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

[LorraineM]

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

[karstenkoehler · Accepted solution]

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.

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!

[LorraineM]

You absolute RockStar.  Thank you!