CRM

CClark3
参加者

Last Modified by user in workflows

解決

Hey there,

I am looking to create a workflow email whenever we close a deal however, I need a field in the email to show who was the Hubspot user that moved our deal to the closed won stage. Is there a way to have last modified user be a field in the workflow? or even get it more specific to the user that closed the deal. Thank you 


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RubenBurdin
解決策
トップ投稿者

Last Modified by user in workflows

解決

I gave a possible solution here: https://community.hubspot.com/t5/Dashboards-Reporting/Reporting-on-Last-modified-and-updates/m-p/942.... While the solution gives you the user ID, you can add another custom-coded workflow action or a third-party API integration to map that user ID to the user name or email address as well.

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
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RubenBurdin
解決策
トップ投稿者

Last Modified by user in workflows

解決

I gave a possible solution here: https://community.hubspot.com/t5/Dashboards-Reporting/Reporting-on-Last-modified-and-updates/m-p/942.... While the solution gives you the user ID, you can add another custom-coded workflow action or a third-party API integration to map that user ID to the user name or email address as well.

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
Stacksync Banner
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CClark3
参加者

Last Modified by user in workflows

解決

To add more context, I would like to have the user name be populated when this happen, I see we can add by user ID but is it possible to have the user name

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