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JakeKnight
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Member since ‎Mar 24, 2023
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JakeKnight on February 06, 2024
I've seen a couple of posts on this but not a true solution. I am hoping that Hubspot has a native way of handling this vs a custom interface or Zapier integration. I received the "ANGI Leads NEW JSON Lead Feed" document which very awkwardly ex read more
0 upvote
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BHörmann on December 07, 2023
Is there a way to use Info stored in Costum Objects in Sequences other then to copy it in a contact, company or deal? (Wouldn't work in most cases since most assisiations would be 1 to many) Really like the idea of placeholders, however I found read more
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Participant
December 07, 2023
Unfortuantely, you would need to copy the info into the contact. We do this with entire blocks of text as well. So Object Property A copies to Contac...read more
MNar on December 07, 2023
I'm specifically asking about when in the Deal view, you can see a line item and a quote summary on the right hand side. I can of course create a quote, and add line items separately, but it doesn't seem like the two interact? Am I correct? read more
1 upvote
2 Replies
Participant
December 07, 2023
You may want to consider a slightly different process. You can go to the line items section of the deal and add the products there. Then there is a b...read more
CCamargo824 on December 05, 2023
Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The read more
Participant
December 07, 2023
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side of...read more
CCamargo824 on December 05, 2023
Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The read more
Participant
December 07, 2023
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side of...read more
CCamargo824 on December 05, 2023
Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The read more
Participant
December 07, 2023
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side of...read more
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