HubSpot
OpenAI
playbook Template

Generate a response to a HubSpot ticket using OpenAI.

This automation will get information from a HubSpot ticket and generate a response using OpenAI.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

Get HubSpot Ticket
Action
Generate text from model
Action

Bardeen introduces a seamless integration of HubSpot ticketing with OpenAI's advanced text generation, enabling instant, intelligent responses to customer queries. This automation bridges the gap between customer service and AI, empowering teams to provide quick, context-aware support. Enhance your customer service experience by leveraging AI to draft responses, allowing your team to focus on personalized interactions and complex problem-solving.

Here's how this workflow generates a response to a HubSpot ticket using OpenAI:

  • Step 1: Get HubSpot Ticket - This step retrieves the detailed information from a specified HubSpot ticket. HubSpot is known for its CRM capabilities in managing customer relations and support tickets.
  • Step 2: Prepare the text - Bardeen then merges the ticket title and a predefined text to create a coherent prompt for OpenAI.
  • Step 3: Generate AI Response - Using the prepared text, OpenAI generates a draft response at a controlled creativity level. This ensures the response is relevant and to the point, providing a solid starting point for customer support follow-up.
Run this HubSpot automation with Bardeen in minutes.

How to run the playbook

As a customer support representative, you are likely all too familiar with the time-consuming process of responding to tickets. It often involves reading through a ticket, deciphering the customer's problem, and carefully crafting a response.

And this automation will be your secret weapon! It will extract the list of products from an Amazon best sellers page with information like price, link to the product, and product name.

This is where this automation comes in to make your job a little easier. This automation uses OpenAI to generate a response to a HubSpot ticket. Simply provide a prompt, and the program will do the rest. By automating some of the ticket response process, you can save time and provide faster, more efficient service to your customers.

It's time to set everything up!

Step 1: Pin the playbook and integrate HubSpot

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. 

Step 2: Run the playbook

Press Option + B on your keyboard to launch Bardeen. Click on the playbook card and choose a HubSpot ticket that you would like to respond to.

Bardeen will also ask for a prompt on how you would like to answer the ticket.

It will then analyze the ticket and generate a response using OpenAI, saving you tons of time.

This automation is fantastic if you are a customer support representative who receives numerous tickets each day. By using OpenAI to generate a response to a HubSpot ticket, you can quickly provide accurate and helpful information to the customer. This can help ensure that the customer is satisfied with the service they receive and can help reduce response times.

If you are a sales representative, this automation can be particularly helpful for responding to common customer inquiries. By generating a response to a HubSpot ticket using OpenAI, you can quickly provide answers to frequently asked questions, such as pricing information or product specifications. This can help improve your productivity and reduce the amount of time you spend answering emails.

This automation can also be useful for marketing teams that receive inquiries from potential customers. By generating a response to a HubSpot ticket using OpenAI, you can quickly provide information on your products or services, as well as any promotional offers or discounts that may be available. This can help improve customer engagement and ultimately lead to more sales.

Find more HubSpot integrations, OpenAI integrations, OpenAI 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.

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Generate a response to a HubSpot ticket using OpenAI.
Generate a response to a HubSpot ticket using OpenAI.
Generate a response to a HubSpot ticket using OpenAI.
Types:
Both
Actions
Triggers
Update a note in HubSpot
Update a note in HubSpot
Action
Generate essay from prompt
Generate essay from prompt
Action
Extract table from text
Extract table from text
Action
Delete HubSpot Deal
Delete HubSpot Deal
Action
Generate style-matching tweet
Generate style-matching tweet
Action
Find sequences in HubSpot
Find sequences in HubSpot
Action
Generate email from prompt
Generate email from prompt
Action
Generate code
Generate code
Action
Extract keywords from text
Extract keywords from text
Action
Update HubSpot deal
Update HubSpot deal
Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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