Tips, Tricks & Best Practices

AdrianoGritti
Participant

Open tickets after a deal meets a criteria

Résolue

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 Votes
2 Solutions acceptées
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Open tickets after a deal meets a criteria

Résolue

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.

Voir la solution dans l'envoi d'origine

AdrianoGritti
Solution
Participant

Open tickets after a deal meets a criteria

Résolue

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

Voir la solution dans l'envoi d'origine

2 Réponses
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Open tickets after a deal meets a criteria

Résolue

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
Solution
Participant

Open tickets after a deal meets a criteria

Résolue

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