Company properties in pipeline automation

Smart CRM & Sales Hub CRM
1

Good morning,

is it possible to use company properties in the pipeline automation?

2

Hi @FCris,

That depends on what exactly you want to do but generally, there are limitations in the Starter subscriptions. Automation capabilities are limited and the full feature set is only available in Sales Hub Professional.

Feel free to share a screenshot of where you’d like to access company properties and I can confirm.

Best regards

3

Hello Karsten Köhler,

Here you go.

Imagem1.png
Imagem1.png1913×929 250 KB

4

Hi @FCris,

This is indeed a Professional feature and can only be accessed through the full workflow editor, not pipeline automation.

Best regards