Tickets & Conversations

MWolfe2
Member

Ticket workflow to email contact when ticket is closed

I'm looking for guidance or even better would be an example of how to build a workflow that will email the ticket contact when their ticket is closed.

 

Ideally I would like the email communication to list the resolution to their ticket - but I am having a hard time finding guidance about documenting ticket resolution.

1 Reply 1
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Ticket workflow to email contact when ticket is closed

Hi @MWolfe2,

 

HubSpot has some default ticket automation options for this which you could use: https://knowledge.hubspot.com/object-settings/customize-ticket-pipelines-and-statuses#automate-ticke...

 

As far as the resolution goes, you could document that in a custom multi line text property and then adjust the automated ticket email to include a personalization token for that email. https://knowledge.hubspot.com/properties/create-and-edit-properties

 

Let me know what you think and if you have any follow up questions!

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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