--- title: How to create a ticket in hubspot description: There are several methods to creating a ticket in hubspot, however they share the same standard. --- [Skip to content](https://knowledge.scantek.com/secret-squirrel/how-to-create-a-ticket-in-hubspot#main-content) English Show submenu for translations [Customer portal](https://knowledge.scantek.com/kinatico-tickets?hsLang=en) easyAML - [Default HubSpot Blog](https://scantek-com-au-8195840.hs-sites.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://scantek-com-au-8195840.hs-sites.com/blog) - English Show submenu for translations - [Customer portal](https://knowledge.scantek.com/kinatico-tickets) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [SecretSquirrel](https://knowledge.scantek.com/secret-squirrel?hsLang=en) 2. [Customer service guides](https://knowledge.scantek.com/secret-squirrel/customer-service-guides?hsLang=en) # How to create a ticket in hubspot ## There are several methods to creating a ticket in hubspot, however they share the same standard. ### Creating a ticket from an email: Automation/workflow Usually when an existing client emails in, there is a hubspot workflow that will automatically turn the email into a ticket. However this process at present seems to be wierdly selective and the answer as to why is pending.  ### Creating a ticket manually from an email: So in the event that an email shouldve been a ticket or we decide it should be, the fastest way to do this, is to **scroll down the panel on the right side** and find: the **"Ticket"** section and push the **"create a ticket"** button.  ![](https://knowledge.scantek.com/hs-fs/hubfs/image-png-Aug-28-2024-08-00-45-8013-AM.png?width=304&height=580&name=image-png-Aug-28-2024-08-00-45-8013-AM.png) ![hubspot create a ticket](https://knowledge.scantek.com/hs-fs/hubfs/hubspot%20create%20a%20ticket.png?width=590&height=1740&name=hubspot%20create%20a%20ticket.png) ### Mandatory critical information: **Step 1. Ticket name:** Company or Venue name - The issue they are having *(e.g. Scantek - Inconsistent Ticket standards)* **Step 2. Pipeline:** Please select the correct pipeline  **Step 3. Dependent properties:** Use the drop downs to find the  appropriate option (There is also a "The option i wasnt isnt here" Box) Select if applicable, however please inform the CS Team lead so that it can be added if required.  **Step 4. Ticket status:** New  **Step 5. Ticket description:** Short blurb on what the actual problem is *(e.g. Scantek management have noticed a lack of consistency in ticket creation and not all tickets are up to standard, we've realised its because there isnt an upto date KB on how to do this)*  **Step 6. Ticket owner:** Who will be working on this issue  **Step 7. Priority:** Please see the matrix for ensuring you select the appropriate priority.  **Step 8. Company:** Which company/venue  **Step 9. Contact:** Who told us about this issue / who do we need to keep updated **Step 10. Asset:** If we manage an asset for them, it will be an option, please select the correct asset.  **Step 11. Create** \<- Push the button ^\_^  Example of gold standard ticket ( the example below is what a  new CS tech would have to create)  ![](https://knowledge.scantek.com/hs-fs/hubfs/image-png-Nov-11-2025-06-07-47-0022-AM.png?width=2459&height=762&name=image-png-Nov-11-2025-06-07-47-0022-AM.png) Creating a ticket manually from a phone call:  **We need the tickets view:** open the **left side menu** in hubspot **-\>** Select **CRM -\>** Select **Tickets ![](https://knowledge.scantek.com/hs-fs/hubfs/image-png-Aug-28-2024-08-47-03-7774-AM.png?width=688&height=504&name=image-png-Aug-28-2024-08-47-03-7774-AM.png)** Now that your in the tickets view, on the right side of the page there is a **big orange button** that says **create ticket**: Now we follow the same process for creating a manual ticket from Email.  ### Creating a ticket manually from slack: You're having a conversation in slack or someone posts an update in slack, which now needs to become a ticket, you can turn that slack message into a ticket.  Go into slack and find the message you need to turn into a ticket.  Step 1. Click on the three dots next to the message  Step 2. Select " Create a ticket in hubspot"  ![](https://knowledge.scantek.com/hs-fs/hubfs/image-png-Aug-28-2024-09-04-37-9657-AM.png?width=688&height=306&name=image-png-Aug-28-2024-09-04-37-9657-AM.png) NB: if you dont have that option, select more message shortcuts and scroll until you  find that option, itll then provide that option next time. ![Create ticket in slack](https://knowledge.scantek.com/hs-fs/hubfs/Create%20ticket%20in%20slack.png?width=562&height=883&name=Create%20ticket%20in%20slack.png) There are less fields to fill in as its a slack version, once your ticket is created, please follow the above process to ensure the basics are filled in.  **Please note:  BDR tickets require additional information like the region**  - [BDR / TAMS](https://knowledge.scantek.com/secret-squirrel/bdr-tams?hsLang=en#main-content) - [Troubleshooting Guides](https://knowledge.scantek.com/secret-squirrel/bdr-tams?hsLang=en#troubleshooting-guides) - [Venue Entry](https://knowledge.scantek.com/secret-squirrel/venue-entry?hsLang=en#main-content) - [Walkthrough](https://knowledge.scantek.com/secret-squirrel/venue-entry?hsLang=en#walkthrough) - [Customer service guides](https://knowledge.scantek.com/secret-squirrel/customer-service-guides?hsLang=en#main-content) - [Device management](https://knowledge.scantek.com/secret-squirrel/customer-service-guides?hsLang=en#device-management) - [Default HubSpot Blog](https://scantek-com-au-8195840.hs-sites.com/blog) # easyAML Scantek Help Center Copyright © 2026, easyAML