How to Create a Ticket Pipeline in HubSpot

Join HubSpot Implementation Specialist, Hunter, in our latest video, "How to Create a Ticket Pipeline in HubSpot." This step-by-step guide demystifies the process of setting up a ticket pipeline, a crucial tool for organizing and streamlining your customer service process. Whether you're new to HubSpot or looking to refine your existing setup, Hunter covers everything from the basics of what a ticket pipeline is used for, to building your pipeline, adding automation for efficiency, and more. Perfect for businesses aiming to improve their customer service workflow, this tutorial offers invaluable insights and practical tips. Don't miss out on optimizing your support system-click play now!
#hubspot #hubspottutorial #hubspotpartner

[@EmreAydın-w5h]

I created a hubspot form that automatically creates a ticket. How do I select which pipeline the ticket is placed at? I can not find any information about it. Could you please help? I guess it should be a simple step.

[@evenbound]

Hi there! We've got an answer for you.
Editing the automation for tickets created by forms can be confusing because it is done in the Inbox settings, not the Ticket settings. To navigate here, you’ll click Settings > Inbox > Inboxes. The form should show up here under the channels section. When you find the form, hover over it and click edit to get to where you can edit its automation. Once you are there, you can click the “Edit ticket” link next to “Treat incoming conversations as support tickets” and this will allow you to switch which pipeline the tickets are being created in.
We hope that helps! Don't be afraid to reach out to our team of experts if you need HubSpot support.