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How to create a ticket/task for the Paid Media team?

This article outlines the steps for creating a ticket/task for the Paid Media team within the Active - Client Support pipeline.

  1. In HubSpot, go to CRM > Tickets and select the Active – Client Support pipeline.

  2. Click the orange Create Ticket button (top right).

  3. Name the ticket clearly (example: Google Ads Optimizations | Client Name).

  4. Select the appropriate Support Ticket Type:

    • Ads – Google Ads Optimizations → For specific account edits

    • Ads – Google Ads Audit → For a full account review

    • Ads – Budget Recommendation → For budget analysis or recommendations

  5. Enter all relevant details in Support Ticket Notes.

    • These notes will auto-populate the task description, so be clear and thorough.

  6. In Ticket Description, add a brief description (e.g., Google Ads Optimizations).

  7. Under Associate Ticket With, select the correct Company association.

    • You can skip associating a Contact.

  8. Click Create.

Once the ticket is created, a task will automatically generate within it with the necessary details and will be assigned to Leah.

Note: If you need to include screenshots, add them directly to the task (not the ticket). Wait a few minutes for the automation to generate the task, then edit the task to upload the screenshot.

 

Video Walkthrough: