How HubSpot Transformed Businesses for A Building Repairs Client

Smartmates has helped overcome challenges in Ticket Management & Record-Linking and achieve results with HubSpot.

  • Learn how A Building Repairs Client optimised their workflows with HubSpot.
  • Discover tailored solutions for A Building Repairs Client

  • Explore measurable results achieved with HubSpot products.

  • Gain actionable insights to enhance Ticket Management & Record-Linking.

Minimum project value $2,475 plus GST or 25 consulting hours.

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Automating Ticket Linking for Building Repairs and Maintenance with HubSpot Operations Hub Pro

Smartmates automated record linking for a building repairs client using HubSpot Operations Hub Pro, reducing manual effort and enhancing accuracy across ticketing operations.

Efficient record management is crucial for businesses in the building repairs and maintenance industry. When managing multiple records within HubSpot, from Contacts and Companies to specific assets like Buildings and Services, manual data handling can quickly become time-consuming and error-prone. A building repairs and maintenance client approached Smartmates, a HubSpot certified solutions partner, to streamline their ticketing and record association process. By implementing automation using HubSpot Operations Hub Pro, we transformed their record-linking workflow, allowing for more efficient and accurate management.

Tackling Manual Record-Linking Challenges in Ticket Management

Initially, the client faced multiple issues with HubSpot’s manual linking process:

Complex Manual Linking

Each time a new ticket was created, team members had to manually associate the ticket with relevant records, including Contacts, Companies, Buildings, and Services.

Increased Workload and Risk of Error

With a high volume of tickets, manually linking records led to additional work and potential data inaccuracies.

Inconsistent Data Relationships

Manual processes made it challenging to maintain consistent relationships across the client’s various HubSpot records.

The Smartmates Solution: Automating Record Linking with HubSpot Operations Hub Pro

To address these requirements, Smartmates implemented a tailored solution using HubSpot Operations Hub Pro:

Workflow Automation

We set up an automated workflow to link new tickets with associated records for Contacts, Companies, Buildings (custom object), and Services (custom object). The automation is triggered by a simple checkbox property update, streamlining the linking process.

Custom Scripting for Record Association

By developing a custom script, we automated the connection between each Ticket record and its related Company, Building, and Service records. When the checkbox property in the Ticket record is checked, HubSpot’s system automatically establishes the appropriate links, saving the client valuable time and effort.

Accuracy and Consistency Across Records

This automated approach ensures each ticket is correctly and consistently associated with the relevant records, reducing manual input errors and improving data reliability.

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Outcome: Reduced Manual Effort and Increased Data Accuracy

The solution provided by Smartmates delivered immediate, measurable results:

Time Savings

The automated linking process reduced the time needed to manage tickets, allowing team members to focus on higher-priority tasks.

Improved Accuracy

Automation reduced the risk of errors in record association, ensuring accurate and reliable data across the HubSpot platform.

Enhanced Workflow Efficiency

With a streamlined ticketing system, the client’s team can manage records more efficiently, promoting a more organised and responsive approach to service delivery.

Why Choose Smartmates? Your Certified HubSpot Solutions Partner

Smartmates is a certified HubSpot solutions partner dedicated to enhancing operational workflows through intelligent automation. Our expertise with HubSpot Operations Hub Pro enables us to design tailored solutions that minimise manual tasks and improve data consistency. When you partner with Smartmates, you gain access to extensive experience in custom automation and a commitment to optimising your HubSpot system for your unique business needs.

Choose Smartmates to elevate your record management with streamlined solutions that drive efficiency, accuracy, and scalability in a fast-paced industry like building repairs and maintenance.

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