How to create a number of associated tickets property for Contacts and Companies

cathalhopper
HubSpot Employee

Requirements - Edit properties permissions + any of: 

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise

Hello everyone! 🙂 

My name is Cathal! I work in the HubSpot Support team in EMEA.

 

I saw a request in our ideas forum for an associated number of tickets filter (and additional filters) like what we have for deals, and found we can create this using calculated properties it's super straightforward to create!

I've also added a gif at the bottom of this post of creating the property; written steps below ⬇️

 

Creating the property (Contacts) :

  1. Head to settings in your portal clicking the gear icon on the top right
  2. Navigate to properties on the left (may be under CRM > properties)
  3. Hit create property on the right
  4. Object type should be Contact, choose the most appropriate group for you, and label it appropriately for you - I suggest something like Number of associated Tickets - hit next
  5. Select Calculation in the field type dropdown and hit Build calculation
  6. Click the Calculated property type at the top and choose Count
  7. Under Choose the Associated record type choose Ticket
  8. Under the associated property dropdown choose Ticket ID (every ticket has one)
  9. Hit Create! 
  10. All done, if you head to a contact record now > view all properties on the left > search for your new number of associated tickets property > you'll see the number of associated tickets here!

From here you can use the property as you would with any other, such as filtering lists, using as part of HubSpot scoring, a contact token in an email, and so on!

 

Creating the property (Companies):

  1. Almost the same as above, head to settings in your portal clicking the gear icon on the top right
  2. Navigate to properties on the left (may be under CRM > properties)
  3. Hit create property on the right
  4. Object type should be Company, choose the most appropriate group for you, and label it appropriately for you - I suggest something like Number of associated Tickets - hit next
  5. Select Calculation in the field type dropdown and hit Build calculation
  6. Click the Calculated property type at the top and choose Count
  7. Under Choose the Associated record type choose Ticket
  8. Under the associated property dropdown choose Ticket ID (every ticket has one)
  9. Hit Create! 
  10. All done, if you head to a company record now > view all properties on the left > search for your new number of associated tickets property > you'll see the number of associated tickets here!

The use case for the company property would be to get an idea of how many tickets a company has on a company wide level, and compare that alongside other metrics like MRR

 

createticketpropertyv2.gif

 

 

 

 

 

I still recommend heading to that idea, liking it, and commenting your use case, if you'd like to see default Ticket properties we can use with Contacts/Companies as we can for Deals!

 

Hopefully you find this helpful! 

Leave your comments, questions, thoughts, and tips and tricks for using the new property below!

 

Best,

Cathal 🙂

2 Replies 2
natsumimori
Community Manager

Thank you for sharing this @cathalhopper !

RSA
Participant | Gold Partner
Participant | Gold Partner

Very useful, thank you