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⚙ Operations Hub

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joseadiazc on January 26, 2023

How to Associate Feedback Surveys to Custom Objects & Other Records?

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

Reply Custom Objects Enterprise Feedback Surveys How-To Professional Service Workaround

0 upvote

2 Replies

ChrisoKlepke

Key Advisor | Elite Partner

January 30, 2023 09:15

Thank you @kvlschaefer for introducing this thread to me. Hey @joseadiazc , thank you for reaching out to the community about that. ...read more

DZgliński on March 22, 2022

Merge certain deals automatically?

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

Reply CRM Deals How-To Sales Workflows

1 upvote

3 Replies

JRyan-Leela

Participant

September 01, 2023 11:37

I'm having the same problem. Lemlist through its native connection to HubSpot is creating duplicate deals every time a contact clicks on a link. Can...read more

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