enorberg

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Elisabeth Norberg

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enorberg on March 17, 2023

Copy company owner to only open deals through a workflow

Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, read more

Reply Discussion Deals Workflows

0 upvote

2 Replies

enorberg

Contributor

March 22, 2023

That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That s...read more

enorberg on March 17, 2023

Copy company owner to only open deals through a workflow

Reply Discussion Deals Workflows

0 upvote

2 Replies

enorberg

Contributor

March 22, 2023

That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That s...read more

BenettB on November 19, 2020

Workflow actions that can update properties across different (associated) object types.

Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change read more

Reply Idea Workflows

31 upvotes

37 Replies

enorberg

Contributor

November 02, 2022

@zeke Great news! Would love to try this out once a beta is launched - we've been experiencing the same frustrations as the original poster

RBarkby on April 04, 2018

Splitting Deal Amounts Between Salespeople

At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie read more

Reply Idea Deals

91 upvotes

28 Replies

enorberg

Contributor

November 02, 2022

This seems to be live/in beta as to separate functions (Split deals among users / Allow users to add collaborators) but doesn't follow the original ...read more

Solved

enorberg on October 21, 2022

Difference between Deal and Custom Object Pipeline

I'm struggling to understand when to use a Custom Object Pipeline vs a deal pipeline. In general, I understand that deals tend to signed contracts with monetary value, but what about something like signing a new partner? We have our partners as a read more

Reply Discussion Custom Objects Deals Enterprise

2 upvotes

1 Reply

Solved

enorberg on October 13, 2022

Copy or duplicate properties between objects - good or bad?

Using workflows, you can copy key information between companies, contacts, deals, tickets, and so on. But is this even a good idea? First of all, there seems to be a reasonably high risk of information not copying, for example: - Someone changes th read more

Reply Discussion best practices

1 upvote

2 Replies

enorberg

Contributor

October 14, 2022

Thanks Karsten, that's a very thorough answer and somewhat in line with what I had in mind. Does anyone else have any input? I can see that the propo...read more

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