How to Set Deal Properties Into a Ticket

SOLVE
RSwitonski
Participant

Hi there,

 

I am creating an "installation" ticket pipeline, so we can track new deliveries and ensure clients get set up properly.

 

I have created an automation so that each sales deal creates a ticket  in the installation ticket pipeline, when the deal meets a certain criteria.

 

There is some information that will duplicated in the deal and the ticket, eg, name of person / address & number of pieces of hardware etc.

 

Is there a way to make these ticket fields the same values as their respective deal equivalent, rather than having to enter data manually?

 

Currently I can create new, specific, properties for the ticket, but I am unable to see how I can add a deal property to the ticket.

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @RSwitonski,

 

Yes, this is possible, just a bit hidden among a lot of other options. When you add the "Create record" action, you have the possibility to "Copy a property to a ticket property" (blue button, scroll down a bit). I've recorded my screen.

 

copy.gif

 

This allows you to copy values from the source record (deal) into the target record (ticket).

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

Hi @RSwitonski,

 

Yes, this is possible, just a bit hidden among a lot of other options. When you add the "Create record" action, you have the possibility to "Copy a property to a ticket property" (blue button, scroll down a bit). I've recorded my screen.

 

copy.gif

 

This allows you to copy values from the source record (deal) into the target record (ticket).

 

Hope this helps!

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

RSwitonski
Participant

Thanks Karsten, this seems to be the way. Very helpful with the gif!