We would like a way to automatically fill in properties of a ticket, deal or custom object (without workflow - which happens after association) when creating said record FROM from an associated record. For example, if I am on the company record of XYZ company, if I create a Deal, the Deal name is pre-pended (without a workflow) with "XYZ Company - " before the deal name. What we would like to see is if I am in the company record of XYZ company, and I go to create a Customer Asset (one of our custom objects), that the Customer Asset Name is already pre-pended with "XYZ Company - " in the Name. Ideally, it would be nice to have control over these little things.
Similarly, if I am on a Customer Asset (custom object) and am creating a Deal … The Deal should automatically associate itself with the Company and Contact that the Customer Asset is already associated with, by default.
Yes, please! Similarly, we create tickets from a custom object. When you create tickets while on that object, you have to manually associate the Contact, yet it’s already associated with the object so you’d think it would autoassociate instead of having to choose from a dropdown. Hopefully you’re finetuning the associations more.
Yes, this! I would like to see Hubspot auto-fill in Contact assigned properties onto a ticket when the Contact is assocated with the ticket. This would help speed things up in our Help Desk use!