Jonno_Price

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Guide | Platinum Partner

Member since

Message

solutions
50
Replies
118
Upvotes Given
106
Upvotes Received
288
Ideas
1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

mangelet

Jonathan Price

Hello, I'm Jonno Price and I help growing companies succeed with HubSpot. I work across marketing, sales and customer success functions for full lifecycle optimisation.

Activity

Solved

LNitti on February 23, 2024

How to map line item properties to deal properties

Using a workflow, is it possible to copy a line item value to a deal property? I have been working with Zapier, but can't seem to figure out how to automate it.

Reply Discussion CRM

0 upvote

7 Replies

Jonno_Price

Guide | Platinum Partner

March 26, 2024

Hi @LNitti - apologies for missing the above response. Not sure if you'd be open to an external solution, but I've previously worked on a project ...read more

JWMH on March 21, 2024

Identify deals that have had a meeting occur.

Hello, I am looking for the right combination of filters/custom fields/workflows etc to identify/flag/notate the deals that are created that have also had a meeting occur. I am trying to use the deal create date as the starting point and then if read more

Reply Discussion Deals

0 upvote

4 Replies

Jonno_Price

Guide | Platinum Partner

March 22, 2024

Hello, I think a point you made "Deals are not tied to activities" - needs to be understood and clarified a bit better to make a recommendation. To...read more

MartinLeibi on March 15, 2024

Restrict selection for HubSpot user property fields

When using HubSpot user property fields, all HubSpot users are always available for selection. It would be very helpful to restrict the selection by team, for example.

Reply Idea Properties

10 upvotes

4 Replies

Jonno_Price

Guide | Platinum Partner

March 19, 2024

I came here to post the exact same idea. To expand on @MartinLeibi post: Currently we can create custom properties with the "HubSpot User" as a pr...read more

Solved

mikebernardez on October 04, 2019

Is there a way to restrict the HubSpot user dropdown to only show users of a specific team?

We assign different users for different roles within our records. For deals for example, we have a "Success Manager" HubSpot user dropdown that gets assigned after a certain deal stage is completed. I'd like for the Success Manager dropdown to only read more

Reply Discussion Account

7 upvotes

7 Replies

Jonno_Price

Guide | Platinum Partner

March 18, 2024

Thanks Bérangère, But unfortunately that doesn't resolve the issue in this case. We need a HubSpot User property and not a custom dropdown select p...read more

Solved

ankraf01 on March 09, 2023

Deleting a few hundred meetings

Some how our Zoom integration triggered the creation of hundres of meetings for a recurring meeting in HubSpot through 2032. How can I clean this up without deleting them one at a time. Also any ideas why this would happen with Zoom?

Reply Discussion Calendar Meetings

0 upvote

4 Replies

Jonno_Price

Guide | Platinum Partner

March 15, 2024

@himanshurauthan - this reply should not be accepted as a solution - there is no such thing as a Meetings Dashboard currently (?) Would you mind...read more

Solved

mikebernardez on October 04, 2019

Is there a way to restrict the HubSpot user dropdown to only show users of a specific team?

Reply Discussion Account

7 upvotes

7 Replies

Jonno_Price

Guide | Platinum Partner

March 18, 2024

Thanks Bérangère, But unfortunately that doesn't resolve the issue in this case. We need a HubSpot User property and not a custom dropdown select p...read more

View latest posts