Ticket assignment based on workflow criteria

Brandonbaker

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
Re: Ticket assignment based on workflow criteria - changed to: Delivered
Nov 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.

1 Reply
Status updated to: Delivered
aseeler
HubSpot Product Team

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.