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Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

Open tickets after a deal meets a criteria

lösung

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?

Workflows

2 Akzeptierte Lösungen

Open tickets after a deal meets a criteria

lösung

Hi @AdrianoGritti,

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

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.

Lösung in ursprünglichem Beitrag anzeigen

Open tickets after a deal meets a criteria

lösung

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

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten

Open tickets after a deal meets a criteria

lösung

Hi @AdrianoGritti,

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

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.

Open tickets after a deal meets a criteria

lösung

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

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