Tips, Tricks & Best Practices

AdrianoGritti
参加者

Open tickets after a deal meets a criteria

解決

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?

0 いいね!
2件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Open tickets after a deal meets a criteria

解決

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.

元の投稿で解決策を見る

AdrianoGritti
解決策
参加者

Open tickets after a deal meets a criteria

解決

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

元の投稿で解決策を見る

2件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Open tickets after a deal meets a criteria

解決

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
解決策
参加者

Open tickets after a deal meets a criteria

解決

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