HubSpot Communication Logging and Ticket Creation (DEVELOPMENT WORKING FILE)
List of Communication workflows, their origins, logging status and ticket creation triggers
| Communication Platform | Address/Number | Inbount/Outbound | Communication Type | Logging Note | HS Logging | Ticket Note | HS Ticket Trigger |
| Aircall | AutoRecptionist Line (0630) | Inbound | Call Successful & Unsuccessful | logging working as expected | automatic |
Once the call has been completed, or using the Call History feature in Aircall, set the call with the tag call "Create Hubspot Ticket". This will automatically create a ticket in HubSpot.
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| Aircall | AutoRecptionist Line (0630) | Outbound | Call Successful & Unsuccessful | logging working as expected | automatic |
Once the call has been completed, or using the Call History feature in Aircall, set the call with the tag call "Create Hubspot Ticket". This will automatically create a ticket in HubSpot.
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| Aircall | AutoRecptionist Line (0630) | Inbound | VM | logging working as expected | automatic | automatic | |
| Aircall | AutoRecptionist Line (0630) | Inbound | SMS | inbound loggin working | automatic | automatic | |
| Aircall | AutoRecptionist Line (0630) | Outbound | SMS | logging working as expected | automatic |
Automatic. It will use the last ticket associated to this contact. If no ticket is created, then it will create a new one. Is this a wanted feature?
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| Aircall | Urgent Line (4807) | Inbound | Call Successful & Unsuccessful | automatic | automatic, how do we filter to enable superSLA to identify these vs normal AC tickets? | ||
| Aircall | Urgent Line (4807) | Inbound | VM | automatic | automatic, how do we filter to enable superSLA to identify these vs normal AC tickets? | ||
| Aircall | Urgent Line (4807) | Inbound | SMS | automatic | mirror team line SMS | ||
| Aircall | Urgent Line (4807) | Outbound | SMS | automatic | mirror team line SMS | ||
| Aircall | Individual AC Lines | Inbound | Call Successful & Unsuccessful | logging working as expected | automatic |
Once the call has been completed, or using the Call History feature in Aircall, set the call with the tag call "Create Hubspot Ticket". This will automatically create a ticket in HubSpot.
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| Aircall | Individual AC Lines | Outbound | Call Successful & Unsuccessful | logging working as expected | automatic |
Once the call has been completed, or using the Call History feature in Aircall, set the call with the tag call "Create Hubspot Ticket". This will automatically create a ticket in HubSpot.
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| Aircall | Individual AC Lines | Inbound | VM | automatic | automatic (do we auto-assign to phone number owner?) | ||
| Aircall | Individual AC Lines | Inbound | SMS | automatic | mirror team line SMS (do we auto-assign to phone number owner?) | ||
| Aircall | Individual AC Lines | Outbound | SMS | automatic | mirror team line SMS | ||
| Scheduling_114 | Inbound | logging working as expected | automatic | On respond, CC to "support_114@hoodz.us.com" to create a ticket, manual categorization needed | |||
| Scheduling_114 | Outbound | not currently logging | automatic | manual | |||
| Estimating_114 | Inbound | automatic | auto generate ticket, manual categorization needed | ||||
| Estimating_114 | Outbound | automatic | manual | ||||
| Service_114 | Inbound | automatic | auto generate ticket, manual categorization needed | ||||
| Service_114 | Outbound | automatic | manual | ||||
| Individual Emails | Inbound | Logging for this on response or forward using the HS Gmail plugin (can't do this automatically) |
need HS gmail plugin setup per spec (where is spec?), user must manually click "+ Add to Hubspot" in Gmail (lower right of subject)
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On respond, CC to "support_114@hoodz.us.com" to create a ticket, manual categorization needed | |||
| Individual Emails | Outbound | Logging following the plugin standard procedure |
need HS gmail plugin setup per spec (where is spec?), user must manually click "+ Add to Hubspot" in Gmail (lower right of subject)
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manual | |||
| Cell Phone | Individual Cell Lines | Inbound | Call Successful & Unsuccessful | - | none | ||
| Cell Phone | Individual Cell Lines | Outbound | Call Successful & Unsuccessful | - | none | ||
| Cell Phone | Individual Cell Lines | Inbound | VM | - | none | ||
| Cell Phone | Individual Cell Lines | SMS | - | none | |||
| Automatic | Update Error | Automatic | - | - | An error occurs in the Update process | ||
| Automatic | Creation Error | Automatic | - | - | An error occurs in the Creation process | ||
| Automatic | Tax Exemption File Missing | Automatic | - | - | Tax Exemption process is attempted but no Tax Exemption file has been uploaded to the Company | ||
| Automatic | Set 3PBP in SB | Automatic | - | - | The team needs to update the Third Party Bill Payer in ServiceBridge manually |