Attach documents automatically into tickets

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Regular Contributor | Platinum Partner

We're trying to generate tickets on an LP right now.
This works great via workflow: merging our generated contact property and the ticket property "problem description".

In the form on the LP we can provide a file upload, i.e. the document is then contained in the contact's database.

Is there any way to display this contact property "File Upload" inside the ticket too?

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Romy Fuchs

Head of Marketing | HubSpot Trainer

BEE Inbound AG

+41 (0) 43 336 9003 | +49 (0) 173 40 90 445
rfuchs@bee-inbound.ch
https://www.bee-inbound.ch/
Seefeldstrasse 231, CH - 8008 Zürich
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Q: Is there any way to display the 'File Upload' Contact property inside a HubSpot ticket too?

 

Short A: Not natively within HubSpot.

 

Longer A:

You may be able to use a custom Ticket property and a little bot-gymnastics (outside HubSpot) to achieve your goal. We use similar kung fu when the need to update a contact record with Deal info.

 

HubSpot Ideas already has a thread around adding the ability to copy Deal properties, but we haven't found anything about copying Contact properties to Tickets. Maybe add a new thread there?

 

Does that help solve your question?

Best,
Frank

 


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Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


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Regular Contributor | Platinum Partner

Hi Frank,

what kind of kung fu are you doing?

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Romy Fuchs

Head of Marketing | HubSpot Trainer

BEE Inbound AG

+41 (0) 43 336 9003 | +49 (0) 173 40 90 445
rfuchs@bee-inbound.ch
https://www.bee-inbound.ch/
Seefeldstrasse 231, CH - 8008 Zürich
Termin vereinbaren
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Solved (with modification): https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/How-to-copy-HubSpot-Deal-Properties-to...

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context -- see Marketing Hub Enterprise 2020.

 

Hope that helps.

 

Be well,
Frank


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