HubSpot Ideas

SROUANI

Association issue - companies automatically added to tickets by HubSpot API

One of my clients is running into an association issue that can’t be solved by workflow / custom code

 

When a deal is won, we automatically create an onboarding ticket that is supposed to copy the association of the deal with the ticket

 

ex: deal associated with 3 contacts and 1 company -> Onboarding ticket is associated with these same 3 contacts and 1 company

 

Unfortunately, what HubSpot does is that it overrides the associations rules we set by workflow, and automatically associates the onboarding ticket to all the companies that are associated with the contacts (not only the one in the deal).

 

In the association history, we can see that the action is made by HubSpot API. 

 

For now, users have to manually remove the associations with unwanted companies in the onboarding ticket, which is prone to many errors.

 

A quick development of an answer to this issue will be highly appreciated

4 Replies
franksteiner79
Key Advisor

Hi @SROUANI 

 

Have you flagged this with HubSpot Support?

If it happens as you described it sounds like a bug to me.

 

Frank

SROUANI
Member

Hi @franksteiner79 

I did and they suggested I submit the idea here.

 

I do agree that it's a bug but I'm not sure how to insist for them to solve it... except getting upvoted here

LCauet
Member

Yes it is a bug to me too that needs correction ASAP.

OAguilarVarga
Participant

Same case, I have wrong data because the ticket asociate wrong companies