Ticket assignment based on workflow criteria

The ability to use ticket automation and workflows to create assignment rules.

 

Example: We can create an assignment rule and workflow to look at a defined property of the contact, company, or ticket to auto assign. This could then be changed or altered at each step in the ticket pipeline. 

HubSpot updates
Ticket assignment based on workflow criteriaHubSpot Product Team
changed to: Delivered
11-14-2018

You should now be able to create workflows that assign tickets to specific owners! With the workflow's enrollment triggers and if/then branches, you can segment tickets by specific criteria and then use the "Set a property" action to set the tickets' owners. Please see this article from our Knowledge Base for further information about ticket-based workflows.

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HubSpot Product Team
HubSpot Product Team
updated to: Delivered

You should now be able to create workflows that assign tickets to specific owners! With the workflow's enrollment triggers and if/then branches, you can segment tickets by specific criteria and then use the "Set a property" action to set the tickets' owners. Please see this article from our Knowledge Base for further information about ticket-based workflows.