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smk
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Member since ‎Sep 14, 2017
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Stephen Kuhn

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smk on January 12, 2022
Hi Hubspot Community, We encountered an issue with a new sequence in which it pulled incorrect dates for a panel; however, it pulled the correct panel names. For example, Panel "A" is scheduled to be on Jan 18 from 4:00 PM to 5:30 PM PT u read more
0 upvote
1 Reply
Hall of Famer | Partner
January 12, 2022
Hi @smk , When you say "pull", are you referring to personalization tokens in sequence emails? To investigate this, could share screensh...read more
Solved
smk on May 21, 2021
I want to create a workflow to change a deal stage if a meeting is cancelled. Possible? Thanks.
1 upvote
2 Replies
Participant
August 05, 2022
We'd also like to see this function. We need a workflow to reminder our prospects to reschedule, if they canceled a meeting. Adding a meeting out...read more
Solved
smk on March 17, 2021
Hi. I have a bunch of deals in a pipeline at a particular stage. I would like to get a list of all deals whose primary contact is not currently in a sequence. Possible? Thanks.
0 upvote
2 Replies
smk
Member
March 20, 2021
Karsten, thank you once again for your thoughtful reply. Appreciated.
Solved
smk on March 17, 2021
Hi. I have a bunch of deals in a pipeline at a particular stage. I would like to get a list of all deals whose primary contact is not currently in a sequence. Possible? Thanks.
0 upvote
2 Replies
smk
Member
March 20, 2021
Karsten, thank you once again for your thoughtful reply. Appreciated.
Solved
smk on March 10, 2021
Hi. I would like to use a workflow to create a new deal, but I want to test (in the workflow) to see if it exists already before creating a duplicate. Possible? How? Thanks.
1 upvote
10 Replies
Guide | Diamond Partner
March 16, 2021
Hi @karstenkoehler , We usually try to create one workflow with AND/OR logics or If/Then branch.. makes its easy for clients to understand as they...read more
Solved
smk on March 10, 2021
Hi. I would like to use a workflow to create a new deal, but I want to test (in the workflow) to see if it exists already before creating a duplicate. Possible? How? Thanks.
1 upvote
10 Replies
Guide | Diamond Partner
March 16, 2021
Hi @karstenkoehler , We usually try to create one workflow with AND/OR logics or If/Then branch.. makes its easy for clients to understand as they...read more
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