HubSpot Ideas

AGrant

Creating a date stamp for Company association changes to be used in a workflow

We need the ability to change our Primary Company and when we do we want to use that data in a workflow to update a field on the deal record.

 

We need to have the system recognize the change in the Company or Contact associations as if it was a change in another properly so there is a date stamp or something to use in the workflow.

1 Reply
MrojasHubSpot
HubSpot Employee

yes, 100% necesary.