Overview
We understand many customer success teams may not use the Deal object to track implementations or projects post-sales. Instead, your team may use HubSpot tickets. Within Dock, you can link a workspace to a ticket.
Admin Settings: Turn on the Tickets sync
You'll need to be an admin in Dock and HubSpot to turn on the tickets sync.
Step 1: Navigate to your Settings panel
Step 2: Click on Integrations on the left-hand side and find HubSpot
Step 3: Toggle on Tickets
Attaching Tickets to Workspaces
Reps will then be able to link a workspace and ticket!
Step 1: Navigate to a workspace in question and make sure you're on the internal tab. Step 2: Click on Details
Step 3: Click on Ticket to link
You will only be able to link one ticket to one workspace at this time.