Associated contact

[DAndrione]

Goog morning!

I'm new to Hubspot and I'm struggling to find a way to associate a ticket with specific company role.

When a new company is created we have multiple contacts assigned to it: sales rep, technical SME.

When we start a deal with a company we exchange with Sales but when the deal is closed and  it become a customer we should start create ticket  with their technical contact.

Is there a way to apply a label like "technical SME" and ask the ticket creator to  just select the company and then the technical SME contact appear?

Thanks guys
Dario

[DAndrione · Accepted solution]

Hello @MrJustinGivens

How I can  get the company's associated technical SME, and assign as the contact? where I could find the right property to modify?

thanks

[franksteiner79]

Hi @DAndrione 

Just to confirm, you are talking about a contact on the customer's side, not your company, correct?

This should be doable with assciation labels in HubSpot, assuming you have a Pro or Enterprise subscription.

I haven't used them much myself to be honest, but in principle you should be able to define labels (roles) for contacts associated with a company and then use workflows to trigger actions for either all associated contacts or specific labels.

Let me know if that works.

Frank

[DAndrione]

Thanks for your quick reply.

The label part should be clear.

What I am unsure is How to create a ticket and have an easy way to pick the appropriate label.

How the workflow can sort this out?

Thanks again Frank

[MrJustinGivens]

Hey @DAndrione I'm thinking you could achieve them through Workflows and Custom Code Actions.

You'll need operations hub pro/ent, you could do the following:

Create a new ticket in a specific pipeline named "Technical SME" with the Company select (no contact), then a workflow could watch for new tickets, get the company's associated technical SME, and assign as the contact.

Then move the "temporary ticket" to the main ticket pipeline. 

Justin Givens HUG Leader & Community Champion Resident HubSpot Nerd | Image in a Box   (256) 886-8269 | (256) 434-5877 justin@imageianbox.com imageinabox.com Schedule a time to talk Let's connect on LinkedIn

[DAndrione · Accepted solution]

Hello @MrJustinGivens

How I can  get the company's associated technical SME, and assign as the contact? where I could find the right property to modify?

thanks

[MrJustinGivens · Accepted solution]

You can use the API association v4 calls to find contacts based on a company id by as association label. 

That endpoint is this:

/crm/v4/objects/{objectType}/{objectId}/associations/{toObjectType}

To find your associations for companies you are use this endpoint:

/crm/v4/objects/{objectType}

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

Justin Givens HUG Leader & Community Champion Resident HubSpot Nerd | Image in a Box   (256) 886-8269 | (256) 434-5877 justin@imageianbox.com imageinabox.com Schedule a time to talk Let's connect on LinkedIn

[DAndrione]

I flagged this as solution as I suppose this works but I am really new to API calls so I need to study a little bit to apply it. Any learning material is appreciated! Anyway.. thanks! 

[MrJustinGivens]

@DAndrione if you want to talk this out over phone or zoom just let me know.