topic How do i associate a ticket to Deal or company automatically in Tickets & Conversations

How do i associate a ticket to Deal or company automatically

VChandran — Fri, 28 Apr 2023 05:40:08 GMT

Hello team,

How do i associate a ticket to deal or company? Currently, the ticket gets created via chat, email or call? we would like automatically associate the tickets to deal

Re: How do i associate a ticket to Deal or company automatically

kvlschaefer — Fri, 28 Apr 2023 19:28:03 GMT

Hi @VChandran,

Thank you for reaching out to the Community!

I wanted to share this related community thread where @karstenkoehler explains how to add a deal association during the ticket creation process. Karsten mentions that "HubSpot will still not associate the records automatically but you have the option to associate right at the creation."

I hope this helps!

Best,

Kristen

Re: How do i associate a ticket to Deal or company automatically

DStaat — Wed, 07 Jun 2023 15:11:50 GMT

Hi there VChandran! We created an app called Associ8 that would do this for you! It adds a workflow action that associates objects together (Tickets, Companies, and Deals in your case) based on like properties. Check it out here.

If you need help installing or getting set up, let me know! I’d be happy to hop on a call with you.

Best,

-David Staat

Re: How do i associate a ticket to Deal or company automatically

VChandran — Wed, 07 Jun 2023 15:15:57 GMT

Hi David,
I added my colleague Joseph who manages the CS Operations, to check this
out and take it forward from here.

Re: How do i associate a ticket to Deal or company automatically

DStaat — Wed, 07 Jun 2023 15:29:19 GMT

Hi VChandran,

Great! I'll be here if either of you have any questions!

Best,

-David Staat