Automatic association of meetings to tickets

[BAudia]

Hello,

I'm wondering if anyone knows of a way to automatically associate a meeting to a service ticket.  For instance, we manage production of one of our main services through tickets.  When a client books a meeting through a HubSpot meeting link it shows up in their contact record and we have to go in and manually associate it with the ticket.  We would like to automate this process and haven't yet found a way to do it.

Any help is appreciated!

[DStaat]

 Hey @BAudia,

I'm a little late to the party but have you heard of Associ8? It lets you automatically create associations between objects based on parameters you set. There's some documentation showing how it works here.

Let me know if you have any questions! I'd be happy to talk with you about it in more detail.

Best,

-David Staat

[karstenkoehler · Accepted solution]

Hi @BAudia,

You're correct, currently that's not possible, see this table on automatic association: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

As of now, a solution would, as far as I know, require custom code based on the HubSpot API. There isn't any out of the box solution.

Other users have already requested better settings here:

Allow Meeting Links sent from Tickets to auto-associate resultant Meetings with the Ticket

Associate Contact Activity with Tickets

I'd recommend upvoting and commenting on these requests; the HubSpot product team reviews these requests based on their popularity. If you want to help others find these requests more easily, you can make it easier for them by accepting my reply as a solution. I'd appreciate it!

Have a great day!