When managing customer support tickets, manually transferring information between platforms like HubSpot and Notion can be a time-consuming and error-prone process. Teams may find themselves switching between tools, copying and pasting data, and risking human error. This can lead to delays in response times, missed tickets, and ultimately, unhappy customers.
Thankfully, this automation enables you to copy all HubSpot tickets to Notion. Teams can streamline their ticket management process and save valuable time. This automation automatically syncs all customer support tickets from HubSpot into a designated Notion database, eliminating the need for manual data entry.
Let’s set it 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 Notion.
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 for [the special occasion]. It will [Action for the playbook].
Click on the playbook card, and the setup flow will start.
When setting up the automation, you will need to specify the Notion 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 Notion table.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Notion 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 Notion. You can edit Inputs later by hovering over the playbook.
To execute the "Copy all HubSpot tickets to Coda" 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 Notion.
This automation is fantastic if you are a customer support manager who wants to track and analyze all support tickets in one centralized location. With Notion, you can easily organize tickets, collaborate with team members, and track progress.
Additionally, this automation is great for teams who use Notion as a project management tool. By automatically copying HubSpot tickets into a Notion database, 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.
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!