How do you create a Service > Ticket when a Marketing > Lead Capture > Form is completed?

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Occasional Contributor

How do you create a Service > Ticket when a Marketing > Lead Capture > Form is completed?

 

I have created a Request for Information which is publically accessible on the website.  When this form is completed, how does this create a task for the customer success team who use ServiceHub to manage their day-to-day activities?

 

Many thanks!

Lorraine

 

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Solution
Esteemed Advisor | Partner

Hi @LorraineM,

 

With a Professional license, you have access to workflows and automation. Navigate to Automation > Workflows, click Create workflow and select Contact-based / Start from scratch.

 

In the workflow editor, click Set enrollment triggers and find your form under Form submissions. You can then click on the + and add a new action: Create record. Select Ticket and customize to your liking.

 

ticket.png

 

If you're not familiar yet with workflows, this is a great starting point: https://knowledge.hubspot.com/workflows/get-started-with-workflows

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

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Solution
Esteemed Advisor | Partner

Hi @LorraineM,

 

With a Professional license, you have access to workflows and automation. Navigate to Automation > Workflows, click Create workflow and select Contact-based / Start from scratch.

 

In the workflow editor, click Set enrollment triggers and find your form under Form submissions. You can then click on the + and add a new action: Create record. Select Ticket and customize to your liking.

 

ticket.png

 

If you're not familiar yet with workflows, this is a great starting point: https://knowledge.hubspot.com/workflows/get-started-with-workflows

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

Occasional Contributor

You absolute RockStar.  Thank you!