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DaveLinderman
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Sep 15, 2021
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Dave Linderman

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DaveLinderman on January 03, 2022
Deal: Use Workflow to Move Deal to Different Pipeline
Hello All- Does anyone know a way to use a workflow to move a deal from one pipeline to another? We have a scenario where in the event a deal goes to collections, we would like it to move to a dedicated collections pipeline, and when the dea read more
Reply Discussion CRM Deals Enterprise Workflows
0 upvote
4 Replies
DaveLinderman
Participant | Platinum Partner
January 06, 2022
Karsten, thank you! I glossed over the fact that you can set a pipeline and stage in the same action.
Solved
DaveLinderman on January 03, 2022
Deal: Use Workflow to Move Deal to Different Pipeline
Hello All- Does anyone know a way to use a workflow to move a deal from one pipeline to another? We have a scenario where in the event a deal goes to collections, we would like it to move to a dedicated collections pipeline, and when the dea read more
Reply Discussion CRM Deals Enterprise Workflows
0 upvote
4 Replies
DaveLinderman
Participant | Platinum Partner
January 06, 2022
Karsten, thank you! I glossed over the fact that you can set a pipeline and stage in the same action.
Solved
DaveLinderman on January 03, 2022
Deal: Use Workflow to Move Deal to Different Pipeline
Hello All- Does anyone know a way to use a workflow to move a deal from one pipeline to another? We have a scenario where in the event a deal goes to collections, we would like it to move to a dedicated collections pipeline, and when the dea read more
Reply Discussion CRM Deals Enterprise Workflows
0 upvote
4 Replies
DaveLinderman
Participant | Platinum Partner
January 06, 2022
Karsten, thank you! I glossed over the fact that you can set a pipeline and stage in the same action.
agosselin1 on June 29, 2021
Announcement: Company sync is now available in Data sync by HubSpot
What's happening? This week, HubSpot released a new feature as part of Data sync by HubSpot. With HubSpot's data sync enhancement, businesses can now synchronise their company data with other applications, as well as the associations read more
Reply Discussion Data Sync
3 upvotes
7 Replies
DaveLinderman
Participant | Platinum Partner
September 30, 2021
Can you possibly share the list of upcoming integrations? I have a few clients that would be very interested in a two-way sync between HubSpot and S...read more
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