Using HubSpot to help operationalize the use of Storylane

[Patti_R]

Hi! We recently contracted with Storylane (they offer clickable product demos) and are working on our internal implementation plan. We would like to use HubSpot to manage requests for new demos. Simplest version of this would be:

• Create HubSpot form for a new demo request form
• Automatically create a Ticket upon form submission
  • Internal notifications to the demo creator and requester
• Use the Ticket Pipeline to manage the status of the requests
  
  • Automatically create tasks related to the demo creation process
  • Incorporate an approval process before publishing

We do not use Service Hub, so I think we just have some of the basic funtionality on using the ticketing system in HubSpot. Does all of this sound reasonable? Anyone else have other ideas?? 

Thanks in advance!

[Patti_R · Accepted solution]

Hi all! You can ignore this post! I didn't realize that i'd essentially posted a similar question a couple of months ago (oops!!). 

[SamTassey]

Hi @Patti_R!

  Thanks for keeping us updated here! Linking your previous post here as others facing similar issues may find this helpful as well!  https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Using-HubSpot-to-manage-internal-demo-re...

Sam, Community Moderator