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jhansen
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Member since ‎Jan 28, 2020
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Joshua Hansen

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jhansen
Participant
June 05, 2023
Reply to Merge contacts permissions
HubSpot has added a property "Merged Contact IDs" that you can use in a workflow to provide notifications or create reporting for it, but there's sti...read more
jhansen
Participant
April 03, 2023
Reply to Allow workflows to delete or mark tasks complete
For those of you with Operations Hub and Custom Code Workflows, the below code block originally came from user @dirkd but has been modified for Pr...read more
jhansen
Participant
March 28, 2022
Reply to How to update deal owner when contact owner is updated via workflow?
Here's a workaround that should do the trick, though I haven't tested it to be sure: Create a second owner property on the deal side Create you...read more
jhansen
Participant
March 28, 2022
Reply to Merge contacts permissions
This needs to happen. A deleted contact or deal can be restored but there is no way to restore a merged deal or contact. My only way to correct error...read more
jhansen
Participant
October 06, 2020
Reply to When editing Deal properties with a contact workflow, how could I limit the change to OPEN deals
I second the placeholder idea. I have an additional owner property called Deal Closed Owner and a workflow that copies the Deal Owner to the Deal Clo...read more
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