u/Coco_lopez18

I'm finding that there are more 2-way sync options to update Contacts and Company properties from a form, survey, etc. We gather employee performance feedback via Tickets, where each employee has a separate ticket and measured 30, 60, and 90 days after starting. We've gotten the form URL to tie to a specific person in the ticket, but other properties won't update due to missing lookup by HubSpot.

Is there any solution to update ticket properties from a form, when the form submission is matched to the existing ticket ID (instead of creating a new ticket? It seems there's not a lookup native feature but so many other automations/updates happening in the platform. At high volumes of tickets and form submissions, merging or workflows to update tickets isn't scalable.

Curious if anyone is using AI to solve this or other workarounds, or if this isn't a common use case...

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u/Coco_lopez18 — 15 days ago