Tickets & Conversations

Ron-IS
Member

Automatic ticket associations

In Help Desk, is there a way to have tickets from the same contact automatically added to the Tickets association card on the right sidebar? This would allow our support team to see all of the previous ticket history from the same contact without having to go to the Contact page. Currently, we have only been able to manually add ticket associations, which isn't ideal. 

4 Replies 4
LouiseHare
Top Contributor | Partner
Top Contributor | Partner

Automatic ticket associations

Hi @Ron-IS ,

 

Do you mean that you want to show the other Tickets that the same Contact has raised in the association panel of a Ticket?

 

Thanks,

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Louise Hare she/her

Freelance HubSpot Expert

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Ron-IS
Member

Automatic ticket associations

Hi @LouiseHare,

 

Yes, that's correct. This would be in the Help Center view. When responding to tickets in the Help Desk converstations we would like to see any (or at least recent) tickets the same contact has raised in the past in the Tickets association card without having to add them manually.

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LouiseHare
Top Contributor | Partner
Top Contributor | Partner

Automatic ticket associations

Thanks for confirming. Unfortunately, automatically associating records together is not easily done out of the box. There is a 3rd party app called Associ8 that should be able to do this for you. It can associate records to each other based on identical properties (I'd recommend using the contact's email). There is a paywall after 50 associations a month which it sounds like you might need, but you can see all of the pricing information on the link that I shared above.

 

Thanks,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

0 Upvotes
Ron-IS
Member

Automatic ticket associations

Thank you for your help. I will look into your recommendation.

0 Upvotes