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LuisBest
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Member since ‎Dec 9, 2021
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Luis Best

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Prestijacopo on February 02, 2021
Automatically assign contact to a deal
I am creating a deal from a Form submission on a wix site via a Zap. In the form I am collecting also contact details (Name, email etc). I would like to automatically assign this contact to the deal that I create. Does anyone know if and how it c read more
Reply Discussion Free
1 upvote
4 Replies
LuisBest
Participant
February 04, 2022
Hello, do anyone has an answer to @Prestijacopo request, we need exactly that, or did anyone find a way around to this? Regards
SonarHome on September 20, 2019
Automatically add contact to deal in workflow
In our business activities we sometimes need to act as an intermediary between two parties. For that reason I would like to have an option of assigning automaticaly contacts to a Deal, when Deal reaches specific part of the Pipeline. Is there read more
Reply Idea How To
57 upvotes
27 Replies
LuisBest
Participant
February 03, 2022
Exactly what we need, we export deals with zapier from a spreadsheet and we need to autoassign them to contacts and companies, to keep record of them...read more
JonnyT on June 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM read more
Reply Idea Tickets
183 upvotes
64 Replies
LuisBest
Participant
December 09, 2021
+1 This is critical for our buisness, we have so many different things to track depending on the pipeline, right now there is no work around thi...read more
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