What it does
Creates a support ticket in your CRM (HubSpot or Salesforce) with the information collected during the conversation.When to use it
For support escalation, bug reports, or any scenario requiring ticket tracking.Requirements
- HubSpot: HubSpot integration must be connected
- Salesforce: Salesforce integration must be connected
- Must collect name, email, and problem description before creating the ticket
Can combine with
Tool: @mention_specifically is commonly used to confirm ticket creation.HubSpot: @create_hubspot_ticket
Configuration
Available in tool settings: Pipeline: Select which HubSpot ticket pipeline to use for new tickets Stage: Choose the initial stage for new tickets within the selected pipeline Owner (Optional): Optionally assign tickets to a specific rep. Leave blank for unassigned ticketsSyntax
Example
What Gets Created
The HubSpot ticket includes:- Subject/Title: Generated from conversation
- Description: Full issue description
- Contact: Associated with the email address
- Pipeline & Stage: Per your configuration
- Owner: Per your configuration (or unassigned)
- Conversation Context: Full chat transcript attached
Salesforce: @create_salesforce_ticket
Configuration
Basic setup via Salesforce integration. No additional tool configuration required.Syntax
Example
What Gets Created
The Salesforce case includes:- Subject: Generated from conversation
- Description: Full issue details
- Contact: Associated with the email address
- Status: New (or per your Salesforce defaults)
- Origin: Web or Chat
- Conversation Context: Full chat transcript
Tips
- Use generic terminology: Say “support ticket” or “support case”, not “HubSpot” or “Salesforce”
- Collect info first: Always get email and name before creating the ticket
- Provide confirmation: Let the visitor know their ticket was created
- Test thoroughly: Create a test ticket to verify data flows correctly
Common Pattern: AI-First Support
Learn More
- Getting Started with Playbooks - Overview and all tools
- Complete Playbook Examples - See ticket creation in action
- Troubleshooting Guide - Fix common issues