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OSchneeberger
Member

Create one ticket per Deal line item

SOLVE

hey there. I am currently trying to find a way to create one service ticket per line item in a deal. so when one deal closes that has 3 line items it will create 3 independent service tickets. do you have an idea if there are options? Is it possible out of the box or with custom code in the workflow?

Please advise. Thanks for your help!
Oliver

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2 Accepted solutions
himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Create one ticket per Deal line item

SOLVE

Hello @OSchneeberger 

At this time, it is not possible to create a separate service ticket for each line item in a deal in HubSpot. However, depending on your business needs, you could use a custom Workflow to create multiple service tickets based on the line items in a deal. You could also use a third-party integration, such as MWB, to achieve this.

If you need assistance setting up a workflow or an integration, I recommend reaching out to the HubSpot Support team for further guidance.

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create one ticket per Deal line item

SOLVE

Hi @OSchneeberger,

 

If there is a manageable list of line items with specific names, then this can be done with a workflow that enrolls each deal. This deal then goes through a chain of if/then branches. Does a line item on the deal contain "name1"? If so, create ticket and jump to next if/then branch. If not, proceed with next if/then branch: Does a line item on the deal contain "name2"? If so, create ticket and jump to next if/then branch. If not, proceed with next if/then branch – and so on.

 

It's not a smart solution but works reasonably well with a list of up to 25 line items. After that, there is a risk of going crazy.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Create one ticket per Deal line item

SOLVE

Hi @OSchneeberger,

 

If there is a manageable list of line items with specific names, then this can be done with a workflow that enrolls each deal. This deal then goes through a chain of if/then branches. Does a line item on the deal contain "name1"? If so, create ticket and jump to next if/then branch. If not, proceed with next if/then branch: Does a line item on the deal contain "name2"? If so, create ticket and jump to next if/then branch. If not, proceed with next if/then branch – and so on.

 

It's not a smart solution but works reasonably well with a list of up to 25 line items. After that, there is a risk of going crazy.

 

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.

himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Create one ticket per Deal line item

SOLVE

Hello @OSchneeberger 

At this time, it is not possible to create a separate service ticket for each line item in a deal in HubSpot. However, depending on your business needs, you could use a custom Workflow to create multiple service tickets based on the line items in a deal. You could also use a third-party integration, such as MWB, to achieve this.

If you need assistance setting up a workflow or an integration, I recommend reaching out to the HubSpot Support team for further guidance.

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology