How do I show associated Deal in Tickets and vice versa

FelixHoess
Member

Hi.

 

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???

1 Reply 1
himanshurauthan
Recognized Expert | Platinum Partner

Hello @FelixHoess,

 

Currently, there are a few options to associate tickets and deals.

 

Option 1: Manually associate inside the deal record the ticket.

 

himanshurauthan_1-1630675345426.png

 

Option 2: Export tickets ( Collect the ticket ID) and reimport back to HubSpot following the steps hereTo associate records ( more information here)

 

Option 3: You can associate objects in bulk using Bulk associate records using this API.

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