Tickets & Conversations

CBorreros
Participant

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Hi All,

 

I was wondering which part of settings should my boss look for to give me access to this part of the automation process. (Please see phot)image (6).png

 

I want to be able to automate sending an email whenever a ticket goes to "NEW"

 

Thanks in advance!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

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Hi @CBorreros,

 

You should be able to create these emails once an admin grants you marketing email permissions.

 

karstenkoehler_1-1667837406183.png

 

Hope this helps!

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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CBorreros
Participant

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Thank you so much. just to make sure the automated email will not be applied to emails sent on "inbox" and ONLY on "tickets" right?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

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SOLVE

Hi @CBorreros,

 

If you have enabled the option to create tickets from all incoming emails then this automated email would be sent for each new ticket. As long as HubSpot can associate sent and incoming messages to the same email thread, it would not create a new ticket. Only for new incoming messages.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Granting Permissions

SOLVE

Hi @CBorreros,

 

You should be able to create these emails once an admin grants you marketing email permissions.

 

karstenkoehler_1-1667837406183.png

 

Hope this helps!

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.