Lead Capture Tools

esealpha
Top Contributor

Automatically assign Ticket owner

SOLVE

How do I automatically assign the Ticket owner to the user who filled out a new ticket form I've created? Not sure what I'm doing wrong. The form has an email field that should correspond to a user in our system. But it doesn't work.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically assign Ticket owner

SOLVE

Hi @esealpha,

 

You would set up a ticket-based workflow for this. The workflow would enroll tickets coming from that form, then use the "Set property value" workflow action to set the value of the "Ticket owner" property: https://knowledge.hubspot.com/workflows/create-workflows

 

(Any field that captures an email address of a HubSpot user would not be actually linked to that user or signify any ownership. User properties can't be used in forms.)

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically assign Ticket owner

SOLVE

Hi @esealpha,

 

You would set up a ticket-based workflow for this. The workflow would enroll tickets coming from that form, then use the "Set property value" workflow action to set the value of the "Ticket owner" property: https://knowledge.hubspot.com/workflows/create-workflows

 

(Any field that captures an email address of a HubSpot user would not be actually linked to that user or signify any ownership. User properties can't be used in forms.)

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes