Ticket owner matching contact owner

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Hi,

 

I'm wondering if I can set up HubSpot's Service Hub in a way that incoming tickets of existing customers (already having a contact in our CRM) automatically get assigned to the owner of the matching contact; while the rest (i.e. not yet registered among existing customer contacts) gets listed as unassigned (or we set-up workflow-based auto-assigment, etc.)

Would this owner matching possible for existing customers?

Thanks for advising.

 

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @aguth,

 

Yes, you can do this using workflows.

 

Your enrollment criteria would be something like, Ticket owner is unknown, Contact Owner is known and Lifecycle stage is known. There are a variety of ways you could make that enrollment happen, but that's my initial thought.

 

From there, your action would be to copy the value from the contact record over to the ticket.

 

If you have other questions on this, I would be happy to help.

 

Josh




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Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @aguth,

 

Yes, you can do this using workflows.

 

Your enrollment criteria would be something like, Ticket owner is unknown, Contact Owner is known and Lifecycle stage is known. There are a variety of ways you could make that enrollment happen, but that's my initial thought.

 

From there, your action would be to copy the value from the contact record over to the ticket.

 

If you have other questions on this, I would be happy to help.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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