Guide

How to create a new HubSpot ticket when a Front conversation is assigned

Streamline your customer support process by automatically creating new HubSpot tickets when Front conversations are assigned. With our integration, whenever a conversation is assigned in Front, Relay.app promptly generates a new ticket in HubSpot. Keep your support workflow organized and efficient with Relay.app.
HubSpot logoFront logo
1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Front and HubSpot for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Create HubSpot ticket for Front conversation" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Front trigger as "Conversation is assigned"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Conversation is assigned" under Front automation. This will allow your playbook to automatically detect the conversation assigned in Front and initiate necessary actions.


If this is your first time using a Front integration in Relay.app, you'll be prompted to connect your Front account.

3

Add the "Create ticket" in HubSpot automation

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new ticket for each conversation that is assigned in Front.

Select "Add Step" and locate the "Create ticket" automation for HubSpot and input the mandatory and relevant details.

If you still need to connect your HubSpot account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to create a ticket through your HubSpot account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new ticket in HubSpot. Once turned on, it will respond to a conversation in Front that is assigned by creating a corresponding ticket without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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