticket on the journey of your choice.

 

I can't be certain this will work in your specific case without understanding all the nuances of your requirement, but I can't think of a reason why it wouldn't work.  

 

This isn't a sales pitch - but don't let this hold up your decision to implement HubSpot.  We have some web developers in-house who are showing us just how much more we can integrate our systems, and getting data from A to B is remarkably easy with the right knowledge.  We implemented HubSpot about 3-years ago and haven't looked back.

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3 Replies 3
sharonlicari
Community Manager

Hi @SLink 

 

Welcome to the Community!

 

I'll tag a few experts to see if they have any ideas on how to achieve this. 

 

Hey @PeterC @StefaniUAT @warrendavey what would you recommend to @SLink

 

Thanks

Sharon


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0 Upvotes
SLink
Member

Thanks. With so much workflow flexibility in other areas, it seems like this would be feasible.

0 Upvotes
PeterC
Solution
Top Contributor

Hi @SLink  

 

You could add a special property to the tickets you create using this method so a HubSpot Workflow could be triggered when it sees that property on a new ticket.  The workflow will then take the ticket on the journey of your choice.

 

I can't be certain this will work in your specific case without understanding all the nuances of your requirement, but I can't think of a reason why it wouldn't work.  

 

This isn't a sales pitch - but don't let this hold up your decision to implement HubSpot.  We have some web developers in-house who are showing us just how much more we can integrate our systems, and getting data from A to B is remarkably easy with the right knowledge.  We implemented HubSpot about 3-years ago and haven't looked back.

View solution in original post