The Workflow Library

Library / Tickets and SLA / tickets-sla-036

Ticket routing by business unit or brand property (multi-brand portal)

Tickets and SLATicketService Hub ProfessionalIntermediate~35 min to buildalso needs Marketing Hub ProfessionalFull spec

This spec is filed under Service Hub Professional, and one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written.

Outcome. A single shared portal serving more than one brand or business unit routes each ticket to the right team without the two brands' support queues mixing.

Workflow map Enrollment, branches and actions at a glance tickets-sla-036
flowchart TD
    A[Ticket created, brand known] --> B{Brand value?}
    B -->|brand-a| C[Rotate to Brand A support]
    B -->|brand-b| D[Rotate to Brand B support]
    B -->|unknown| E[Notify support ops, add to Needs manual triage]
    C --> F[Set routed date]
    D --> F
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when one HubSpot portal serves multiple brands or business units that share the object model but need separate support teams, templates, and reporting.
  • UseUse it as a lighter alternative to separate ticket pipelines per brand, when the brands share enough process that one pipeline with a branch property is simpler to maintain than fully separate pipelines (check in your portal: whether your case is better served by separate pipelines instead, since HubSpot supports multiple ticket pipelines natively and that may be the more correct native mechanism if the brands' processes actually differ, not just their staffing).
  • SkipDo not use it if the brands' ticket processes genuinely differ (different stages, different SLA targets); build separate pipelines instead and let each pipeline's own SLA and automation stand alone, this fiche assumes one shared pipeline.
  • SkipDo not use it if there is only one brand today but "multi-brand" is a future possibility; build this when the second brand is actually live, not speculatively.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library, 149 EUR

or the tickets and sla pack, 39 EUR

One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.