How to Set Deal Properties Into a Ticket

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1

Hi there,

I am creating an “installation” ticket pipeline, so we can track new deliveries and ensure clients get set up properly.

I have created an automation so that each sales deal creates a ticket in the installation ticket pipeline, when the deal meets a certain criteria.

There is some information that will duplicated in the deal and the ticket, eg, name of person / address & number of pieces of hardware etc.

Is there a way to make these ticket fields the same values as their respective deal equivalent, rather than having to enter data manually?

Currently I can create new, specific, properties for the ticket, but I am unable to see how I can add a deal property to the ticket.

2

Hi @RSwitonski,

Yes, this is possible, just a bit hidden among a lot of other options. When you add the “Create record” action, you have the possibility to “Copy a property to a ticket property” (blue button, scroll down a bit). I’ve recorded my screen.

copy.gif

This allows you to copy values from the source record (deal) into the target record (ticket).

Hope this helps!

3

Hello thanks for your help. any idea why it is not showing here? The ticket name property

SSabatini_1-1696468027000.png
SSabatini_1-1696468027000.png2559×1420 196 KB

4

Hey Karsten,

How would we copy over this information if the Ticket has already been generated?

At my compnay we’ve decided to copy over the Deal Owner to a custom Ticket property after a year of using HS already, due to the two objects being managed by two different departments and new staff coming on board with minimal HS understanding. The transferring of who managed the Deal being accesible in the Ticket property is to help mitigate this friction.

5

Thanks Karsten, this seems to be the way. Very helpful with the gif!