We have 21 active workflows currently running as we automate our business. We have more planned to come as well. As our business grows, we are finding ways to improve and expand our current workflows. Right now, I have 12 workflows that I want Leer más

I just turned on the product sync between QBO and HubSpot. I realize that it will only sync newly created or updated QBO items. It is crazy amount of work to go into every QBO item and just do a minor update to trigger a sync. Is there a way to Leer más

Here is my process and end goal: I have a deal expiring I auto-create a renewal deal and assign it to the correct user I want to create a quote that is in draft stage and associate it with the new deal. I use custom code to create the new quote Leer más

In my automation, I want to create a task that gets triggered when a deal reaches a certain stage I select "Create Task" action I want the task to say "follow up with [Customer Name]". However, I cannot select this in the Personalize drop down Leer más