• [Wébinaire 13 novembre 2025] Comment l’IA optimise la performance marketing in HubSpot ?

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HubSpot Ideas

kopuszynski

Copying a ticket

I would like to be able to copy an existing ticket to carry over the ticket properties as well as the contacts, deal, and company associated with it. We do this manually now and it's time consuming and leaves room for human error. When copied, I would only want to copy the properties and associated deals, companies and contacts. I would like to rename it and start with a “clean” ticket with no conversations or notes transferring over.

 

Our use case is for manufacturing transferring over to service. We have a production ticket with all of these values filled in and we want the same information to be in the service ticket. Right now I have to fill in all the fields, it seems like there could be a way to add this functionality and save us time and remove human error. Thanks for listening!

Mises à jour HubSpot
Statut mis à jour : In Beta
June 13, 2025 12:54 PM

Hi everyone,
This is Naz from HubSpot product team with an update. You can now clone tickets. Please enroll in "Basic Record Cloning" beta to try it. 

Please note that only properties and associatons that are included in the Create Ticket form are cloned at this time. 

Happy cloning! 

48 Commentaires
SAlbanese
Membre

Please! +1

dkf
Membre

Yes please.

 

I've just merged a two tickets together.  Because the UI/search doesn't give me any info about the ticket I was merging to (and doesn't tell me if the ticket is open or closed), I picked the wrong one (it had nearly the same title/subject, which was a really old ticket that was already closed).

 

I now have two tickets merged together from two different clients.

 

Ideally, I would be able to "unmerge" the ticket and the easiest way (I think, to do this) is to duplicate the ticket, send a new reply from that duplicated ticket, and then remove the history (from each of them) that doesn't belong there.

 

A better (more informative) search experience for the "merge ticket" workflow would be nice too as you only see the title of the target ticket.

 

dkf_0-1737553294542.png

 

RettaGrier
Membre

Is this available yet?

JHilbert42
Membre | Partenaire solutions Platinum

5 years later and they still can't do something so simple that everyone asks for. 

blsampson
Membre

PLEASE ADD THIS! 

GABU
Membre

Yes! Have the ticket action to COPY for CREATE CHILD TICKET. This would definitely streamline processes, making them faster and more efficient. Really suprised this functionality is not available (yet).

Oriana
Membre

Why is this not possible yet? Such a basic feature!

Statut mis à jour : In Beta
NazM
Équipe de développement de HubSpot

Hi everyone,
This is Naz from HubSpot product team with an update. You can now clone tickets. Please enroll in "Basic Record Cloning" beta to try it. 

Please note that only properties and associatons that are included in the Create Ticket form are cloned at this time. 

Happy cloning!