Create a HubSpot Ticket from the currently opened email

Steps:

Bardeen's workflow automation simplifies the process of creating HubSpot tickets from your emails. It leverages OpenAI to analyze and summarize the content of your currently opened email, then automatically logs that information as a ticket in HubSpot. This tool can be invaluable for customer support teams, sales professionals, and anyone looking to streamline their issue resolution process.

Here's how this workflow turns an email into a HubSpot ticket:

• Step 1: Locate Email Thread - Bardeen begins by identifying the email thread from the currently opened email in Gmail, ensuring the correct conversation is processed.
• Step 2: Generate Summary with OpenAI - OpenAI's advanced AI summarizes the email content, providing a concise overview suitable for a ticket description.
• Step 3: Create Ticket Title - A descriptive title for the HubSpot ticket is crafted by merging text strings relevant to the email content.
• Step 4: Generate Text with OpenAI - OpenAI generates additional text based on the email content to further define the ticket details.
• Step 5: Merge Summary into Ticket Description - The summary and any additional text are combined to form a comprehensive ticket description.
• Step 6: Create HubSpot Ticket - Finally, a new HubSpot ticket is created using the title and description generated from the email content.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.