Tips, Tricks & Best Practices

JoseGLS
Participant

Automatically create a ticket when replying to an old email thread

SOLVE

Hi,

We have an inbox connected that will create a Ticket when a contact sends us an email. It works except when a contact replies to an old email thread (before the inbox was connected). In that case, the inbox workflow won't create a ticket but it will create a new activity for the email reply to the Activities tab of the contact. We contacted a Hubspot specialist and they confirmed that this behavior seems to be correct.

How could we automatically create a ticket for these cases? I tried different ways but all of them seem to be missing something:

  • Contact Workflow with an Enrollment trigger as Activity Email subject is Known: however there is no filter type for "contact doesn't have any ticket".
  • Hubspot API/Webhook: we can trigger a webhook when the property notes_last_updated (last activity date) changes, however, there is no API to retrieve all the activity of a contact.

 

Any help? Thank you!

 

1 Accepted solution
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Automatically create a ticket when replying to an old email thread

SOLVE

@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associated to the contact:

 

Screenshot 2023-06-07 at 11.27.32.png

 

You could then use this property in your workflow along with the Email subject known trigger:

Screenshot 2023-06-07 at 11.28.36.png


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
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6 Replies 6
AShukla38
Participant

Automatically create a ticket when replying to an old email thread

SOLVE

You can 1stly set revert from here

AShukla38_0-1687328188206.png

Then by using this revert as a trigger you can create a new ticket.

0 Upvotes
JoseGLS
Participant

Automatically create a ticket when replying to an old email thread

SOLVE

@HFisher7 Thank you for your answer.

Screenshot 2023-06-08 at 12.46.21.png

My interface for creating a custom property for contacts seems to be a bit different.

After choosing "Ticket", it asks for a mandatory ticket property. There is no property related to "associated to the contact" so the result of the calculation is the sum of ALL existing tickets.

Thank you.

0 Upvotes
HFisher7
Guide | Elite Partner
Guide | Elite Partner

Automatically create a ticket when replying to an old email thread

SOLVE

@JoseGLS - Once you click create on the property you will get the view I shared, looks like you've done the same as me from your screen share 🙂


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution
MiaSrebrnjak
Community Manager
Community Manager

Automatically create a ticket when replying to an old email thread

SOLVE

Hi @JoseGLS,

 

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see of they can think of a workaround: 

Hi @danmoyle@franksteiner79@HFisher7, do you have any tips for @JoseGLS? Thank you!

 

Cheers
Mia, Community Team  


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HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Automatically create a ticket when replying to an old email thread

SOLVE

@JoseGLS - You could create a custom calculation contact property 'Number of associated tickets' that sums up the number of ticket records associated to the contact:

 

Screenshot 2023-06-07 at 11.27.32.png

 

You could then use this property in your workflow along with the Email subject known trigger:

Screenshot 2023-06-07 at 11.28.36.png


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Automatically create a ticket when replying to an old email thread

SOLVE

I'm with @HFisher7 here, @JoseGLS. That's where I'd start, too. 

 

Thanks for the tag @MiaSrebrnjak

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/