HubSpot Ideas

Brandonbaker

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. 

Mises à jour HubSpot
Re: Ticket assignment based on workflow criteria - changed to: Delivered
November 14, 2018 11:56 AM

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 Commentaire
Statut mis à jour : Delivered
aseeler
Équipe de développement de HubSpot

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.