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Counter property: support tickets opened by a company (lifetime volume)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Service Hub Professional.

Company2 stepsUpdated for HubSpot seat pricing
OutcomeEvery company record shows a live count of its associated support tickets, so account-level ticket volume is visible without opening the associated tickets panel.
Workflow mapreporting-alerts-040
Ticket created or associated to company, or association removed leads to Rollup recalculates automatically. Rollup recalculates automatically leads to ticket_count_lifetime reflects current total. Ticket created or associated to company, or association removed Rollup recalculates automatically ticket_count_lifetime reflects current total
Ticket created or associated to company, or association removed leads to Rollup recalculates automatically. Rollup recalculates automatically leads to ticket_count_lifetime reflects current total. Ticket created or associated to company, or association removed Rollup recalculates automatically ticket_count_lifetime reflects current total

When to use it, when not to

Use it

  • Use it to spot high-volume accounts that may need a dedicated success plan or an account-level review of recurring issues.
  • Use it as an input to account health or tiering alongside other company properties.
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Skip it

  • Do not use it if tickets are rarely associated to companies on this portal, for example a contact-only ticket pattern. The count will show 0 for most records.
  • Do not treat it as a substitute for reviewing the ticket list itself when a rep needs subjects, priorities, or dates, not just a total.
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The rest of this spec

Prerequisites · 2 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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