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MiguelGalvis
Contributor | Diamond Partner
Contributor | Diamond Partner
Member since ‎May 25, 2021
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  • Upvotes Given
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Miguel Galvis

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hwagner on September 27, 2021
Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."
Hello, Has anyone come up with creative ways to get around the enrollment criteria for Deals that is always based on "At least one associated deal has.." High-Level Example: I need to create a workflow that enrolls a contact based on if all read more
Reply Discussion Deals Professional Sales Workflows
0 upvote
5 Replies
MiguelGalvis
Contributor | Diamond Partner
September 28, 2021
hi hwagner and PamCotton , I hope you are very well! First, it is important to take into account the type of license you have to know what ...read more
Solved
ATorres3 on September 15, 2021
¿Cómo diferenciar las fuentes de nuevos negocios creados de contactos antiguos?
Hola, comunidad! Escribo por aquí para consultar lo siguiente: En nuestra organización queremos diferenciar las fuentes de nuevos negocios creados de contactos antiguos. La dificultad está en que el Tipo de Fuente Original del negocio toma read more
Reply Discussion Email Marketin informes Negocios
0 upvote
4 Replies
MiguelGalvis
Contributor | Diamond Partner
September 16, 2021
ATorres3 parece que actualmente tienes Marketing Enterprise que te permite crear reportes de atribución de negocio, me puedes confirmar esto. En...read more
Solved
LeonardoV on September 02, 2021
Rotación de Negocios o Contactos
Hola, Estoy necesitando deribar a nuestro equipo comercial, diferentes % de deals para determinados vendedores que cuentan con diferenets capacidades y efectividades. Entonces, tenemos 3 equipos de vendedores, equipo A , equipo B , equipo C. El eq read more
Reply Discussion Negocios
0 upvote
5 Replies
MiguelGalvis
Contributor | Diamond Partner
September 03, 2021
@LeonardoV De forma nativa hubspot no tiene la opción de dar porcentaje de distribución de deals, y aunque por medio de Workflows podrías logra...read more
omri on January 01, 2017
Make a custom property unique
Make it possible to define a custom property as a unique field. Meaning when a data is entered into that field, if it exists in another contact it will alert you of that (like it does for the email field)
Reply Idea Contacts & Companies
105 upvotes
24 Replies
MiguelGalvis
Contributor | Diamond Partner
June 01, 2021
Voto por esta idea, Es clave poder crear y/o volver una propiedad en hubspot que valide valores unicos para evitar duplicados como funciona con los ...read more
Ignazio on April 30, 2021
Send an external communication email via workflow setting the vendor of a product as a recipient
Hi everyone! I just noticed a change in HubSpot: when you try to send an external communication email via workflow, you cannot set anymore the email address of the recipient. How can I notify, via HubSpot, a vendor email address about an his own pr read more
Reply Discussion Marketing Email
1 upvote
15 Replies
MiguelGalvis
Contributor | Diamond Partner
May 26, 2021
@Ignazio This solution depends on the Pro licenses you have in hubspot, for example (Sales Pro and / or Service Pro) If you want hubspot to notify...read more
Solved
DoraMeleg on April 26, 2021
Setting up Hubspot score attributes using OR instead of AND<
Hi! I recently encountered an issue, hoping that there is a solution I could not yet find. When setting up the Hubspot Score property, I would like to give X points to people who are a member of any of the given lists. (They attended any o read more
Reply Discussion best practices Lists Marketing
0 upvote
5 Replies
MiguelGalvis
Contributor | Diamond Partner
May 25, 2021
Hello @DoraMeleg Native integrations such as Zoom or GoToWebinar include default properties that automatically tell you the number of times the c...read more
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