Create a Ticket with Associated Contact in HubSpot using Pabbly Connect

Learn how to create a ticket with an associated contact in HubSpot using Pabbly Connect. This step-by-step guide covers the integration process with Elementor and more.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for HubSpot Integration

To create a ticket with an associated contact in HubSpot, we begin by setting up Pabbly Connect. This powerful integration tool allows you to automate tasks without coding. Start by signing up for Pabbly Connect to access its dashboard.

Once logged in, click on the ‘Create Workflow’ button. You can name your workflow appropriately, such as ‘HubSpot Ticket Creation’. After naming, click on the ‘Create’ button to proceed. This will lead you to a page where you can set up your trigger and action for automation.

2. Setting Up the Trigger with Elementor

In this step, we will set up the trigger using Pabbly Connect with Elementor. Choose Elementor as your trigger application and select the trigger event as ‘New Form Submission’. This event will start the workflow whenever a form is submitted.

• Select Elementor as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL.

Next, navigate to your WordPress dashboard and edit the form created with Elementor. In the left panel under the content section, find ‘Actions After Submit’. Add the webhook option and paste the copied URL into the webhook field. Update the form to save the changes.

3. Testing the Form Submission

After setting up the webhook, it’s time to test the form submission through Pabbly Connect. Open the form on your website and fill in the necessary details like name, email, phone number, and a message. Once filled, click the submit button.

Upon submission, Pabbly Connect will capture the response, and you will see the data reflected in your workflow. This confirms that the trigger is working correctly and is ready to create a contact in HubSpot.

4. Creating a Contact in HubSpot

Now that we have the form submission data, we will create a contact in HubSpot using Pabbly Connect. In the action step, search for HubSpot and select ‘Create a Contact’ as the action event. Connect your HubSpot account by selecting ‘Add New Connection’.

Map the fields from the form submission to the corresponding fields in HubSpot. For instance, map the email from the form to the email field in HubSpot. After mapping the required fields, click on ‘Save and Send Test Request’ to create the contact.

5. Creating a Ticket and Associating the Contact

With the contact created, the next step is to create a ticket in HubSpot and associate it with the contact using Pabbly Connect. Again, search for HubSpot in the action step and select ‘Create a Ticket’ as the action event. Use the existing connection to HubSpot and fill in the required details for the ticket.

• Enter the ticket name and description.
• Set the ticket status and pipeline ID.
• Click ‘Save and Send Test Request’ to create the ticket.

Finally, associate the contact with the newly created ticket by selecting ‘Associate Multiple CRM Objects’ as the action event. Map the contact ID and ticket ID, then click ‘Save and Send Test Request’. This will complete the automation process.

Conclusion

In this tutorial, we explored how to create a ticket with an associated contact in HubSpot using Pabbly Connect. By automating the process, you can save time and ensure that tickets and contacts are created seamlessly. Start using this automation today to enhance your workflow efficiency.