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Ksu
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Member since ‎Jul 22, 2020
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Ksu on July 22, 2020
Link Product(s) to the Deal via Workflow
Set up the Token to identify the Product (by name, SKU, etc.) and update the Deal by associating this product with the Deal. As an example of usage - we've created a Form in Hubspot and it has a dropdown menu with our services, so we set up a W read more
Reply Idea Forms Products and Quotes
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graceotaiza on May 07, 2020
Updating Products via Workflows
Our company needs to update Product Descriptions via workflow. We have product descriptions that are based off the quantity that someone is purchasing. The triggers are something like, If Product Item is {Product Name} and Quantity is Equal to 10 th read more
Reply Idea Products & Quotes
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Ksu
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July 22, 2020
Similar request, we've created a HubSpot Form and using it as a Client Brief, so when the Client chooses the product from the dropdown or from the li...read more
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