CRM

BAudia
Member | Platinum Partner
Member | Platinum Partner

Automatic association of meetings to tickets

SOLVE

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!

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatic association of meetings to tickets

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

2 Replies 2
DStaat
Participant

Automatic association of meetings to tickets

SOLVE

 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

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatic association of meetings to tickets

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.