Tips, Tricks & Best Practices

DAndrione
Participant

Automate tickets to send a mail to specific contacts

SOLVE

Good morning guys

I'm struggling with a really simple automation but I feel I need to better understanding of  how Association label works.

Let me clarify.
I want to create a ticket with a company name, ticket description, and some other properties. I've created a workflow to send a mail and I want to send this mail to specific contacts.

I know that we can specify if we would like to send this mail to specific contact belonging to an association label but the label the system propose are part of the Contact-to-Ticket association labels and I want a Contact-to-Company association label.
How I can achieve this?

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1 Accepted solution
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Automate tickets to send a mail to specific contacts

SOLVE

@DAndrione  This functionality is dependent upon if you have the correct HubSpot package, and object-based workflow setup. 

you would need to create a company-based workflow, that then generates a ticket, followed by sending an automated email like so: 

Screenshot 2023-01-19 at 11.47.10 AM.png

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

mobilePhone
(832) 257-4192
emailAddress
christopher@worqflowmarketing.com
website
worqflowmarketing.com
address
17350 State Hwy 249, Ste 220 #6307, Houston, TX, 77064

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1 Reply 1
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Automate tickets to send a mail to specific contacts

SOLVE

@DAndrione  This functionality is dependent upon if you have the correct HubSpot package, and object-based workflow setup. 

you would need to create a company-based workflow, that then generates a ticket, followed by sending an automated email like so: 

Screenshot 2023-01-19 at 11.47.10 AM.png

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

mobilePhone
(832) 257-4192
emailAddress
christopher@worqflowmarketing.com
website
worqflowmarketing.com
address
17350 State Hwy 249, Ste 220 #6307, Houston, TX, 77064