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jhansen
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Joshua Hansen

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jcj87 on Februar 04, 2020
Merge contacts permissions
AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.
Antworten Idee Contacts CRM Permissions
180 Likes
94 Antworten
jhansen
Teilnehmer/-in
Juni 05, 2023
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...Beitrag ansehen
KevinFMTV on Juni 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w Beitrag ansehen
Antworten Idee Workflows
443 Likes
137 Antworten
jhansen
Teilnehmer/-in
April 03, 2023
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...Beitrag ansehen
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ggiza on März 11, 2022
How to update deal owner when contact owner is updated via workflow?
Hello, I created a deal-based workflow that triggers whenever the contact associated with it changed its owner. For some reason, I can't copy the "contact owner" to the "deal owner" property. I'm using a deal-based workflow is because I want to Beitrag ansehen
Antworten Diskussion Workflows
1 Likes
6 Antworten
jhansen
Teilnehmer/-in
März 28, 2022
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...Beitrag ansehen
jcj87 on Februar 04, 2020
Merge contacts permissions
AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.
Antworten Idee Contacts CRM Permissions
180 Likes
94 Antworten
jhansen
Teilnehmer/-in
Juni 05, 2023
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...Beitrag ansehen
louischausse on Oktober 02, 2020
When editing Deal properties with a contact workflow, how could I limit the change to OPEN deals
Hi, Wondering if any of you have found a way to do the following: When editing Deal properties with a contact workflow, how could I limit the change to associated OPEN deals only. For instance a contact have two deals. One closed a Beitrag ansehen
Antworten Diskussion
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8 Antworten
jhansen
Teilnehmer/-in
Oktober 06, 2020
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...Beitrag ansehen
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