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Simon_C on October 26, 2022
How to automatically create a Deal record via Conversations Inbox email channel
Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this further to the Deal object is not something that is currently read more
Reply Conversations Deals Sales Tickets Workaround Workflows
9 upvotes
7 Replies
Jnix284
Thought Leader | Partner
October 28, 2022 10:27
@Simon_C super helpful, thank you! This will make it easier to update reports and get everything aligned properly between service and sales. I'm ex...read more
Solved
KMavraki on February 10, 2022
Prevent Status change if fields are empty
Hi, I'm looking to add some stop checks into our ticket workflow, but I'm not sure if it's possible, I haven't figured out how to do it so far anyway. In my example when a 'New' Ticket gets assigned, the team need to perform a series of tasks in mo read more
Reply Service Tickets
0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 10, 2022 08:08
Hi @KMavraki , Got it, thanks for the clarification. This is possible in the form of requried properties per ticket status, see here: https:/...read more
Solved
ZVasseur on August 22, 2021
Log Email to Specific Deal or Ticket
Is there a way to create a custom email where the specific reply will automatically get logged to a sales opportunity or ticket? I am looking for a way to say: send a message to this email and it will get linked to your open ticket.
Reply Deals How-To Tickets
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
August 22, 2021 20:49
Hi @ZVasseur , Not directly, no. You can log an email directly to a contact record using a BCC or forwarding address and – if the contact re...read more
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