Streamline your sales and support reps' workflows by automatically creating a ticket in HubSpot based on a Kixie call outcome. Never forget to create a support request again with this easy to setup automation.
Define Call Outcomes in HubSpot
Select “Call Outcomes” to add and manage different call outcomes based on your organization’s requirements.
Setup Webhooks in Kixie
Use webhooks in the Kixie dashboard to trigger the automation when a call outcome is logged.
Webhooks by Zapier
This will allow Zapier to listen for webhook events and trigger the subsequent actions based on Contact ID.
Create a Ticket in HubSpot
The “create ticket” action step in HubSpot allows us to generate a new ticket with the relevant details from the webhook data.
Associate Ticket with Contact
By retrieving the HubSpot contact ID from the webhook data, we can establish this association and maintain a comprehensive record of the customer’s journey.
Associate Call with Ticket
Link the call recording or call activity with the ticket by retrieving the most recent call activities associated with the contact ID.
