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Johnsobm09
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Member since ‎Jun 7, 2021
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taasted on July 02, 2020
Cross-Object Workflow
Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal read more
Reply Idea Workflows
42 upvotes
10 Replies
Johnsobm09
Member
March 22, 2022
I would love the ability to set workflows based on Cross Object functions (Deals + Contacts) vs. having to first build a new Deal Property, then set ...read more
paytek_haley on December 22, 2020
Automatically Associate Deals and Companies/Contacts by Custom Properties
Surprised this isn't a feature yet, and that despite similar items being requested years ago hasn't been implemented. For business to business organizations, like ourselves, associating deals with companies and contacts is essential and time c read more
Reply Idea Contacts & Companies Deals Products and Quotes
19 upvotes
4 Replies
Johnsobm09
Member
August 20, 2021
I agree! Our members are all part of teams in our system. They share team ID's but once they are in hubspot there is no way to connect them automat...read more
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