CRM tickets aren't being created

Conversations or escalations aren't showing up as tickets in your CRM.

Available on Growth and Pro.Growth & Pro

This guide stays visible on every plan — the feature itself unlocks when your plan includes it. Compare plans.

Troubleshooting

  • No tickets at all → the Create CRM tickets capability is off → turn it on in Integrations.
  • Capability on, still nothing → CRM connection failing → run Test your CRM connection; if it fails, reconnect your credentials.
  • Closed tickets appear but escalations don't open live tickets → escalation path or capability misconfigured → confirm the capability and your escalation email in Set transcript & escalation emails and fallbacks.
  • Test passes but tickets lag → records are written as conversations close → allow for normal timing; check again shortly.