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Nick_Trendline
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Member since ‎Aug 29, 2019
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Nick Valeriote

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Nick_Trendline on April 29, 2020
Workflow for First Deal Closed Date
Hi HS Community, Does anyone know if a workflow could accomplish the following by auto-populating a custom property on the Company object? The close date of the first deal for a company. Thanks. Nick
Reply Discussion Companies Deals
3 upvotes
8 Replies
Nick_Trendline
Contributor
October 28, 2020
Hi @kelseyingram392 - we didn't end up implementing anything (yet). Without using the API solution, it looks as though the result would be manual...read more
Nick_Trendline on September 10, 2020
Date Field + 30 Days
Hi HS Community, Does anyone know an alternative or work-around for accomplishing the below? HS Support noted it's not possible via a workflow. Is it possible to populate Anticipated Start Date (custom date picker property) automatically based o read more
Reply Discussion Deals
1 upvote
1 Reply
Nick_Trendline on August 25, 2020
Copy part of a field value into a custom field
Hi HS Community. Does anyone know if it's possible to copy part of a field value into a new custom field, via a workflow (or other automated means)? Field A = Blue Apple (22%) Custom Field B = 22% (this portion would be copied automatically from read more
Reply Discussion
0 upvote
8 Replies
Nick_Trendline
Contributor
August 31, 2020
Thanks, Frank. If I can get approval to use Zapier (we have tight security restrictions) I'll definitely give that a try.
Nick_Trendline on August 25, 2020
Copy part of a field value into a custom field
Hi HS Community. Does anyone know if it's possible to copy part of a field value into a new custom field, via a workflow (or other automated means)? Field A = Blue Apple (22%) Custom Field B = 22% (this portion would be copied automatically from read more
Reply Discussion
0 upvote
8 Replies
Nick_Trendline
Contributor
August 31, 2020
Thanks, Frank. If I can get approval to use Zapier (we have tight security restrictions) I'll definitely give that a try.
Nick_Trendline on August 27, 2020
Robust Formula Field
It would be great to be able to create custom formula fields (properties) in Hubspot like you can in Salesforce. I know of the existing calculated property option, but it's quite limited (only used on number fields). The new formula field would al read more
Reply Idea Workflows
14 upvotes
2 Replies
Nick_Trendline on August 25, 2020
Copy part of a field value into a custom field
Hi HS Community. Does anyone know if it's possible to copy part of a field value into a new custom field, via a workflow (or other automated means)? Field A = Blue Apple (22%) Custom Field B = 22% (this portion would be copied automatically from read more
Reply Discussion
0 upvote
8 Replies
Nick_Trendline
Contributor
August 31, 2020
Thanks, Frank. If I can get approval to use Zapier (we have tight security restrictions) I'll definitely give that a try.
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