Would be great if we could set up a trigger / workflow when a specific document is upload to create a task or when a specific document is submitted that it would trigger a movement in the deal pipeline as well.
- Posted on behalf of HubSpot user.
Would be great if we could set up a trigger / workflow when a specific document is upload to create a task or when a specific document is submitted that it would trigger a movement in the deal pipeline as well.
- Posted on behalf of HubSpot user.