We are currently running a CSAT survey for customers that triggers based on a Contact Property, this contact property is modified by a Custom Object Workflow, for example: Project (Custom Object) enters "Completed" Stage > Custom Object Workf read more
Hi @NooraT , In the meanwhile, I’ve noticed a similar idea already present in our Ideas Forum: Associate feedback surveys with custom objects . ...read more
Hi everyone, I’m trying to merge certain deals automatically. Through regular workflows this is not possible but maybe through the custom code module that the operations hub offers. Maybe some more context: For easier tracking, I’m creating a read more
Our HubSpot App Koalify , can automatically merge deals via HubSpot workflows!
You have full control over which deals get enrolled and merged.
Y...read more