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Bob2245
Top Contributor | Diamond Partner
Member since ‎Jan 25, 2021
  • solutions
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  • Replies
    26
  • Upvotes Given
    45
  • Upvotes Received
    55
  • Ideas
    10

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annemarien on October 22, 2020
For example, if we have a custom amount property on Contact records called "Engaged Value", on the Company record we want a field "Total Engagement for all Contacts" that always shows the current sum for the "Engaged Value" of all the associated con read more
3 upvotes
3 Replies
Top Contributor | Diamond Partner
August 28, 2022
@Josephtylerk @annemarien You can solve this using a calculation property type. You can do a SUM (or AVG, Min or Max) calculation within the sett...read more
Solved
Bob2245 on February 19, 2021
Hey everyone, Just curious what everyone's best practice is for triggering a workflow off a deal's creation. I.e., the moment a deal is created, do ABC. I find that I can only select Deal properties, but I'm unsure what the best way to selec read more
Member
July 21, 2022
Um..... Indirectly you helped me! Because I was not aware that the By Defualt option was set at my Hubspot instance. I can delete my Workflow, it is ...read more
Solved
Bob2245 on February 19, 2021
Hey everyone, Just curious what everyone's best practice is for triggering a workflow off a deal's creation. I.e., the moment a deal is created, do ABC. I find that I can only select Deal properties, but I'm unsure what the best way to selec read more
Member
July 21, 2022
Um..... Indirectly you helped me! Because I was not aware that the By Defualt option was set at my Hubspot instance. I can delete my Workflow, it is ...read more
Dylan on December 04, 2020
It would be great if the CRM Cards API could be used with custom object records. This is currently something the product team is interested in hearing use cases for and measuring customer feedback on, so we would love to hear from you!
33 upvotes
10 Replies
Participant
June 30, 2022
Yes please.
joshm1 on March 28, 2017
I am trying to use the “datetimeformat” filter on a contact field of the Date picker field type. The issue I’m having is the filter is not recognizing the value of the property as a datetime data type, which I’m assuming it requires in order to work read more
Top Contributor | Diamond Partner
June 24, 2022
Same here. Documentation on this is horrible. It tells you to first apply "strtotime" for properties that aren't set as a datetime timestamp. Hubspot...read more
paytek_haley on December 22, 2020
I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. read more
Member
September 05, 2022
We really need this feature please.
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