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GShelia12
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Member since ‎Aug 30, 2022
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Giorgi Shelia

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GShelia12 on November 28, 2022
Sales Document Activity as contact enrollment trigger for workflow
Hi HS community, I've been trying to set up workflows based on Sales Document Activity - but I believe it's not possible. To give an easy example - I want to trigger a workflow once contact views a Sales Document I've sent them. I've been tryin read more
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0 upvote
3 Replies
Solved
GShelia12 on November 17, 2022
Company property - "Import"
Hey HS community, Have a quick question - on the Companies page (contacts > companies), I can set up a filter "Import", that basically filters the companies based on when it was imported (or in which batch it was imported). You can check this si read more
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0 upvote
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GShelia12
Contributor
November 17, 2022
Heyy, @franksteiner79 @karstenkoehler Thanks! Now it all makes sense. Was ofc thinking like that, but when I set the filter, the fact that Impo...read more
Solved
GShelia12 on November 17, 2022
Company property - "Import"
Hey HS community, Have a quick question - on the Companies page (contacts > companies), I can set up a filter "Import", that basically filters the companies based on when it was imported (or in which batch it was imported). You can check this si read more
Reply Discussion
0 upvote
3 Replies
GShelia12
Contributor
November 17, 2022
Heyy, @franksteiner79 @karstenkoehler Thanks! Now it all makes sense. Was ofc thinking like that, but when I set the filter, the fact that Impo...read more
Solved
GShelia12 on November 07, 2022
Send a notification when a document is viewed inHi HubSpot Document Tool
Hi, We're actively using HubSpot document tool, and in the contact activity feed, we can access if the prospect viewed the doc (that's hosted in HS tool) and how they interacted with it. It would be really cool to be notified once the doc is ope read more
Reply Discussion
0 upvote
2 Replies
GShelia12
Contributor
November 07, 2022
Hi @karstenkoehler , Sure that's a solution, but I really wanted to go deeper. I was thinking about more flexibility and the ability to customize w...read more
Solved
GShelia12 on November 07, 2022
Send a notification when a document is viewed inHi HubSpot Document Tool
Hi, We're actively using HubSpot document tool, and in the contact activity feed, we can access if the prospect viewed the doc (that's hosted in HS tool) and how they interacted with it. It would be really cool to be notified once the doc is ope read more
Reply Discussion
0 upvote
2 Replies
GShelia12
Contributor
November 07, 2022
Hi @karstenkoehler , Sure that's a solution, but I really wanted to go deeper. I was thinking about more flexibility and the ability to customize w...read more
Solved
GShelia12 on October 26, 2022
Identifying when a property was changed/updated
Hi HS Comunity, Have an interesting Q, that may also be helpful for others. Put straight - is there a way to know a date or timestamp when a certain property was updated (or changed value). I'm working on Companies mainly, and was wondering read more
Reply Discussion Professional
2 upvotes
4 Replies
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