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PBaxter
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Member since ‎May 21, 2021
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PBaxter on April 23, 2024
Attribution for meeting creation?
Hi all, I really like HubSpot's attribution reporting and have had some success with our team showing the various interactions that led up to the creation of a sales opportunity / deal. However, we have a long sales cycle, and tight qualific read more
Reply Discussion RevOps
0 upvote
1 Reply
random on January 09, 2024
Default Paging and Sorting order for v4 associations result
Hi, I want to check regarding default paging and sorting order for v4/associations api. I am using this endpoint crm/v4/associations/companies/calls/batch/read and this is giving me the whole result without any pagination, so can i expect that th read more
Reply Discussion Companies
0 upvote
3 Replies
PBaxter
Contributor
January 16, 2024
Hi there, I've a similar issue/question - I've managed to get the 'after' functionality to work before on other objects, but because the endpoint...read more
Solved
WaydeChristie1 on January 31, 2022
Errors when enrolling many objects into a custom code workflow step
Hi folks, I have a deal-based workflow which includes a custom code step. The custom code searches for a custom object id, then copies a property from the custom object to the deal. We get hundreds of new deals which are synced twice per read more
Reply Discussion Workflows
0 upvote
7 Replies
PBaxter
Contributor
January 10, 2024
Zapier now has a nicely implemented delay method based on a very simple queue - essentially all enrolled objects get pushed onto a queue and then rel...read more
PBaxter on April 05, 2023
Clearing or refreshing a playbook
Hi all, We're trying out playbooks but I'm struggling with how data 'persists.' We're capturing insights on the company's latest thinking on the market, and come back and use the same playbook again and again. Here's the issue: - agains read more
Reply Discussion Enterprise
4 upvotes
5 Replies
PBaxter
Contributor
November 21, 2023
Hi @cdorsey - sorry, I'd missed your comment here. AFAIK this remains the same. The data persists in the playbook even after logging it even fo...read more
Solved
DBrazil on November 20, 2023
Weighted Pipelines > Understanding Deal Forecast Probability Setup
I'm setting up forecasting and trying to work out how the probability should be tackled and trying to get my head around what best practice looks like. Need to provide weighted pipeline reporting to management. I see on the deals setup page you read more
Reply Discussion Professional
0 upvote
3 Replies
PBaxter
Contributor
November 21, 2023
Hey @PamCotton @DBrazil , In our business, we can have a very long sales cycle, and we also utilize hubspot to manage our pipeline of sold wo...read more
PBaxter on November 20, 2023
Documenting how workflows and integrations work together
Hi all, Slightly adjacent question here. We're a small company (~60 people) making good use of HubSpot and various integrations and adjacent systems, mostly managing the technology ourselves. Whilst we have documentation of individual compo read more
Reply Discussion Python Timeline and Extensions APIs Webhooks Workflows Zapier
1 upvote
1 Reply
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