Is there a way to only take certain information from help desk ticket name to a field? So in our help desk when emails are sent the subject line is the ticket name, in our naming logic we have this ID in every ticket so the name reads like this Example: " Re: Fwd: Cowork not installing and Claude/HubSpot connector - New Ticket Logged [ID:0570574]" all tickets have the ID number. Is there a way to pull this from the name to its own property onto the ticket? we are having an issue with duplicates, and noticed this is the one key identifier to pull duplicates together. We have the ticket name field already on the ticket but could we extract this ID from that field whenever its known and then from there I can build reports to catch matching values.
Hi @cclark2,
There is no default workflow action for that, no, but this is easily done with a custom code workflow action in Data Hun Professional or Enterprise: Workflows | Custom code actions - HubSpot docs
You could also look into smart properties: Automatically populate records using smart properties
These consume credits and I’d be a bit anxious about hallucinations but worth a try, potentially.
Best regards!