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Linking Companies and Omnivore URLs on Tickets

Link Companies and Omnivore URLs on Tickets

Key Rules (Read First)

  • A ticket must be linked to a Company first

  • Each ticket can relate to one Omnivore URL only

  • Support can add Omnivore URLs when missing

  • 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:

  • Come from a new or unknown email address

  • Not yet be linked to a company

How to link a company

  1. Open the Ticket

  2. In the right-hand sidebar, find the Company section

  3. Click Add company

  4. Search by:

    • Actual Retailer name (not shortened Omnivore URL), or

    • Retailers website domain

  5. Select the correct company

The association saves automatically.

If the company is unclear

  • 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

  1. In the Omnivore URLs section, click Add

  2. Select the listed Omnivore URL


If the company has multiple Omnivore URLs

  1. In the Omnivore URLs section, click Add

  2. 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:

  • Is known, but

  • Does not yet exist in HubSpot

How to add a new Omnivore URL
  1. Confirm the ticket is linked to the correct Company

  2. In the Omnivore URLs / Omnivore Accounts section:

    • Click Add

    • Choose Create new

  3. Enter the full Omnivore URL

  4. Save

This will:

  • Create a new Omnivore Account record

  • Link it to the Company

  • Link it to the Ticket


If the HubSpot Company that the Omnivore URL should be added to is Unclear

  • Do not guess the Company

  • 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

  • Link the company

  • Select or create the Omnivore URL

  • One URL per ticket