Tickets & Conversations

GColebourne
メンバー

Auto assignment to owner, adjusting ratio

解決

Hi community. We have service hub ticketing in place, and auto assignment to an owner on rotation in our service team group for new incoming messages. 

As we enter a high contact period, I'd like to manage workflows better to ensure effective output is considered (to prevent flooding of newer members etc). Is there a way to adjust the auto assignment so say  two tickets out of every four go to x team member? 

0 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Auto assignment to owner, adjusting ratio

解決

Hi @GColebourne,

 

Out of the box this is not possible but it can be achieved with custom code actions in Operations Hub Professional or higher: https://developers.hubspot.com/docs/api/workflows/custom-code-actions

 

Others have already shared the code for lead rotation, it would simply have to be adapted for tickets: https://github.com/HubSpot/sample-workflow-custom-code/blob/main/samples/weighted_lead_rotation.js

 

Best regards!

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.

元の投稿で解決策を見る

1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Auto assignment to owner, adjusting ratio

解決

Hi @GColebourne,

 

Out of the box this is not possible but it can be achieved with custom code actions in Operations Hub Professional or higher: https://developers.hubspot.com/docs/api/workflows/custom-code-actions

 

Others have already shared the code for lead rotation, it would simply have to be adapted for tickets: https://github.com/HubSpot/sample-workflow-custom-code/blob/main/samples/weighted_lead_rotation.js

 

Best regards!

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.