When viewing the each deal in the pipeline boards I also want to see the deal owner and the probability of that deal, without opening the deal in preview or in full view. How can I add these properties?
I recently discovered that a custom Property I had created for contacts and companies has undergone some unexpected changes. It appears that the custom property has been removed from the company information, even though I can still find it in the "m Leia mais
Hi channel, need your help Recently we de-activated a contact owner. However when the contact re-engaged, the reply was sent from the original contact owner. Is it best practise to re-assign the contact & company and are there any side affe Leia mais
It's gr8! to simply create a new form and ask users to enter their updated info (like address, cell #, etc). But is it possible to prepopulate the info on that form so that the user knows, which info is correct and only update the changed info? With Leia mais
I have two workflows utilized by a lead generation team that require re-enrollment but contacts are not currently re-enrolling since their activity-based triggers are not eligible conditions. I contacted HubSpot support and they said it was due to a Leia mais
Hey there, I was wondering whether I can access a property's historical values via a workflow. My problem revolves around the close date deal property. I work in an industry where it's not unusual for a deal to take 3 years to move through o Leia mais
Hi! I have an urgent need for create & update deals from Google Sheets to Hubspot. I managed to did this with zapier zap but it doesn't create line items. I can live without this (because all deals which are coming from Google sheet are using s Leia mais
Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt Leia mais
Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see Leia mais
Is there a way to conduct a mass delete of templates & sequences through the API based on given parameters? Even better if I can set up a script to routinely clean out templates/sequences after the one year mark.
Hi, If you add additional emails to an active Workflow, will contacts active in that Workflow be sent the new email (i.e. assuming there is a Xday delay in the Worflow before any contact reaches the end? The reason I'm asking this is wrt a m Leia mais