Today's lesson few HubSpot ways to create a ticket there's a simple way

  Today we're going to go over all the different ways you can create tickets right inside HubSpot now if you want to take 

today's lesson  few ways to create a ticket there's a simple way and there's a simple way for 

The customer so the simple way I'm going to show you today is just jumping straight into the pipeline the second way how to do it on a record and the Third Way how to let the customer just do it themselves so let's jump into it so first and foremost we want to go up to service and to tickets and this would be a ticket pipeline that you will see 

• there's a whole bunch of different sort of tickets that you can sort of see but yeah 

• we've got one here so what we've got here is that if we want to create a ticket we can 

• go up to create ticket in the top right hand side and then what we'll do is we'll go 

• ahead and create the ticket for that area at the very top if we want to edit the form 

• click on that and you can edit what that tickets has straight out of the box when you click on that otherwise when you click on 

• create it should just pop up in that new area so if somebody's giving you a call on the phone hang on a second we'll just create a

•  ticket on the phone that's how we do that second to that so that's the first way to create a ticket second way is we can create 

• tickets actually on the contact form itself so if we've got this sample contact here so we're on the contact form we can see that this is the the sample contact that we've got 

• in here so what we want to do if we want to create a contact on the right hand side of 

• where the objects are we'll see ticket we can go through here and we can add a ticket 

• here the side drawer would just come out much like what it was like on the actual pipeline when we created the ticket so 

• they're the two ways to do it you can either do it in the contact if you're working in there already needed to create a ticket 

• about a problem you can do it in the in the actual pipeline ticket pipeline itself or third you actually create a form and place it anywhere you want and then when that 

• person fills out the form it'll go ahead and create that ticket automatically for you third option is definitely one that I much 

• prefer but it's not always going to be the case so how do we get that it's actually 

involved in the conversations inbox so we want to do is go to the conversations inbox and then we want to do a easy way to go

 through is to go up to the Cog and basically this will give us the different channels so we're in the inboxes view here and what we can see is the current view of the inbox a couple of tabs here what we want to do is connect a channel 

and go across to forms if we click on forms we can go ahead and select a form that 

we've got so I think I created a default ticket form today so I'm going to click on this one here and we've got the default ticket form you can create a new form here um the questions that you need to be asking is what's usually the levels of information that you need to know to help solve the issue all different for different businesses so customize that as best as possible if you're asking the right questions you shouldn't have to go back to them and ask them twice you should be able to tackle it for you for example if you're e-commerce and 

somebody's looking to potentially look for a shipping item that's hasn't arrived yet you

 might want to put some you know did you get a tracking number yes what was the tracking number when was it purchased what did you purchase can you add some more detail what was your address they're the things that they're going to want to need if they're contacting the postal service or anything like that so you can customize that form go through and we can click on next and then what we can do is we can treat incoming conversations as support tickets yep so because it's coming through that channel so every every single form submission that goes through that form will supply will submit a ticket but then we can automatically assign specific conversations perfect if your business has different types of segments of supporting for example you might have uh if we've got this fake e-commerce business that we've made up we might have a shipping area that deals with just the shipping we might have orders we might have uh accounting inquiries we might have a bunch of different ones all of which are all different uh types of questions that get asked but also they relate and they're responsible for different types of people so you could create a bunch of different types of forms and then you can then go through and set up specific users for that so it's allocated to them automatically once that's done if there is any questions on that you've got the

 comment section below that you can ask those questions so we've got that default

 ticket form there as well we've got some options on managing the form but also if we want to go through and change the default rules there as well so now when that form is submitted it will go through and it will actually pop up in the conversations inbox but it'll also create a ticket in the ticket pipeline as well and then go and start creating tickets for you to help people out well there you have it you now know how to create tickets right inside HubSpot and if you've learned something new from this post and you're Keen to learn more about HubSpot make sure you give us a like comment  and that  another  post well that's it from me happy hubspotting