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DaichiYAGYU
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Member since ‎Dec 6, 2020
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大智 柳生

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DaichiYAGYU on February 11, 2021
コンタクトの変更履歴の情報をトリガーに設定するワークフローを作りたい。
データ値の変更履歴の情報をトリガーに利用したワークフローを作ることはできますでしょうか。例えば、「「Meetings」がソースとなって、コンタクトの「コンタクト担当者」を任意の人物に変更した」というケース（スクショで添付しています）で、ワークフローをトリガーし、この経路でコンタクトが作成された場合に専用のコミュニケーションを実行できたらと思っています。 もともとMarketoユーザーですが、Marketoでは簡便にできる機能ですので、ぜひ実装のほどよろしくお願いします。 read more
Reply Idea Workflows
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Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
DaichiYAGYU
Member
December 06, 2020
Salesfroce・Tableauでは自由に設定できるため、こちらの開発を検討いただければと思います。
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