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katiebroyles
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Member since ‎Jun 2, 2020
  • solutions
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  • Replies
    3
  • Upvotes Given
    21
  • Upvotes Received
    66
  • Ideas
    13

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Katie Broyles

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Participant
August 04, 2023
We need this so bad because we're doing a full on audit on all our hubspot stuff, and this is just making it a bit too difficult for my liking.
Participant
August 02, 2023
I have a lot of users that would love this capability, especially when associating an attachment to a deal record where it might be documents specifi...read more
Participant
August 02, 2023
That would be super handy! I imagine using the quickbooks API and syncing it through a custom code workflow you could maybe create something, or even...read more
Solved
katiebroyles on July 20, 2023
Is there a way to make an association mandatory before a deal changes stages? For example, we have email automations upon the successful win/close of a deal, but that does not follow through unless a contact is associated, and as we are a lender, kn read more
8 upvotes
6 Replies
Participant
June 13, 2023
We have two forms depending on the contact type in association to the deal the form eventually creates, we'd use this in a workflow to help associate...read more
katiebroyles on June 06, 2023
We have a few users that only work within the backend of HubSpot, onboarding users, setting permissions, adjusting teams, or managing objects and properties, and while some of these items are mentioned in some HubSpot Academy courses, there isn't on read more
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