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stephanderson
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Member since ‎Jun 6, 2022
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Steph Anderson

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stephanderson on September 25, 2024
I am looking to create a property on the company record that sums their total closed deal values for a specific date range (11/1/23-11/17/24). I was looking at using a rollup field type, but I don't see any way to use date as an additional condition read more
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Contributor
June 26, 2024
Any updates on this feature? It would be very helpful to associate deals to only the primary associated company for a contact. thanks!
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June 26, 2024
Yeah, that is a good call. I can export from our other system and import the emails as contacts to match them up. My hope was to leverage an automati...read more
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stephanderson on June 25, 2024
I have a very tricky data situation I'm trying to remedy. We have a custom integration between two systems. I can sync fields from our external system to company records in hubspot, but without a developer I can't sync to the contact record. I read more
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stephanderson on January 10, 2024
We are going to start using Hubspot payments. I would like to create lists based on contacts who made payments via specific payment links. How do I accomplish this? Thanks!
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Contributor
January 03, 2024
Is it possible to filter based on an automated email being opened or clicked (instead of a marketing email)? I have an email automation which is set ...read more
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