Linking calls on a ticket to a deal

[JSalter-Duke]

Hey folks.

All our tickets are linked to an associated deal, on a one-to-one relationship.

When I log a call on a ticket, I would like it so that the call is also associated with the deal. This way we dont have to go hunting for information.

Is there a way to do this automatically for all calls on all tickets? I know that its possibly to manually associate a single call to a deal, but that is manual and subject to human error.

Could this be done with workflows? How do workflows handle activties (calls, emails etc). Can they be used to trigger a workflow? Can a workflow act on activties? For example the associations?

Thanks

[Lucila-Andimol · Accepted solution]

Hey @JSalter-Duke hope you are doing well.

So for the moment this cannot be done massively with workflows

but we have solved this for our customers with operations hub

or through 3rd party tools like Zapier (and others)

because from the API you can associate directly to the Ticket ID or Deal ID

hope this helps.

[DianaGomez]

Hi @JSalter-Duke, 

Thank you for the inquiry.

I'd like to involve some of our experts in the conversation to review whether they have any suggestions for you or if they have encountered a similar case in their experience and how they resolved it.

Hi @Lucila-Andimol, @Gilempert, @JuanGomez0818. Do any of you happen to have any suggestions for @JSalter-Duke?

Thank you all for your contributions.

Best regards,

Diana