How to STOP auto association of companies via contacts to a ticket
The scenario is, we have Deal X. It has one Company association, Company A. It has two Contact associations, Jane Doe (Company A) and John Doe (Company B). We have a workflow that when the Deal X is Closed Won, it creates a ticket.
We have Company and Contact associations turned on in the workflow.
When Hubspot creates this ticket is associates Company A (good), Jane Doe (good) and John Doe (good). BUT... it also associates Company B (bad) because John Doe's primary company is Company B.
This happens via the workflow AND when manually creating a ticket, so it does not appear to be something we can change in flow.
Is there anyway to prevent this from happening and truly only taking the associations from the Deal or the ones manually added and NOT associating Company B? How can we write a custom code to prevent Hubspot from making this association?
Technically, if you have this WF action setup like the only the directly associated company A to your Won deal should get associated with the ticket and not Company B
If this is still there, I recommend connecting with support to see if this is the intended behavior or an error
Did you reach out to the Support Team about this, please? Support will be your best point of contact for this since they will be able to provide real-time assistance for this matter, and you will be able to share screenshots and further information about this.
I'd like to ask our experts to join this conversation: Hi @HubDoPete, @Shadab_Khan and @Josh, do you have suggestions to help @NCorsi in this specific use case, please?
In order to better help, we would need to see the workflow and if activities (like emails) are included in the process.
So, if you are still running into this issue, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription, and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this.