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GustavoGGomes
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Miembro desde ‎nov 27, 2019
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Gustavo Gomes

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GustavoGGomes en Octubre 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 Leer más
Participante
Octubre 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...Leer más
GustavoGGomes en Octubre 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 Leer más
Participante
Octubre 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...Leer más
GustavoGGomes en Julio 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 Leer más
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2 Respuestas
zwolfson en Marzo 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 Leer más
Participante
Junio 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...Leer más
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GustavoGGomes en May 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!
Participante
May 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...Leer más
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GustavoGGomes en May 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!
Participante
May 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...Leer más
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