Perfil

jhansen
Participante
Miembro desde ‎ene 28, 2020
Enviar mensaje
  • Soluciones
    0
  • Respuestas
    2
  • Me gusta otorgados
    4
  • Me gusta recibidos
    2
  • Ideas
    0

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

    La lista de amigos está vacía

Joshua Hansen

Este usuario aún no creó una biografía. Edita tu perfil aquí.

Actividad

jcj87 en Febrero 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.
Responder Idea Contacts CRM Permissions
183 Me gusta
95 Respuestas
jhansen
Participante
Junio 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...Leer más
KevinFMTV en Junio 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 Leer más
Responder Idea Workflows
444 Me gusta
137 Respuestas
jhansen
Participante
Abril 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...Leer más
Resuelta
ggiza en Marzo 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 Leer más
Responder Conversación Workflows
1 Me gusta
6 Respuestas
jhansen
Participante
Marzo 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...Leer más
jcj87 en Febrero 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.
Responder Idea Contacts CRM Permissions
183 Me gusta
95 Respuestas
jhansen
Participante
Junio 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...Leer más
louischausse en Octubre 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 Leer más
Responder Conversación
0 Me gusta
8 Respuestas
jhansen
Participante
Octubre 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...Leer más
Ver publicaciones más recientes
Guarda tu contenido favorito para acceder rápidamente a él.
Primeros Pasos
Siempre hay que empezar por algún lado, por ejemplo, podrías comenzar por contarnos un poco sobre tus intereses.
Preséntate

Siguiendo

Conectarte con tus colegas es una de las mejores formas de aprovechar al máximo tu experiencia. Puedes comenzar con alguna de estas personas:
Insignias de la Comunidad

Mis grupos

Únete a algún grupo y encuentra personas con tus mismos intereses. Explora nuestros favoritos e intenta
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.