The Account Owner Sync snap-in automates ownership management by intelligently synchronizing account owners to their associated tickets, ensuring consistent responsibility assignment throughout your customer support operations. It eliminates orphaned tickets, maintains proper visibility chains, and automatically assigns stakeholders to relevant conversations based on account relationships.

Features

• Automated Account Owner Synchronization

Processes all accounts to determine appropriate owners based on subscriber patterns and automatically updates account ownership while propagating changes to associated tickets.

• Real-time Ticket Ownership Assignment

Listens for new ticket creation events and automatically assigns account owners as ticket subscribers, ensuring immediate ownership alignment from ticket creation.

• Bulk Ticket Subscriber Management

Retroactively adds account owners as subscribers to existing tickets, ensuring proper visibility and responsibility for historical customer interactions.

Installation

To install the Account Owner Sync snap-in on DevRev:

1. Click Install next to the Account Owner Sync snap-in.

2. Once installed, use the /sync_account_owner or /add_owners_to_tickets in the Events timeline to sync.