HubSpot CRM Tutorial: Workflow for Ticket SLA & Task Automation

The HubSpot training explains a use case for ticket-based workflows in HubSpot. The workflow is based on the priority of the ticket and includes creating tasks with due dates based on SLA rules. For high-priority tickets, the task is due immediately, for medium-priority tickets, the task is due in 24 hours, and for low-priority tickets, the task is due in 48 hours. The workflow also includes checking the status of the ticket after three days and sending an internal email notification if the ticket is still open. The workflow is set up based on the ticket source (chat, email, or form) and includes branching based on the priority and status of the ticket. The process can be easily replicated by copying and pasting the steps for each priority level.