HubSpot Ideas

SamBanksProdo

Associate Line Items to Tickets

Hey HubSpot

We are strong advocates of the Products/Line Items feature in HubSpot and offers great context behind deals. 

What we're finding with clients and ourselves alike, is the functionality request to be able to associate Products to Tickets. This is often because someone may raise a ticket that corresponds to products or services bought and it would be great to have the Customer Success team get visibility of this. 

Now, we know we can access this via deals, but in some cases we want to restrict the Customer Success team's access to deals as it may be overwhelming if they're adopting HubSpot for the first time. 

As we can import data into Products as it's own object, it would be good to be able to associate them with the other standard objects as well. 

Thank you
Sam

10 Replies
ParkerShort
Contributor | Diamond Partner

Seconded. We've been able to work around this via zapier, but it'd be great to get this ability natively.

JJMacSnr
Member

Thirded!!   Having the ability to link Line Items to Tickets & Custom Objects would add a whole new dimension of functionality out of the box.

 

 

Cnadler
Participant | Gold Partner

Yes, needed.

GiaGiorgini
Member | Platinum Partner

Needed certainly!!

wendyyes
Member

Agree - please add line items to tickets!

ABaumgart
Member

Would love to be able to associate line items to tickets. As an ingredient company, we frequently send out samples through tickets. We can't see the total number of pounds we send out of each SKU without overcomplicating the "Create Ticket" form.

AnnaMbudo
Participant | Platinum Partner

That would be very useful for many of our clients to indicate the product that had some issue.

 

Thanks!!!

GMoore
Member

We sell a hardware & software product.  Given this, we need to send out RMA parts sometimes to fix customer problems.  It would be awesome if these could be tracked as "Products" on a ticket.

 

The Products on a per ticket basis could also be added automatically to the deal, but it allows the service rep to know exactly what was happening in the ticket event.

NSieger
Member

This would be huge! The ability to copy "line items" from a deal to an onboarding ticket and even a custom object (ex: Shipments) would allow our sales, customer experience and shipping/production teams to coordinate seamlessly!

GAroian4
Member

very much needed indeed.