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HubSpot Ideas

NMcCarthy-Serna

Merged Tickets and Companies should re-enroll in workflows like merged Contact records

Since merged Contact records can re-enroll in workflows when they meet the enrollment criteria, Tickets and Companies should follow suit. It's really inconvenient that they don't have the functionality to do this already and require manual re-enrollment. With the incoming emails automatic ticket creation in Service Hub, duplicate tickets are created frequently. Knowing we can only merge tickets when closed, is a hassel. Also, we have lots of workflows tied to our Company records and our hygeine best practices are merge v. delete. 

3 Replies
abiblu
Contributor

Yes, please. We've had many "orphaned" tickets because they failed to enrol in workflows due to a merge. HubSpot devs, see your support ticket # 12851806, for example.

JenMcC
Member

Sharing our use case issue... We have workflows that send follow-up emails based on a ticket's time in a specific status. When a ticket is merged, it is removed from workflow automation and requires manual follow-up. This can be difficult to track and is also frustrating (for customers and us) when a ticket slips through the cracks without proper follow-up. Would very much appreciate tickets remaining or rejoining workflows after merging - thank you!

MMcGurgan
Participant

Please make this an optional feature for workflows, we have many leads submit multiple email addresses during their lead journey, and once they are mergered they are unenrolled from sequenced communication entirely. A mergered contact still qualifies to remain in workflows. The only solution as of now is to manually enrolle them and have them restart comm plans, thus receiving duplicate information, or keep them as multiple contacts, thus using more seats than necessary and distorting contact data. There has to be a better way.