elizheleva

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JMcCrimmon en Marzo 30, 2023

Filter on Deleted Deals

Is there a way to filter on the deleted deals or perhaps send the Restore Deals to a Dashboard/Report? The Restore Deals section only has a date range.

Responder Conversación Deals

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3 Respuestas

elizheleva

Colaborador | Partner

Marzo 30, 2023

Aah, that kind of filter. 😞 There isn't one, unfortunately. A random tip I have for you is to use Ctrl + F on the browser and search for the Proje...Leer más

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GTeodoro en Marzo 29, 2023

Using custom object and its properties as a trigger in NPS and workflows

Today, we have a custom object that is populated with field imports via Rudderstack, which fills in its properties. Each time one of these objects is created, it is associated with two companies with different labels: a supplier and a retailer. We Leer más

Responder Conversación Programmable Automation

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2 Respuestas

elizheleva

Colaborador | Partner

Marzo 30, 2023

Hi @GTeodoro , Would it work if you were to create an active list for the Companies linked to the Custom Object with the relevant association. ...Leer más

JMcCrimmon en Marzo 30, 2023

Filter on Deleted Deals

Is there a way to filter on the deleted deals or perhaps send the Restore Deals to a Dashboard/Report? The Restore Deals section only has a date range.

Responder Conversación Deals

0 Me gusta

3 Respuestas

elizheleva

Colaborador | Partner

Marzo 30, 2023

Aah, that kind of filter. 😞 There isn't one, unfortunately. A random tip I have for you is to use Ctrl + F on the browser and search for the Proje...Leer más

DMeuleman en Marzo 30, 2023

Wordpress Forminator submission - update contact record

We have a Wordpress installation with a couple of Forminator forms. I installed the Hubspot Plugin for Wordpress successfully and was able to integrate an existing Forminator form with Hubspot to create/update contacts. This mostly works, with the Leer más

Responder Conversación Free

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elizheleva

Colaborador | Partner

Marzo 30, 2023

Hi @DMeuleman , Is there a way for you to update the internal name of the property within the Forminator form, so the field collecting postal c...Leer más

Peter_Jones en Marzo 29, 2023

I need Outlook Meeting attendees added to HubSpot

Hi there, We have a link that we share to 1 contact at a company to book in their onboarding call. Since the meeting tool only allows 1 email address to be added, we ask the 'booker' to forward the onboarding meeting invite to their colleagues w Leer más

Responder Conversación Calendar

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elizheleva

Colaborador | Partner

Marzo 30, 2023

Hi @Peter_Jones , as @PamCotton said, that's how the system works at the moment. What I can think of as an idea in the meantime is the fo...Leer más

EFalkenhaug en Marzo 29, 2023

Quote design question

As you can see in my screenshot; We create quotes for our customers where we set a (1 single) price item for 1 product, without the "1 x" in front, as this is merely a way to set/show a price for our customer, and if there are no products listed Leer más

Responder Conversación Enterprise Professional

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1 Respuestas

elizheleva

Colaborador | Partner

Marzo 30, 2023

@EFalkenhaug let's talk 🙂 I can certainly help you with this. I'll DM you. Eli

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