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skylergast
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Member since ‎Sep 29, 2020
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  • Upvotes Given
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  • Upvotes Received
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Skyler Gast

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Solved
skylergast on November 30, 2020
Is there a way to trigger a Workflow based on how a Contact was created? e.g. We are using the Contact API to create a Contact record from an outside source. This Activity/Engagement gets created. How can I use this to trigger a another Workflo read more
0 upvote
2 Replies
Participant
December 01, 2020
This is perfect. Thank you!
Solved
skylergast on November 30, 2020
Is there a way to trigger a Workflow based on how a Contact was created? e.g. We are using the Contact API to create a Contact record from an outside source. This Activity/Engagement gets created. How can I use this to trigger a another Workflo read more
0 upvote
2 Replies
Participant
December 01, 2020
This is perfect. Thank you!
Solved
skylergast on November 11, 2020
When a ticket is created it seems like it automatically assigns the Ticket Owners as the User who created the ticket.. That seems wrong, rarely is the person who is creating the ticket the individual who is the Owning the ticket for a resolution. read more
Participant
November 13, 2020
Thanks. This is basically what I ended up doing - creating a custom field and then using a workflow to switch Owner -> Created By.
Solved
skylergast on November 11, 2020
When a ticket is created it seems like it automatically assigns the Ticket Owners as the User who created the ticket.. That seems wrong, rarely is the person who is creating the ticket the individual who is the Owning the ticket for a resolution. read more
Participant
November 13, 2020
Thanks. This is basically what I ended up doing - creating a custom field and then using a workflow to switch Owner -> Created By.
Whitend75 on September 05, 2019
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
162 upvotes
48 Replies
Participant
November 11, 2020
We are implementing HubSpot right now and really need this functionality. The workload is too high for 1 person our pricing team has SLAs to hold wit...read more
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