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AJacob
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Member since ‎Jun 10, 2022
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Activity

AJacob on January 30, 2023
Call booked goal after entry to workflow
I am trying to create a goal in a workflow based on a call booked. Those entering the workflow have potentially already had a call but the workflow goal is to re-nurture them to a stage where they book another one. My understanding that is using read more
Reply Discussion Professional
1 upvote
1 Reply
Solved
AJacob on October 26, 2022
How to copy activity / engagement properties into a Contact / Company property
Hi all. I am trying to create a workflow to create a task for a team member the day before a meeting happens. We are using Calendly and have set up the Calendly integration so this information is being tracked on the contact and deal activity. read more
Reply Discussion Integrations Workflows
0 upvote
4 Replies
AJacob
Participant
October 26, 2022
Hi Chris - I appreciate you taking the time. Unfortunately, Calendly doesn't stamp the date of last meetings booked in meetings tool field. I'll reac...read more
Solved
AJacob on October 26, 2022
How to copy activity / engagement properties into a Contact / Company property
Hi all. I am trying to create a workflow to create a task for a team member the day before a meeting happens. We are using Calendly and have set up the Calendly integration so this information is being tracked on the contact and deal activity. read more
Reply Discussion Integrations Workflows
0 upvote
4 Replies
AJacob
Participant
October 26, 2022
Hi Chris - I appreciate you taking the time. Unfortunately, Calendly doesn't stamp the date of last meetings booked in meetings tool field. I'll reac...read more
Solved
AJacob on August 31, 2022
How to pick a specific deal in workflow
I'm wondering if anyone has found a work around for this. I currently have the potential for a contact and company to create deals in different pipelines. (ie Sign Up Pipeline, Purchasing Pipeline). I also have workflows to automate the move read more
Reply Discussion
0 upvote
1 Reply
AJacob on June 10, 2022
Calendly integration with routing forms
Just wondering if anyone has been able to utilize the information collected in the pre-screen routing form and send it through to Hubspot. I am working with a form where the pre-screen routing form helps to segment leads to different CSM's based on read more
Reply Discussion
2 upvotes
6 Replies
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