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RBozeman
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dmattauch en Marzo 02, 2022
De-duplication on custom objects
Hi, I have a custom object where i have a lot of duplicates. Is there a way to automatically identify and deduplicate them? like we have in contacts/companies? Thanks David
Responder Conversación CRM Custom Objects
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RBozeman
Participante
May 15, 2023
Hi @dmattauch , Thank you @StjepanGrcic for recommending Insycle. I work there, in full disclsure. Just wanted to pop in here and confirm...Leer más
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MSwulinski en Enero 13, 2022
Call Rail Integration
Hello, I've seen this posted a few times but none of the posts provided a clear solution. In hubspot, I am not seeing the origination source for our calls coming from call rail. It only says "offline sources - integration." The contacts also do Leer más
Responder Conversación Integrations
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RBozeman
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May 15, 2023
Hi @MSwulinski , I realize this is an older posting, but did you find a solution? One question I had was whether CallRail was the only thing...Leer más
PAlessiKrarup en Abril 08, 2023
Create and update associations via workflows
I'm currently not able to automatically associate any type of record via workflows after the record has been created. I need to build things like: If new contact is associated with a company, then associate that contact with all custom objec Leer más
Responder Idea Workflows
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RBozeman
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May 12, 2023
Hi @PAlessiKrarup , This is definitely a highly requested feature. HubSpot does allow you to do this using custom coded solution in Operations H...Leer más
BBanks en Abril 28, 2023
Associate/Re-Associate Contact to a Ticket via Workflow
Use case: Some of our customers point their Jotform emails to our support team. These emails create a ticket with the associated contact being "no-reply@jotform.com".... our team has to manually update the associated contact record to our customer. Leer más
Responder Idea Workflows
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RBozeman
Participante
May 12, 2023
Hi @BBanks , Just to make sure, you would like to re-associate the ticket after your team has updated the customer email? While there is no way ...Leer más
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TKaney en May 08, 2023
How do We Get Around the Limitation of only having one Primary Company associated with Contacts?
Hello Community, <<<LIST BUILDING & WORKFLOW RELATED>>> We are looking into a Copper / CRM, HubSpot, and Internal Processes mistmatch in trying to send emails based on dynamic critera for ACTIVE LIST BUILDING. Those em Leer más
Responder Conversación Professional
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RBozeman
Participante
May 12, 2023
Hi @TKaney , The best way to do this would be association labels, Then, you can label the associations appropriately to help you identify other...Leer más
CaitlinRose en Marzo 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated Leer más
Responder Idea Workflows
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RBozeman
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May 08, 2023
Hi @CaitlinRose , HubSpot recently announced their new public beta feature that will give you more access to data of associated records in you...Leer más
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