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Transfer ticket properties to Deal properties

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MTesolin

‎Sep 12, 2023 6:21 AM

Member

Hi everyone,

Is there a native way in Hubspot to transfer Ticket properties to Deal properties?
We won't be using Service Hub anymore, but some of the Ticket properties we created overtime are useful for our Sales (Deal) teams.
Some help would be much appreciated!

Professional
0 Upvotes
1 Reply 1
DianaGomez
Community Manager

‎Sep 12, 2023 3:42 PM - edited ‎Sep 12, 2023 3:45 PM

Community Manager

Hi @MTesolin,

 

Thank you for your inquiry. 

 

Certainly, you can accomplish the objective by creating a workflow that automatically transfers information from ticket properties to deal properties. 

 

As an illustrative instance, the attached screenshot. As an example, this tailored workflow effectively mirrors the ticket's description onto the associated deal's description whenever a ticket aligns with the predefined ticket status criteria.

 

Example.png

 

 

Hope this helps, 

Diana


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Transfer ticket properties to Deal properties
Sales
Sep 12, 2023