Tips, Tricks & Best Practices

AdrianoGritti
Participante

Open tickets after a deal meets a criteria

resolver

Hello All,

 

I need to create a ticket to one of my pipelines every time a Deal has a specific Lien Item.

Can anyone help me with that?

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2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Open tickets after a deal meets a criteria

resolver

Hi @AdrianoGritti,

 

Happy to help, this is what a workflow could look like:

 

line-item.gif

 

You can of course also use the SKU as an enrollment trigger.

 

Let me know if you have any questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Ver la solución en mensaje original publicado

AdrianoGritti
Solución
Participante

Open tickets after a deal meets a criteria

resolver

That's fantastic!!! Thanks a lot, Karsten! I already implemented it.

Ver la solución en mensaje original publicado

2 Respuestas 2
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Open tickets after a deal meets a criteria

resolver

Hi @AdrianoGritti,

 

Happy to help, this is what a workflow could look like:

 

line-item.gif

 

You can of course also use the SKU as an enrollment trigger.

 

Let me know if you have any questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

AdrianoGritti
Solución
Participante

Open tickets after a deal meets a criteria

resolver

That's fantastic!!! Thanks a lot, Karsten! I already implemented it.