Create a new ticket from the tickets home
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In your HubSpot account, navigate to Service > Tickets.
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In the upper right, click Create ticket.
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In the right panel, enter your ticket details. If you want to customize which properties appear here, click customize the properties at the bottom. The following fields are required by default:
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Ticket name: provide a description for this ticket. We should write the FULL ADDRESS of the ticket.
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Pipeline: assign this ticket to a specific ticket pipeline you've created. We use ONLY MARFA CUSTOMER SUPPORT PIPELINE
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Ticket status: choose a specific ticket stage from the pipeline you've selected.
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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 associate the relevant company or contact activities to the ticket timeline in this panel.
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.
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In your HubSpot account, navigate to your contacts or companies.
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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.
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In the Tickets section, click Add.
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To create a new ticket:
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Enter the details for your new ticket in the Create a new ticket tab. By default, the ticket will be associated with the contact or company record. Learn more about how you can pull in the timeline activity from the contact and company records.
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Once you're done, click Create. A new deal will be created.
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If there are existing deals that you want to associate the contact to:
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Click the Add existing ticket tab.
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In the search box, enter terms to identify the existing ticket.
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Select the tickets you want associated with the contact or company record.
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Click Save.
The new or existing ticket will be associated with the record.
Note:
There should be a note in the deal on Hubspot which contact is to be used. If there are several contacts, there might be a confusion for CS which leads to the situation where a wrong person is contacted. So, in the deal phone there should be a name of the person and comment.