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Data Feed Request Submission

A step-by-step guide to submitting Data Feed New Build and Change Request tickets through the Feed & Web Integration Requests pipeline.

Overview

All Integration Requests (Data Feed New Builds, Data Feed Change Requests, SEM Tracking Code Installs, and SEM Tracking Troubleshooting)are submitted through the Feed & Web Integration Requests pipeline. This replaces the previous Quickbase process.

One key change from Quickbase: Integration requests are now submitted at the Company level, not the Service level. This change enables users to submit one request for multiple Services, rather than submitting multiple requests. You can tag multiple services on a single request during the request creation process.


Always submit from the Company record. Submitting from the Tickets index or a Service record will prevent the assignee from auto-populating.


How to Submit a Request

  1. Open the Company record for the client.
  2. In the right-hand Tickets card, click +Add to open the Create Ticket form.
  3. Enter a Ticket Name. This is just a placeholder. HubSpot will rename it automatically after creation.
  4. Under Pipeline, select Feed & Web Integration Requests.
  5. Under Integrations Request Type, select one of:
    • Data Feed – New Build
    • Data Feed – Change Request
  6. Fill out the Dependent Properties that appear. Fields marked with an asterisk (*) are required. You can attach files (PDFs, screenshots, etc.) via the Back Office Ticket Attachments field.
  7. Scroll to the Services association section at the bottom and tag every Service this request applies to (e.g., both PPC and Paid Social if relevant).
  8. Click Create.

What Happens After You Submit

Automation What It Does
Ticket title standardized Renamed to [Ticket Name] - [Request Type] – [Company Name]
Status set Defaults to New Request
Assignee auto-populated Pulled from the Company's Data Feed Specialist or SEM Tracking Specialist field (will not happen if Ticket has no associated Company)
Ticket Owner set Defaults to you (the submitter)
Completion date set Based on Priority (see below)
Follow-up date set 2 days out (Low/Medium) or 1 day out (High/Urgent)
Note generated Summary of key ticket details
Confirmation email sent To you, with assignee and estimated completion date
Audit/credentials task created For the assignee to complete first

Turnaround Times by Priority

Priority Turnaround
Low 7 business days
Medium 5 business days
High 2 business days
Urgent 24 business hours

After Submission — Your Next Step

Submission is done. The request moves to the Data Feed Specialist or SEM Tracking Specialist to manage.

One thing to check: if you submitted the ticket on someone else's behalf, update the Ticket Owner field so the right person stays informed on progress.


Questions?

Use the Integration Request Bot in your HubSpot Assistant. If it can't answer, reach out to Tristan Storr directly.