CRM

MNielsen0
Participant

Ticket association to custom object?

SOLVE

Hi

I'm trying to associate a ticket created through a workflow. However, my ticket properties has to direct matching values with my custom object - only indirectly through Contacts or Companies. I've tried modelling it in the screenshot appended here. So is there 

a solution on how I create an association between the ticket and my custom object by going through either "Contacts" or "Companies"? Either by native workflow functionality, 3rd party apps lige associ8/0CodeTools: Workflow Toolbox  , or custom code? 

 

It might be a posibility to create a custom property on the ticket object such as "company domain name" or "Contact Email" and then have a direct lookup for a matching value on my custom object? 

Any feedback is appreciated!

Thanks

Br

Morten

 

HubSpot example.png

0 Upvotes
1 Accepted solution
PamCotton
Solution
HubSpot Employee
HubSpot Employee

Ticket association to custom object?

SOLVE

Hey @MNielsen0, thank you for posting in our Community.

 

Since your ticket and custom object are only indirectly connected through Contacts or Companies, one approach would be to create the association using a workflow with a custom code action or a third-party app.

 

Another option is exactly what you suggested: create a custom property ("Company Domain" or "Contact Email") on the ticket and use it as a reference point to match your custom object. Then, a workflow can be designed to find and associate the correct object based on that matching value.

 

To our top experts, @TomM2 and @franksteiner79 any other recommendations for @MNielsen0 matter?

 

Thank you,

Pam

View solution in original post

2 Replies 2
PamCotton
Solution
HubSpot Employee
HubSpot Employee

Ticket association to custom object?

SOLVE

Hey @MNielsen0, thank you for posting in our Community.

 

Since your ticket and custom object are only indirectly connected through Contacts or Companies, one approach would be to create the association using a workflow with a custom code action or a third-party app.

 

Another option is exactly what you suggested: create a custom property ("Company Domain" or "Contact Email") on the ticket and use it as a reference point to match your custom object. Then, a workflow can be designed to find and associate the correct object based on that matching value.

 

To our top experts, @TomM2 and @franksteiner79 any other recommendations for @MNielsen0 matter?

 

Thank you,

Pam

MNielsen0
Participant

Ticket association to custom object?

SOLVE

Thanks for the feedback Pam - appreciate it 🙂

//Morten