Tickets & Conversations

ASahin
Participant

Ticket Worfklow to inform company owner

SOLVE

Hello Community,

 

 

We would like to automatically inform the "company owner" which is assosiated to a ticket when a ticket has reached a certain phase.

Does someone has an idea?

Somehow i was not able to find a solution.

 

We have Sales&Service Hub Pro

 

Thanks

0 Upvotes
1 Accepted solution
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Ticket Worfklow to inform company owner

SOLVE

Hi @ASahin ,

 

I think the easiest way to do this would be to have a workflow that copies the Company Owner on the associated Company record to a custom HubSpot User property (called Company Owner) on the Ticket record when a new Ticket is created.

 

You can then just use the Company Owner property to send the notification too.

 

Hope this helps,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

View solution in original post

0 Upvotes
2 Replies 2
FazleRabbihx
Participant | Partner
Participant | Partner

Ticket Worfklow to inform company owner

SOLVE

Hello @ASahin

Yes, there is a solution. You can solve this using automation.

 

Automation:  

step 1. You can set trigger according to your certien phase.

step 2. Create branch according to associated company owner. 

Branch: If company owner is "X" then send internal email notificaion to X. You have to create branch based on your owner list.

Step 3. Send internal email notificaion and select user based on the branch.

 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

 

Fazle Rabbi 

HubSpot Automation specilaist 

Fazle@hubxert.com

My linkedin

 

 

FazleRabbihx_0-1713639559465.png

 

Fazle Rabbi || HubSpot Specialist
Fazle@hubxpert.com
Linkedin: https://www.linkedin.com/in/fazlerabbi0183/
0 Upvotes
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Ticket Worfklow to inform company owner

SOLVE

Hi @ASahin ,

 

I think the easiest way to do this would be to have a workflow that copies the Company Owner on the associated Company record to a custom HubSpot User property (called Company Owner) on the Ticket record when a new Ticket is created.

 

You can then just use the Company Owner property to send the notification too.

 

Hope this helps,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

0 Upvotes