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MorganBarlet
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Member since ‎May 31, 2018
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Morgan Barlet

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Activity

CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1360 upvotes
198 Replies
MorganBarlet
Participant
April 29, 2019
Please implement this ASAP.
Lisanne on July 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p read more
Reply Idea Deals Workflows
140 upvotes
54 Replies
MorganBarlet
Participant
April 29, 2019
It is already technically possible in Hubspot but only when you create a deal with a workflow: you can then copy a contact property to a deal propert...read more
Solved
MariaS on April 19, 2017
FInd duplicates contacts not imported from a list
Hi, When importing a contact list, if a contact already exist in Hubspot, the contact doesn't import again. The email that you recive says the total of new contat added but it doesn't says which ones were not added. Where can I see it? Tha read more
Reply Discussion
2 upvotes
2 Replies
MorganBarlet
Participant
August 02, 2018
We ran into the same issue. There is a workaround to know which contacts where not imported because they already existed in your database: When you m...read more
Thomas_Vanguard on September 18, 2017
Associate a Deal to a Task in a Workflow
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
Reply Idea Deals Tasks Workflows
69 upvotes
26 Replies
MorganBarlet
Participant
May 31, 2018
We went through the same issue. And currently there are 2 options: Option 1: You create a task with a workflow. In this case the task will be assoc...read more
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