Create tickets
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With tickets, you can organize all of your customer inquiries in one place and track trends over time. You can create individual tickets from your dashboard, a contact record, or your conversations inbox. You can also automate the process using workflows and the support form.
After creating tickets, learn how you can .
In your HubSpot account, navigate to Service > Tickets.
In the upper right, click Create ticket.
In the right panel, enter your ticket details. If you want to customize which appear here, click customize the properties at the bottom. The following fields are required by default:
Ticket name: provide a description for this ticket.
Pipeline: assign this ticket to a you've created.
Ticket status: choose a specific from the pipeline you've selected.
To associate a company or contacts with the ticket, click the Company and Contact dropdown menus, then search for the company or contacts. Learn how to .
You can associate an existing ticket with a specific contact, or create a new ticket directly from the contact record or the contacts dashboard.
Hover over a specific contact or company and click Preview to see more details in the right panel, or click Edit to open the full record.
In the Tickets section, click Add.
To create a new ticket:
Once you're done, click Create. A new deal will be created.
If there are existing deals that you want to associate the contact to:
Click the Add existing ticket tab.
In the search box, enter terms to identify the existing ticket.
Select the tickets you want associated to the contact or company record.
Click Save.
In your HubSpot account, .
Enter the details for your new ticket in the Create a new ticket tab. By default, the ticket will be associated to the contact or company record. Learn more about .
The new or existing ticket will be associated with the record. Learn more about the .
Connect a . Submissions to the form will create tickets in your account. You can also to the visitor's inquiry directly in your conversations inbox.
In the conversations inbox, you can also automatically sent to your team email account.
If you're using a , this can be achieved by and using the .
Learn how to , to your , or to your .
Set up a workflow to based on specific . Learn how to and use the .