Does anyone know if it's possible to associate a ticket with another ticket? I know that it is possible to merge, but we have a high level of opening tickets for the same subject (different deals and companies) and the merge disappears with one of the tickets, I just wanted to associate one with the other.
Currently it's not possible to associate tickets to one another. From what I understand it is something HubSpot is actively working on and is a feature we should see in the coming months as part of their continued work on the flexible associations work thus far. A workaround for the time being would be to add a pinned note to the top of the tickets and include a link to each one.
[Public Beta] Associate Records of the Same Object Type
Oct 18, 2023
What is it?
Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.
Why does it matter?
Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.
How does it work?
Users can now create associations between records of the same type for contacts, companies, deals, tickets and custom objects. On each record, you’ll see a new section in the right sidebar which reflects the type of record you’re on e.g. you’ll see a contacts section while on a contact record.
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Have you heard of Associ8? It automates associations for you. I'm bringing this up because it updated to reflect HubSpot's new Same Object Associations feature.
There's some documentation going over how it works here if you'd like to take a look! And let me know if you have any questions!
[Public Beta] Associate Records of the Same Object Type
Oct 18, 2023
What is it?
Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.
Why does it matter?
Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.
How does it work?
Users can now create associations between records of the same type for contacts, companies, deals, tickets and custom objects. On each record, you’ll see a new section in the right sidebar which reflects the type of record you’re on e.g. you’ll see a contacts section while on a contact record.
Customers with at least one Pro or Enterprise subscription can also create either a single label which is the same in both directions e.g. two contacts have the label colleague or a pair of labels representing two sides of a specific relationship e.g. student and teacher. When applying labels, you’re able to preview the application of the labels to ensure it’s correct before creating a new associations.
Same object associations can be leveraged in the following features:
Calculated properties
Custom Report Builder
Import
Index Pages
Lists
Records
Workflows
Who gets it?
All hubs and tiers can create associations between records of the same object type (with custom objects being available to enterprise tiers only). Labels are only available to Pro+ customers as well as in custom report builder and workflow support.
You can find this beta here:
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Currently it's not possible to associate tickets to one another. From what I understand it is something HubSpot is actively working on and is a feature we should see in the coming months as part of their continued work on the flexible associations work thus far. A workaround for the time being would be to add a pinned note to the top of the tickets and include a link to each one.