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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?
This is actually possible, via the "Copy property value" action in right sidebar of the workflow editor:
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
le juil. 2, 20219:46 AM - dernière modification le juil. 12, 20215:04 AM par TiphaineCuisset
Contributeur
Bulk Edit Deal in Ticket based on Ticket Name
Résolue
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?
This is actually possible, via the "Copy property value" action in right sidebar of the workflow editor:
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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.
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer