Sep 2, 2021 8:01 AM
I would like to see a coulmn "Associated Deal" in the Ticket View. At the moment there is "Associated Contact" and "Associated Company" available.
Additionaly a Filter would be nice for Contacts, to show Contacts with "associated Tickets".
Is there any workaround available to create a View or a List to do so???
Sep 3, 2021 9:29 AM
Currently, there are a few options to associate tickets and deals.
Option 1: Manually associate inside the deal record the ticket.
Option 2: Export tickets ( Collect the ticket ID) and reimport back to HubSpot following the steps here. To associate records ( more information here)
Option 3: You can associate objects in bulk using Bulk associate records using this API.