Managing customer support tickets can be a time-consuming and manual process, especially when working with multiple platforms. Without automation, teams may find themselves constantly switching between tools, copying and pasting information, and risking human error. This can lead to delays in response times, missed tickets, and ultimately, unhappy customers.
Fortunately, with this automation of Copying all HubSpot tickets to Coda, teams can streamline their ticket management process and save valuable time. This automation automatically syncs all customer support tickets from HubSpot into a Coda table, eliminating the need for manual data entry.
Let’s set this up!
The first step is to create a Coda table with with all the ticket information you want to capture from HubSpot.
Bardeen will extract information from HubSpot like subject, ticket content, pipeline, priority, stage and date created. It will then save all this information to the Coda table you created after your setup is complete.
You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and Coda.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks. If it’s your first time using Bardeen, you will be redirected to install the extension.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to run the playbook to get the setup flow started.
Click on the playbook card, and the setup flow will start.
When setting up the automation, you will need to specify the Coda table that you want to use. Once you have selected the appropriate database, you will then be prompted to map the relevant information to the corresponding fields in the Coda table.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!
Click on “Save Input” and checkmark Coda. You can edit Inputs later by hovering over the playbook.
To execute the this automation, simply launch Bardeen by pressing Option + B on Mac or Alt + B on a Windows machine. Then, run the playbook to start the synchronization process between HubSpot and Coda.
This automation is fantastic if you are a customer support manager who wants to track and analyze all support tickets in one centralized location. You can use the Coda table to view ticket volumes, response times, and other key metrics to help identify trends and areas for improvement.
Additionally, this automation is great for teams who use Coda as a project management tool. By automatically copying HubSpot tickets into a Coda table, you can easily assign tickets to team members, track progress, and ensure that nothing falls through the cracks.
Overall, this automation can help streamline your ticket management process, improve response times, and enhance your team's productivity.
💪 Pro Tip:
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!