Tickets & Conversations

VChandran
Member

How do i associate a ticket to Deal or company automatically

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

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kvlschaefer
Community Manager
Community Manager

How do i associate a ticket to Deal or company automatically

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


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