elizheleva

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投稿者 | Solutions Partner

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65
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6
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101
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自己紹介

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Eli Zheleva

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アクティビティ

JMcCrimmon 3月 30日, 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.

返信ディスカッション Deals

0 いいね！

3 コメント

elizheleva

投稿者 | Solutions Partner

3月 30日, 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...続きを読む

解決済み

GTeodoro 3月 29日, 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 続きを読む

返信ディスカッション Programmable Automation

0 いいね！

2 コメント

elizheleva

投稿者 | Solutions Partner

3月 30日, 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. ...続きを読む

JMcCrimmon 3月 30日, 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.

返信ディスカッション Deals

0 いいね！

3 コメント

elizheleva

投稿者 | Solutions Partner

3月 30日, 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...続きを読む

DMeuleman 3月 30日, 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 続きを読む

返信ディスカッション Free

0 いいね！

1 コメント

elizheleva

投稿者 | Solutions Partner

3月 30日, 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...続きを読む

Peter_Jones 3月 29日, 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 続きを読む

返信ディスカッション Calendar

0 いいね！

2 コメント

elizheleva

投稿者 | Solutions Partner

3月 30日, 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...続きを読む

EFalkenhaug 3月 29日, 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 続きを読む

返信ディスカッション Enterprise Professional

0 いいね！

1 コメント

elizheleva

投稿者 | Solutions Partner

3月 30日, 2023

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

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