How do i associate a ticket to Deal or company automatically

[VChandran]

Hello team,

How do i associate a ticket to deal or company? Currently, the ticket gets created via chat, email or call? we would like automatically associate the tickets to deal

[DStaat]

Hi there VChandran! We created an app called Associ8 that would do this for you! It adds a workflow action that associates objects together (Tickets, Companies, and Deals in your case) based on like properties. Check it out here.

If you need help installing or getting set up, let me know! I’d be happy to hop on a call with you.

Best,

-David Staat

[VChandran]

Hi David,
I added my colleague Joseph who manages the CS Operations, to check this
out and take it forward from here.

[DStaat]

Hi VChandran,

Great! I'll be here if either of you have any questions!

Best,

-David Staat

[kvlschaefer]

Hi @VChandran,

Thank you for reaching out to the Community! 

I wanted to share this related community thread where @karstenkoehler explains how to add a deal association during the ticket creation process. Karsten mentions that "HubSpot will still not associate the records automatically but you have the option to associate right at the creation." 

I hope this helps!

Best,

Kristen