Bulk Edit Deal in Ticket based on Ticket Name

SOLVE
liberworm
Contributor

I am trying to figure out a way to bulk edit/update (regularly) tickets with the deal based on the ticket name. I have tried workflows but it doesn't seem like you can update cross-modules. I also tried with Zapier but came across the same limitation. Any ideas? 

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @liberworm,

 

This is actually possible, via the "Copy property value" action in right sidebar of the workflow editor: 

 

karstenkoehler_0-1626113512738.png

 

At this stage it is not possible to specify which deals you'd like to update. HubSpot will update all deals associated with a ticket enrolling in this workflow.

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Most Valuable Member

Hi @liberworm,

 

Could you give a detailed example of what exactly you'd like to update and under which conditions?

 

Generally, associated records can be updated with the following workflow structure, copying a value from the source object to the target object.

 

karstenkoehler_0-1625196820614.png

 

It's currently not possible to check whether a property value of the source object matches a property value in the target object – at least not without custom code actions in workflows which would require at least some light development.

 

Without workflows (= without a Professional or Enterprise license), this is currently not possible. I'm also not aware of any way to achieve this with Zapier.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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0 Upvotes
webdew
Top Contributor | Diamond Partner

Hi @liberworm,

Can you please give us more context to your issue that what all properties to want o bulk edit/update in HubSpot.
One way to do it is manually here: 

webdew_0-1625216848744.png

From your post I get that you want to do automate the tasks. let us know what proeprties you want to update so that we can look into it.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

0 Upvotes
liberworm
Contributor

Good morning.

It doesn't necessarily need to be automatic but it would be helpful.

I am trying to take an existing ticket in ServiceHub and based on the
Ticket Name, update/add the Deal Field. Within a ticket you have the
ability to add a deal. However it seems like whether you are bulk updating
in the table or as a workflow, Deals are not a field that is available. I
was assuming it is because it is cross module and that functionality is not
available in workflows yet?

0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Hi @liberworm,

 

This is actually possible, via the "Copy property value" action in right sidebar of the workflow editor: 

 

karstenkoehler_0-1626113512738.png

 

At this stage it is not possible to specify which deals you'd like to update. HubSpot will update all deals associated with a ticket enrolling in this workflow.

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

EEls
Member

Ok so you are also facing the similar issue with bulk ediote I need a complete detailed guide about it please.

0 Upvotes
karstenkoehler
Most Valuable Member

Hi @EEls,

 

To bulk edit records, please follow this bulk editing instruction. If this is not what you're looking for, please share more details and context.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.