If you use both Gmail and HubSpot, you know how time-consuming it can be to manually create a new ticket from an email thread. Without an efficient system, it’s easy to waste precious time and productivity on a repetitive task.
That's where this automation comes in - it saves you a ton of time by automatically creating a new ticket in HubSpot from any email thread in Gmail. Not only does the ticket include a summary of the email thread, but it also generates a title using OpenAI.
Implementing this automation can help you save time, increase productivity, and improve customer service by streamlining the process of creating HubSpot tickets from Gmail email threads.
You can use this automation to pass on support tickets to your team by automatically creating a HubSpot ticket from any Gmail thread. By eliminating the need to manually create a ticket, you can save time and boost productivity.
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.
Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify the ticket’s priority, pipeline and stage.
Click on “Save Input” and checkmark HubSpot. This will save you even more time in the future. You can edit Inputs later by hovering over the playbook.
Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen..
Click on the playbook card. Run the playbook when you come across an email that you would like to create a ticket for.
The playbook will use OpenAI to summarize the request and generate an appropriate headline. It will create a new HubSpot ticket with that information.
Find more OpenAI integrations, HubSpot integrations, Gmail integrations, automate your Gmail and HubSpot workflow or edit the playbook to suit your own workflow.
You can also find more about how to automate the lead management process and automate your sales prospecting process.