Linking Companies and Omnivore URLs on Tickets
Link Companies and Omnivore URLs on Tickets
Key Rules (Read First)
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A ticket must be linked to a Company first
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Each ticket can relate to one Omnivore URL only
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Support can add Omnivore URLs when missing
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Tickets must be linked to the appropriate child company (not a parent company), with the Omnivore URL belonging to the same child company.
Step 1 – Identify and Link the Company if missing
When a ticket is created, it may:
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Come from a new or unknown email address
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Not yet be linked to a company
How to link a company
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Open the Ticket
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In the right-hand sidebar, find the Company section
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Click Add company
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Search by:
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Actual Retailer name (not shortened Omnivore URL), or
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Retailers website domain
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Select the correct company
The association saves automatically.
If the company is unclear
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Request clarification from the retailer
- Note: Linking the wrong company is worse than leaving it blank temporarily. This can be changed though by removing the incorrect company and adding the correct one.
Step 2 – Select or Add the Omnivore URL
Once the company is linked, go to the Omnivore URLs / Omnivore Accounts section in the right hand column on the ticket.
If the company has one Omnivore URL
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In the Omnivore URLs section, click Add
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Select the listed Omnivore URL
If the company has multiple Omnivore URLs
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In the Omnivore URLs section, click Add
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Select the Omnivore URL the issue relates to
Only one Omnivore URL should be linked to a ticket.
If the Omnivore URL Is Missing
If the ticket clearly relates to an Omnivore URL that:
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Is known, but
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Does not yet exist in HubSpot
How to add a new Omnivore URL
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Confirm the ticket is linked to the correct Company
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In the Omnivore URLs / Omnivore Accounts section:
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Click Add
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Choose Create new
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Enter the full Omnivore URL
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Save
This will:
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Create a new Omnivore Account record
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Link it to the Company
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Link it to the Ticket
If the HubSpot Company that the Omnivore URL should be added to is Unclear
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Do not guess the Company
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Request clarification from the retailer or check with
What to be aware of
- Some retailers operate multiple Omnivore URLs under one company.
- A Parent Company can have child Companies connected to it. In this scenario, the relevant Child Company should be used for the ticket
- Working on a ticket without first identifying the correct Omnivore URL risks corrupting HubSpot reporting data
- Setting the Omnivore URL first ensures all work relates to the correct retailer account.
Summary for Support
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Link the company
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Select or create the Omnivore URL
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One URL per ticket