stephanderson

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Steph Anderson

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stephanderson on September 25, 2024

Create property that sums deals over specific date range

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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stephanderson

Contributor

June 26, 2024

Reply to Associate only primary company while creating deals from contact workflow

Any updates on this feature? It would be very helpful to associate deals to only the primary associated company for a contact. thanks!

stephanderson

Contributor

June 26, 2024

Reply to Create list of contacts based off of email field on the company record

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

Create list of contacts based off of email field on the company record

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

How do I create a list based on a payment link completion

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!

Reply Discussion Lists

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stephanderson

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January 03, 2024

Reply to Use of email open (or clicked) states in workflows?

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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