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BLA
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Member since ‎Feb 27, 2020
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Brooke LA

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Solved
Achim on September 06, 2018
Hi, the customer entered data and a date (birthdate, preferred delivery date) in a webform. This will be imported via ZAPIER Addin into HubSpot contacts. Works. But we noticed that the dates imported WRONG e.g. birthdate entered / Zapier log read more
0 upvote
4 Replies
BLA
Contributor
March 24, 2020
Same issue but figured out why. The date format needs to be forced in excel see below.
wdavis on March 14, 2019
You cannot copy "Deal: Amount" when using Workflow actions to clone Deals. It is possible to copy most other Deal properties over, and it's even possible to add the HubSpot "Deal: Amount" token into the new (cloned) Deal's "Name" or "Description read more
2 upvotes
5 Replies
BLA
Contributor
March 04, 2020
Hi I am facing a similar issue - no deal properties seem to be copying over... but quite new at this. Any direction/help please
MJZook on December 30, 2019
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more
70 upvotes
16 Replies
BLA
Contributor
March 04, 2020
Great suggestion I'd love to see associated deals or deal ID transition over to the next pipeline too. Also deal properties isn't working for me...read more
Solved
BLA on March 04, 2020
Slightly different question but is there a way to carry across an existing deal ID to a new pipeline? From an audit trail perspective all our onboarding deals are moved into a new pipeline via "create new deal" workflow therefore a new deal ID is cr read more
0 upvote
7 Replies
Solved
esundance on May 12, 2017
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
93 upvotes
44 Replies
BLA
Contributor
March 04, 2020
what happens there are multiple contacts stemming from the original deal?
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