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rdurling
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Miembro desde ‎mar 26, 2021
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Ryan Durling

Senior Inbound Consultant @ HubSpot Talks a lot about #process #reporting #ppc #seo

Actividad

ODiamond en May 29, 2023
I'd like to submit a request to be able to delete or modify the property history. Use case: I have this report that was set as Close won by mistake, and now it is affecting a funnel report, I would like to be able to remove the previous value Leer más
1 Me gusta
3 Respuestas
HubSpot Employee
Junio 27, 2023
@JLachapelle It's possible to automate datestamping when an object moves from one property value to another (in this case, from one deal stage to a...Leer más
VDavison en May 29, 2023
I know you can set up contact associations with companies, but can you set up company to company associations. Not Parent/Child associations eg. Company A would be the parent company to Company B as their owner and Company C would be an associate c Leer más
1 Me gusta
5 Respuestas
HubSpot Employee
Junio 27, 2023
@jsto there is currently a beta for associating objects of the same type. I'd check with your CSM to get access!
coolraj12 en May 30, 2023
Hello fellow Devs, I have a scenario where I want to trigger a workflow when a contact's primary association to a company changes . For an example Contact 1 associated to comp 1(primary) and comp 2 ( non primary) Modified to Contac Leer más
2 Me gusta
5 Respuestas
HubSpot Employee
Junio 02, 2023
Hi @coolraj12 , Unless I'm misunderstanding your intention, you should be able to do this using association labels. If a Contact's Primary as...Leer más
Resuelta
janquast en May 30, 2023
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w Leer más
HubSpot Employee
Junio 02, 2023
Hi @janquast this is a pretty common question with scoring. We discussed this a bit in a recent HUG Admins webinar, and the particular question aro...Leer más
ODiamond en May 29, 2023
I'd like to submit a request to be able to delete or modify the property history. Use case: I have this report that was set as Close won by mistake, and now it is affecting a funnel report, I would like to be able to remove the previous value Leer más
1 Me gusta
3 Respuestas
HubSpot Employee
Junio 27, 2023
@JLachapelle It's possible to automate datestamping when an object moves from one property value to another (in this case, from one deal stage to a...Leer más
VDavison en May 29, 2023
I know you can set up contact associations with companies, but can you set up company to company associations. Not Parent/Child associations eg. Company A would be the parent company to Company B as their owner and Company C would be an associate c Leer más
1 Me gusta
5 Respuestas
HubSpot Employee
Junio 27, 2023
@jsto there is currently a beta for associating objects of the same type. I'd check with your CSM to get access!
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