Member since ‎May 11, 2021
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Amanda Daly

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CaitlinRose on March 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
27 Replies
June 23, 2022
Need this!!
ilushka85 on July 08, 2020
Currently it says that the create quote api is not available according to the documentation yet some posts on the forum alluded that it is? Is it available? if not when will it be?
4 Replies
January 14, 2022
+1 Soon is so relative lol
SteveMatlick on October 19, 2019
Hi, I was in the process of building out workflows that would copy a 'Became a' date from an associated contact to a custom Company property if it is unknown at the company level. This would allow us to capture at the company level WHEN the com read more
September 10, 2021
What should we do about this if we want to copy the backlog of this from contacts that have the date known to companies where it is unknown? Woud it more
jfreeley on February 08, 2021
Support rep logging for a customer. We are looking for a way to force meetings to start on the hour. As it currently stands, as long as the buffer period has passed after the last meeting, a new meeting may be booked, even if it is not on the ho read more
10 Replies
June 09, 2022
Agree! I feel like this is the Google approach. Do any of you use Gmail? Gmail is bare-bones compared to Outlook and the features Outlook has. more
Jems212 on January 20, 2017
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
93 Replies
June 30, 2022
We have only just discovered that the importing functionality has been not working the way we thought, with regards to properties that are multiple more
RAddis on January 11, 2021
I'd like to be able to create custom meeting outcomes. We have clients who want to track events, attendance, and other event-related information, but do not want to integrate with a third-party event tool. HubSpot provides almost everything we would read more
48 Replies
June 02, 2022
Hey there, for our company its also very important to customize the meeting outcome fully - we need to be able to delete the defaults. New more
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