It's really easy to integrate with Zendesk, however when a new ticket is created its only showing up under the specific contact and not company view.
If a sales person wants to see if anything has happend before entering a meeting with the company, he actually has to click on every single contact to see if there is any tickets.
Is there no way around it? Notificaiton?
Please add so the ticket will be shown in the overall company view.
Agreed, this is a critical issue for us and our Zendesk integration as well. We are in the same situation: when our sales team goes to review ticket activity with the companies that they manage, it's very difficult to go through each individual contact and try to piece together the "story" of the support tickets. This roll-up feature for Zendesk tickets to Hubspot company level is critical importance to our workflows.
Please add a feature so that the ticket will roll-up to associated company view.
We have tried the integration as well, but probably need to find another CRM solution because of the missing activity on companies and deals. Do Hubspot have any idea if this will be fixed and when ?
This feature is crucial for our Account Managers. When they do their "check-in" calls with their customers, they need to quickly see all the tickets that have been submitted by anyone at that company so that they can prep for their call. We have companies that have a lot of contacts and going through each one very time consuming and takes away from their overall goals.
The idea that we can't have tickets tracked in the company view is a big roadblock for us too. I find it unreasonable to ask my sales team to look at every individual contact to get an idea of the comms that our Support team has had with customers.
Agreed. This is a core requirement for any company that wants to deliver a high quality service, as customer-facing teams need to have an overview of all account activity.
You can't even create a workflow to create a placeholder event on the company timeline based off the creation date of a contact-level Zendesk ticket, which would have been a nice workaround.
I might explore whether something like Zapier can do this 🤞🏼.
This is a much needed item. Would appreciate an update as to whether this is on the roadmap. And, if it is on the roadmap, when the expected release date is? (I understand dates can shift a bit -- just the expected date would help provide some guidance). Thank you.
I understand this is not current functionality of the integration but has anyone figured out a workaround? Zendesk tickets need to be visible in the company view
I have created a workflow to post a task on the company page which tags the contact the ZD ticket is created under. It will also email my sales team. Another email will be sent / task posted when a ticket is resolved. It's a bit of a stretch that this will actually solve anything. I also created a field on the company page that pulls the date this workflow is triggered to show when the last ZD ticket was created, which should be the date the workflow is triggered for ticket created.
Hi, we could really use this functionality as well. Our salespeople need to know when there are open tickets and unhappy customers, and having to click through 40 contacts in some companies to look for tickets is a huge waste of time. This would be really appreciated.
First request is over 6 years ago for a simple implimentation. It's just an API pull filteres by email Domain... this is easy stuff. Please make this improvement.