Custom Code - Make a form submission create a ticket and associate that ticket with a deal

[ah8]

Hi,

I wasn't actually sure where to put this. I am new to HubSpot. I am trying to use workflows to make a form submission create a ticket and associate that ticket with a deal. Advice on getting started would be greatly appreciated. I think it may take a custom code action, but what objects to use, etc, I don't really know.

Thank you

[CMcKay]

Hey @ah8 ,

This is an interesting idea, so a couple of questions for you: 

1. What type of form is this? What does it do?

2. How do you want to associate the Deal? Does the form as for a deal ID?

The reason I ask these things is because if the form is a ticket form it will already create a ticket for you and bonus if you have a field on the ticket form that's the deal object record id property you can pretty easily create that in a new ticket workflow and just associate the deal with the ticket in a super simple custom code (which I can give you with a loom). 

Let me know.

[ah8]

This form creates a ticket for our customers. We will need a custom ticket property to add to it when the ticket is generated. Ultimately, though, the purpose is to associate the ticket with the deal that is tracking the user.

[PamCotton]

Hello @ah8 happy Friday!

I want to invite our top experts to this conversation to share their thoughts @CMcKay @FNeri any recommendations to @ah8?

Thank you,

Pam

[CMcKay]

Thanks for the invite Pam!