The goal is to have a workflow event trigger associated to the status of a sent 'envelope' so that this can be used to automatically trigger following actions. For example, delay until event happens - envelope status = 'Completed', assign task Lire la suite

Hello, Is it possible to copy a meeting activity from one deal to another? I have two pipelines (one for SDR´s and another for AE´s). The SDR schedules a meeting and I need that meeting appears in new deal in AE´s pipeline. And I can´t co Lire la suite

Hello, Is it possible to copy a meeting activity from one deal to another? I have two pipelines (one for SDR´s and another for AE´s). The SDR schedules a meeting and I need that meeting appears in new deal in AE´s pipeline. And I can´t co Lire la suite

Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal Lire la suite

Hello everybody, Is there a way to filter the tasks by creator in the Tasks view? I would like to see the tasks that I created in order to check whether they were completed or not. An alternative suitable solutions would be to be notified when a t Lire la suite

I am trying to create some reports on Sequences yet when I use the property, "last sequence enrolled" it is a numeric value, not alphanumeric. There must be some unknown reason why this is so. Why would I want to display a number in a report and Lire la suite