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YEnergy on February 23, 2023

Integrating Line Item Properties in Emails

Hello, I'm trying to create a workflow for where a deal is "Closed - Won" an email is triggered to be sent to the customer, which acts as a confirmation email. After which, said line items are sent via internal email to our logistics team read more

Reply Deals Workaround Workflows

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HCrosswell

Member

December 08, 2023 12:22

Hi @YEnergy @GianVentura I ran into the same issue a couple of weeks ago. What I've learned so far from the HubSpot support team is that the ec...read more

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

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