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PAtlan
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Member since ‎Jan 19, 2022
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Paul Atlan

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PAtlan on May 22, 2022
I'm trying to create a deal from a Form that is submitted by a potential client. I've looked at the ideas in ( A Form that Creates a Deal ), unfortunately none of the Form fields are available as properties in my workflow, so I can't copy them ove read more
0 upvote
3 Replies
Hall of Famer | Partner
May 22, 2022
Hi @PAtlan , You would have to use a ticket-based workflow then to create a deal from a ticket – however I would not recommend that. I'd simpl...read more
Solved
PAtlan on May 22, 2022
I'm trying to create a deal from a Form that is submitted by a potential client. I've looked at the ideas in ( A Form that Creates a Deal ), unfortunately none of the Form fields are available as properties in my workflow, so I can't copy them ove read more
0 upvote
3 Replies
Hall of Famer | Partner
May 22, 2022
Hi @PAtlan , You would have to use a ticket-based workflow then to create a deal from a ticket – however I would not recommend that. I'd simpl...read more
VD_of_Xgo on September 06, 2017
Hi there, since HubSpot is an American company, I can see how it is important to know which state a company sending emails has their locations. However, in eg. Germany and Switzerland it is not customary and I'd say rather odd to have to include read more
Contributor
May 20, 2022
Completely second the idea. My email footer look really bizarre.
Solved
PAtlan on April 06, 2022
I have a custom object ("Site") to which I will associate contacts. The custome object is also associated with a "Company" object (The Site is a Company Branch, basically). I'm thinking of making a workflow to ensure that contacts associated wit read more
0 upvote
3 Replies
Contributor
April 08, 2022
Hi Jonathan, I've installed a basic plan on my sandbox and will check how it works. I'll message you once I have a handle on things. Thanks for r...read more
Solved
PAtlan on April 06, 2022
I have a custom object ("Site") to which I will associate contacts. The custome object is also associated with a "Company" object (The Site is a Company Branch, basically). I'm thinking of making a workflow to ensure that contacts associated wit read more
0 upvote
3 Replies
Contributor
April 08, 2022
Hi Jonathan, I've installed a basic plan on my sandbox and will check how it works. I'll message you once I have a handle on things. Thanks for r...read more
Solved
PAtlan on March 22, 2022
I'm creating a new deal when a contact reaches a "lead status" value. this is easy enough to do with the current workflow engine, and it will even associate the deal with the contact. However, I want this association to be labelled (with a la read more
0 upvote
2 Replies
Contributor
April 06, 2022
Got it. More work than I expected, but I think I have the gist of it. I'll try. Thanks
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