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GustavoGGomes
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Mitglied seit ‎Nov 27, 2019
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Gustavo Gomes

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Aktivität

GustavoGGomes on Oktober 14, 2020
Hello all, Inside the company I work for, the financial team also uses Hubspot to log all their activities with a Customer. Knowing this, I need to create a report to look at the Last Date someone from the Financial Team talked with a client and al Beitrag ansehen
Teilnehmer/-in
Oktober 23, 2020
Hello @thesnappingdog , thanks a lot for the help! Any kind of support here is useful. - What is a finance team 'activity' - an email, a meeting, a...Beitrag ansehen
GustavoGGomes on Oktober 14, 2020
Hello all, Inside the company I work for, the financial team also uses Hubspot to log all their activities with a Customer. Knowing this, I need to create a report to look at the Last Date someone from the Financial Team talked with a client and al Beitrag ansehen
Teilnehmer/-in
Oktober 23, 2020
Hello @thesnappingdog , thanks a lot for the help! Any kind of support here is useful. - What is a finance team 'activity' - an email, a meeting, a...Beitrag ansehen
GustavoGGomes on Juli 27, 2020
Hello, Does anyone have any idea how I can trigger a Deal Workflow when someone changes/update a product/item line? As a workaround, I use 'Amount is Known', but there are other fields that might be updated (margin, billing frequency, etc). How c Beitrag ansehen
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2 Antworten
zwolfson on März 31, 2020
What is the CRM API v3 beta? To date, one of the most consistent points of feedback that we’ve heard from the external development community is that our CRM APIs are difficult to use because they are not standardized. Our product team is ha Beitrag ansehen
Teilnehmer/-in
Juni 09, 2020
Hello @zwolfson , Is there a roadmap for implementing the new APIs? I am interested in the engagement API and would like to know if there is a la...Beitrag ansehen
Gelöst
GustavoGGomes on Mai 20, 2020
Hello all, Is there any way I can trigger a workflow when a deal is created without an associated company? I want to create a task for the deal owner to fix this and associate the correct account. Thanks!
Teilnehmer/-in
Mai 20, 2020
Hi @Bryantworks , Yes, I also realized that there isn't anything that can help to trigger this, but wanted to double-check it. Thanks for your at...Beitrag ansehen
Gelöst
GustavoGGomes on Mai 20, 2020
Hello all, Is there any way I can trigger a workflow when a deal is created without an associated company? I want to create a task for the deal owner to fix this and associate the correct account. Thanks!
Teilnehmer/-in
Mai 20, 2020
Hi @Bryantworks , Yes, I also realized that there isn't anything that can help to trigger this, but wanted to double-check it. Thanks for your at...Beitrag ansehen
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