CRM

rmoscarino
Participant

Deal/Ticket Link?

SOLVE

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

0 Upvotes
1 Accepted solution
PamCotton
Solution
Community Manager
Community Manager

Deal/Ticket Link?

SOLVE

Hello @rmoscarino,

 

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

 

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

I hope this information helps.

 

Kindly,

Pam

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0 Upvotes
7 Replies 7
spiderman
Participant

Deal/Ticket Link?

SOLVE

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.

jbueter
Participant

Deal/Ticket Link?

SOLVE

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?

spiderman
Participant

Deal/Ticket Link?

SOLVE

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. 

0 Upvotes
PamCotton
Solution
Community Manager
Community Manager

Deal/Ticket Link?

SOLVE

Hello @rmoscarino,

 

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

 

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

I hope this information helps.

 

Kindly,

Pam

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0 Upvotes
JMaldonado
Participant

Deal/Ticket Link?

SOLVE

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!!

0 Upvotes
PamCotton
Community Manager
Community Manager

Deal/Ticket Link?

SOLVE

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

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rmoscarino
Participant

Deal/Ticket Link?

SOLVE

Thanks for the help Pam.