Deal/Ticket Link?

Smart CRM & Sales Hub CRM
1

Does anyone know a way to link tickets to deals?

We use tickets in numerous ways. One of which is the creation of proposals for active deals.

Thank you

2

Hello @rmoscarino,

Currently, there are a few options to associate ticket and deal.

  1. Manually associate inside the deal record the ticket

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ticket association

  1. Export tickets ( Collect the ticket ID) and reimport back to HubSpot following the steps here, , To associate records ( more information here)
  2. Bulk associate records using this API.

I hope this information helps.

Kindly,

Pam

3

Thanks for the help Pam.

4

Pam, can you elaborate on your second option? I have been trying to configure the workflow and it worked once, but I can’t get it to replicate. Any insight would be greatly appreciated!!

5

Hello @JMaldonado ,

Could you please provide us more information on the past workflow that was working? What is your current goal in the workflow? The more information, screenshots, and details you can provide, the better I can advise on the next steps.

Thank you,

Pam

6

Hello @PamCotton

I would know if HubSpot has change and now there is another possibility to link ticket on the client portal to a deal besides these three ways that you showed before?

Because i wonder to link a ticket on the client portal to a deal automatically

Thank you

7

Likewise, I feel like I have tried every available option on our enterprise account to link an existing deal to a ticket via workflow and I am coming up empty.

8

Hi @PamCotton,

your three ways of associating a ticket to a HubSpot Deals are definitely ways of how to do it but I feel like these ways aren’t really automated.

Is there another way on how to achieve this? Because as I see it our tickets are automatically created based on a new conversation. The conversation (which the ticket is based on) is automatically associated with a deal. However, the new ticket isn’t. Why is that? Is there a workaround so the tickets are also automatically associated with deals?

9

Agreed @jbueter , API requests are precious. We’ve already pulled 1 of our main apps from HubSpot to Firebase. I’m all about automation so we’re still looking.