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jhansen
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Joshua Hansen

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jcj87 on Fevereiro 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 Idéia Contacts CRM Permissions
180 avaliações positivas
94 Respostas
jhansen
Participante
Junho 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...Leia mais
KevinFMTV on Junho 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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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 Leia mais
Responder Idéia Workflows
443 avaliações positivas
137 Respostas
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...Leia mais
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ggiza on Março 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 Leia mais
Responder Discussão Workflows
1 avaliações positivas
6 Respostas
jhansen
Participante
Março 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...Leia mais
jcj87 on Fevereiro 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 Idéia Contacts CRM Permissions
180 avaliações positivas
94 Respostas
jhansen
Participante
Junho 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...Leia mais
louischausse on Outubro 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 Leia mais
Responder Discussão
0 avaliações positivas
8 Respostas
jhansen
Participante
Outubro 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...Leia mais
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