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drewschu1
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Member since ‎Sep 25, 2017
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CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1360 upvotes
198 Replies
drewschu1
Member
October 24, 2017
Not having this feature significantly reduces the value of the hubspot platform to business who are selling in a complex B2B environment (Aka multipl...read more
drewschu1 on September 25, 2017
Allow Workflows to create company level tasks & deals
Hi, As a B2B company, our sales our usually to companies with many contacts. As such, a lot of the times our automations need to occur at the company level, not the contact level. Whether that is deal creation (for renewal sales) or contac read more
Reply Idea Workflows
41 upvotes
13 Replies
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