Tips, Tricks & Best Practices

AdrianoGritti
Participant

Open tickets after a deal meets a criteria

SOLVE

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 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Open tickets after a deal meets a criteria

SOLVE

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.

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AdrianoGritti
Solution
Participant

Open tickets after a deal meets a criteria

SOLVE

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

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Open tickets after a deal meets a criteria

SOLVE

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

SOLVE

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