For customer support teams using HubSpot, manually transferring support ticket information to other platforms like Google Sheets can be a tedious and error-prone process. Teams may find themselves copying and pasting data, or worse, forgetting to transfer important information altogether. This can lead to delayed responses, missed tickets, and ultimately, unhappy customers.
Thankfully, this automation can help streamline your ticket management process and save your team valuable time. It makes you copy all HubSpot tickets to Google Sheet. With this automation, all support tickets in HubSpot are automatically copied over to a designated Google Sheets spreadsheet, eliminating the need for manual data entry.
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. 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 Google Sheets.
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. Bardeen will prompt you to choose a Google Sheets spreadsheet that will contain your tickets. You can choose an existing spreadsheet or create a new one from scratch.
Click on “Save Input” and checkmark Google Sheets. You can edit Inputs later by hovering over the playbook.
Whenever you want to copy all HubSpot tickets to Google Sheets, simply launch Bardeen by pressing Option + B on Mac or Alt + B on a Windows machine. From there, run the playbook to automatically copy all HubSpot support tickets to your designated Google Sheets spreadsheet.
This automation is fantastic if you are a customer support manager who wants to track ticket volumes, monitor response times, and analyze team performance metrics. You can use the data in the Google Sheets spreadsheet to create visualizations, calculate key performance indicators, and identify areas for improvement.
Additionally, this automation is useful for teams who want to collaborate and share ticket information with other departments, like marketing or sales. By automatically transferring support ticket data to a Google Sheets spreadsheet, you can easily share real-time updates with other teams and ensure everyone is aligned.
Overall, the this automation can help improve your team's productivity, enhance customer satisfaction, and streamline your ticket management process.
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!