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

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LorraineM
Participant

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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1 Accepted solution
karstenkoehler
Solution
Hall of Famer

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

LorraineM
Participant

You absolute RockStar.  Thank you!