karstenkoehler

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Karsten Köhler

HubSpot Freelancer • RevOps & CRM Consultant • HubSpot DACH Marketing Manager 2016-2019 • Beratung auf Stundensatzbasis • Termin vereinbaren: https://app.hubspot.com/meetings/karstenkoehler/45-30-15

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OBetzalel on April 24, 2024

Change a property value automatically based on date

Hi, I have a dropdown select property value with the values: Yes/No. I have another Date property in a future date. When the date is reached (someday - no user engage with the record) - I want a workflow to change the property value to "No". Now read more

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karstenkoehler

Hall of Famer | Partner

April 24, 2024

@OBetzalel you lost me here, I think I don't have all of the context I need to answer this. "the workflow doesn't work for Manual changes" ...read more

RMitchell33 on April 24, 2024

Colour coding deal views as a method of grouping

I was wondering if there could be a way to custom colour code the tabs for different deal views in order to differentiate and group views based on what information they hold. For example, I have a couple views that filter to look for missing infor read more

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karstenkoehler

Hall of Famer | Partner

April 24, 2024

This is unfortunately not possible at this stage. However, you can request this here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_I...read more

RMitchell33 on April 24, 2024

Colour coding deal views as a method of grouping

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karstenkoehler

Hall of Famer | Partner

April 24, 2024

This is unfortunately not possible at this stage. However, you can request this here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_I...read more

dmattauch on April 24, 2024

Edit activity property in workflow

Hi, I can't create an "activity" workflow. And i can't have 'activity" in the list of object to edit when selecting "set property value" Even in zapier, i can't select activity as an object to find associations and edit. How can i a read more

Reply Discussion Professional Sales Workflows

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karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @dmattauch , This is unfortunately not possible. Neither does HubSpot offer activity-based workflows, nor is it possible to use the "Set pr...read more

OBetzalel on April 24, 2024

Change a property value automatically based on date

Reply Discussion Professional

0 upvote

6 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024

@OBetzalel you lost me here, I think I don't have all of the context I need to answer this. "the workflow doesn't work for Manual changes" ...read more

Solved

KvanDam on April 24, 2024

Meeting Link does not sync properly with teams

Hi Community, I have a question regarding the sync between my teams agenda and the hubspot meeting link. If i have an event the entire day, i'll put this in my Teams agenda, but this doesn't sync properly to the hubspot link where people can bo read more

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karstenkoehler

Hall of Famer | Partner

April 24, 2024

@KvanDam happy to help! This is actually not HubSpot-specific, Outlooks scheduling assistent would also have interpreted that time slot as availabl...read more

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