Jonno_Price

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Ratgeber/-in | Platinum Partner

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Jonathan Price

Hello, I'm Jonno Price and I help growing companies succeed with HubSpot. I work across marketing, sales and customer success functions for full lifecycle optimisation.

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LNitti on Februar 23, 2024

How to map line item properties to deal properties

Using a workflow, is it possible to copy a line item value to a deal property? I have been working with Zapier, but can't seem to figure out how to automate it.

Antworten Diskussion CRM

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Jonno_Price

Ratgeber/-in | Platinum Partner

März 26, 2024

Hi @LNitti - apologies for missing the above response. Not sure if you'd be open to an external solution, but I've previously worked on a project ...Beitrag ansehen

JWMH on März 21, 2024

Identify deals that have had a meeting occur.

Hello, I am looking for the right combination of filters/custom fields/workflows etc to identify/flag/notate the deals that are created that have also had a meeting occur. I am trying to use the deal create date as the starting point and then if Beitrag ansehen

Antworten Diskussion Deals

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Jonno_Price

Ratgeber/-in | Platinum Partner

März 22, 2024

Hello, I think a point you made "Deals are not tied to activities" - needs to be understood and clarified a bit better to make a recommendation. To...Beitrag ansehen

MartinLeibi on März 15, 2024

Restrict selection for HubSpot user property fields

When using HubSpot user property fields, all HubSpot users are always available for selection. It would be very helpful to restrict the selection by team, for example.

Antworten Idee Properties

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Jonno_Price

Ratgeber/-in | Platinum Partner

März 19, 2024

I came here to post the exact same idea. To expand on @MartinLeibi post: Currently we can create custom properties with the "HubSpot User" as a pr...Beitrag ansehen

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mikebernardez on Oktober 04, 2019

Is there a way to restrict the HubSpot user dropdown to only show users of a specific team?

We assign different users for different roles within our records. For deals for example, we have a "Success Manager" HubSpot user dropdown that gets assigned after a certain deal stage is completed. I'd like for the Success Manager dropdown to only Beitrag ansehen

Antworten Diskussion Account

7 Likes

7 Antworten

Jonno_Price

Ratgeber/-in | Platinum Partner

März 18, 2024

Thanks Bérangère, But unfortunately that doesn't resolve the issue in this case. We need a HubSpot User property and not a custom dropdown select p...Beitrag ansehen

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ankraf01 on März 09, 2023

Deleting a few hundred meetings

Some how our Zoom integration triggered the creation of hundres of meetings for a recurring meeting in HubSpot through 2032. How can I clean this up without deleting them one at a time. Also any ideas why this would happen with Zoom?

Antworten Diskussion Calendar Meetings

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Jonno_Price

Ratgeber/-in | Platinum Partner

März 15, 2024

@himanshurauthan - this reply should not be accepted as a solution - there is no such thing as a Meetings Dashboard currently (?) Would you mind...Beitrag ansehen

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mikebernardez on Oktober 04, 2019

Is there a way to restrict the HubSpot user dropdown to only show users of a specific team?

Antworten Diskussion Account

7 Likes

7 Antworten

Jonno_Price

Ratgeber/-in | Platinum Partner

März 18, 2024

Thanks Bérangère, But unfortunately that doesn't resolve the issue in this case. We need a HubSpot User property and not a custom dropdown select p...Beitrag ansehen

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