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ChrisBu
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Member since ‎Jun 23, 2021
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ChrisBu on July 28, 2021
Help with reclassifying HubSpot deals
Hi HubSpot community, I'm trying to make deal creation automated within HubSpot, and wondered if there's a way to automatically merge monthly customer deal renewals into single quarterly deals. My company has several clients who pay monthly, read more
Reply Discussion Professional
0 upvote
2 Replies
ChrisBu
Member
August 02, 2021
Hi @karstenkoehler Many thanks for the reply, appreciate your help! Best Chris
Solved
ChrisBu on July 28, 2021
Help with reclassifying HubSpot deals
Hi HubSpot community, I'm trying to make deal creation automated within HubSpot, and wondered if there's a way to automatically merge monthly customer deal renewals into single quarterly deals. My company has several clients who pay monthly, read more
Reply Discussion Professional
0 upvote
2 Replies
ChrisBu
Member
August 02, 2021
Hi @karstenkoehler Many thanks for the reply, appreciate your help! Best Chris
Solved
ChrisBu on June 23, 2021
Automatically create new deal value based on previous deal value
Hi, I'm trying to build a workflow that auto-populates fields as much as possible; the idea is that, once a deal is Closed Won, it creates a new deal, which is straightforward enough. However, when selecting 'Choose an Action': 'Create Record' a read more
Reply Discussion Enterprise
0 upvote
3 Replies
ChrisBu
Member
June 24, 2021
Thanks so much @karstenkoehler and @webdew - very helpful, and much appreciated!
Solved
ChrisBu on June 23, 2021
Automatically create new deal value based on previous deal value
Hi, I'm trying to build a workflow that auto-populates fields as much as possible; the idea is that, once a deal is Closed Won, it creates a new deal, which is straightforward enough. However, when selecting 'Choose an Action': 'Create Record' a read more
Reply Discussion Enterprise
0 upvote
3 Replies
ChrisBu
Member
June 24, 2021
Thanks so much @karstenkoehler and @webdew - very helpful, and much appreciated!
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