Trigger Ticket Assignment Routing Based on Pipeline and Status

[CarolinaDeMares]

Hi @PvPHS ! Yes it is possible, I’ll list the steps below:

1. Create a ticket-based workflow.

2. Set the enrollment trigger to:

   • Pipeline is [your target pipeline]
   • Ticket status is [your target status]
     (e.g., “Technical Review” and “Ready for Assignment”)

3. In the workflow actions, use:

   • “Rotate record to owner” if you want to assign tickets round-robin across a team.
   • Or “Set property value” → Ticket owner if the assignment should be rule-based (e.g., based on region or product).

4. Add any necessary branches to reflect your routing rules (e.g., ticket category, priority, region).

5. Turn the workflow on — and test it with a sample ticket.

Hope this helps - let me know if you need further support, I’d be happy to schedule a free consultation here: https://meetings-eu1.hubspot.com/carolina10/hubspot-consultancy

Carolina De Mares

Brandgang

Goirkekanaaldijk 14

5046 AT Tilburg