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dmattauch
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Member since ‎Apr 5, 2021
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dmattauch on April 24, 2024
Edit activity property in workflow
Hi, I can't create an "activity" workflow. And i can't have 'activity" in the list of object to edit when selecting "set property value" Even in zapier, i can't select activity as an object to find associations and edit. How can i a read more
Reply Discussion Professional Sales Workflows
0 upvote
1 Reply
HeyJoe on January 19, 2023
Mapping properties between company, contacts, deals
It would be super helpful if we could have properties Mapped or Connected between the different types (Company, Contact, Deals, etc...) automatically OR be able to choose different Object Properties than whatever "tab/object" we're working in. OR e read more
Reply Idea Properties
2 upvotes
1 Reply
dmattauch
Top Contributor
February 19, 2024
Hi @HeyJoe , We are developing an add-on to make property syncing much easier. You can take a look: https://saleshubfriend.com/masterprope...read more
HeyJoe on January 19, 2023
Mapping properties between company, contacts, deals
It would be super helpful if we could have properties Mapped or Connected between the different types (Company, Contact, Deals, etc...) automatically OR be able to choose different Object Properties than whatever "tab/object" we're working in. OR e read more
Reply Idea Custom Objects
0 upvote
1 Reply
dmattauch
Top Contributor
February 19, 2024
Hi @HeyJoe , We are developing an add-on to make property syncing much easier. You can take a look: https://saleshubfriend.com/masterprope...read more
ARuizOrtín on June 30, 2022
Sync between properties of different object types
Hi. I would like to have the possibility of synchronize different properties created in different object types. For example, if I create a property named 'Sector' in Deals, I would like to use it in Companies object or create the property in Com read more
Reply Idea Properties
1 upvote
1 Reply
dmattauch
Top Contributor
February 19, 2024
Hi @ARuizOrtín , We are developing an add-on to make property syncing easier: https://saleshubfriend.com/masterproperty Kind Regards, Da...read more
Solved
iamathlete on August 13, 2021
How to keep Company and Contact properties in sync
I could really use some workflow insight on this issue on how to keep properties in sync. We have two properties that appear on both Contact and Company records: Membership Type, Membership Expiration When a property is updated read more
Reply Discussion Companies Contacts CRM Enterprise Workflows
0 upvote
2 Replies
dmattauch
Top Contributor
February 19, 2024
hey @iamathlete , We are developing a quick addon to make property syncing easier. You can take a look: https://saleshubfriend.com/masterpropert...read more
Solved
ASahin on January 24, 2024
Keep properties between contact and company in sync
Hello Community, our company is a B2B company. Our goal is to keep properties f.e. Country, Citiy, Zip, Adress between both objects in sync. I do have a workflow setup for this. (see picture) But this only works, if you create the compa read more
Reply Discussion Companies Contacts Professional Workflows
0 upvote
2 Replies
dmattauch
Top Contributor
February 19, 2024
Hi @ASahin , We are developing an add-on to make property syncing easier in Hubspot. You can check it out here: https://saleshubfriend.co...read more
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