JVasquezCabez

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Juan Vasquez

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JVasquezCabez on May 06, 2024

Conversation Workflows Action to Create Leads

Conversation workflows allow to create Deals and Tickets, but Hubspot havent yet added the new record type "Leads" to this option.

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JVasquezCabez

Contributor

February 08, 2024

Reply to Customer Survey Matrix Rating Question Type

Set up conditional logic for enumeration properties

JVasquezCabez

Contributor

July 06, 2023

Reply to Content Assistant driving me crazy!!

After you have joined the Beta in the Updates section of the main menu, you will notice a highlighted orange thunder icon button in the reply textbo...read more

JVasquezCabez

Contributor

June 25, 2023

Reply to fetch quote details

Have you ensured that the required information is properly stored at the deal level? If so, how are you storing it? For instance, are you utilizing ...read more

JVasquezCabez

Contributor

June 25, 2023

Reply to Retrieve tasks realtime data using workflow

I recommend assesing the following alternative: subscribe to an event change (or cretae a workflow) for the number of sales activities. Then work wi...read more

JVasquezCabez

Contributor

June 25, 2023

Reply to fetch quote details

I would recommend this information to be stored at the deal level. Then, you could use this call to retrieve deal id: https://api.hubapi.com/crm/v...read more

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