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On this page
  • Create a new ticket from the tickets dashboard
  • Create a ticket from the contact or company record
  • Create tickets using a form in your conversations inbox
  • Create tickets with a workflow

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  1. HubSpot CRM
  2. tickets

Create tickets

PreviousticketsNextWork with your ticket records

Last updated 5 years ago

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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 .

Create a new ticket from the tickets dashboard

  • 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 .

ticket-create-sidebar-associate

Create a ticket from the contact or company record

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.

Create tickets using a form in your conversations inbox

Create tickets with a workflow

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 .

navigate to your contacts or companies
how you can pull in the timeline activity from the contact and company records
activities that will be associated to these different records
form in the conversations inbox
respond
create tickets from new incoming emails
connected Facebook Messenger account
creating a bot chatflow for the Facebook Messenger account
Submit ticket action
add the form to your knowledge base
website and landing pages
external website pages
create tickets automatically
enrollment triggers
add actions in your workflow
Create a ticket action
organize, view, and report on your tickets
properties
specific ticket pipeline
ticket stage
associate the relevant company or contact activities to the ticket timeline in this panel