RSchweighart

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solutions
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Ryan Schweighart

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Testaccountgist on December 03, 2024

Revenue attribution for assets is Deal-based only, but my client's revenue is tracked on Orders

I already submitted this in the Ideas Forum. But please let me know if you have a better alternative to my workaround. My eCommerce client is looking to attribute revenue to their marketing assets and email campaigns, but Campaign revenue a read more

Reply Discussion Reporting

1 upvote

8 Replies

RSchweighart

Top Contributor | Gold Partner

December 05, 2024

I do not think it would be doubled. Are you manually creating the deals or do you have it being done automatically? Here's a way to potent...read more

Testaccountgist on December 03, 2024

Revenue attribution for assets is Deal-based only, but my client's revenue is tracked on Orders

Reply Discussion Reporting

1 upvote

8 Replies

RSchweighart

Top Contributor | Gold Partner

December 05, 2024

I do not think it would be doubled. Are you manually creating the deals or do you have it being done automatically? Here's a way to potent...read more

Testaccountgist on December 03, 2024

Revenue attribution for assets is Deal-based only, but my client's revenue is tracked on Orders

Reply Discussion Reporting

1 upvote

8 Replies

RSchweighart

Top Contributor | Gold Partner

December 05, 2024

I do not think it would be doubled. Are you manually creating the deals or do you have it being done automatically? Here's a way to potent...read more

Solved

tmf123 on December 02, 2024

Attempting to use Make to connect ClickUp to Hubspot to create assets in Hubspot

I have this idea to use Clickup as the entry point for field marketers to make all campaign requests and Make then triggers (based on the task creation) to make assets for campaign (email, landingpage, etc.) in Hubspot. A request comes in via a for read more

Reply Discussion Workflows

0 upvote

3 Replies

RSchweighart

Top Contributor | Gold Partner

December 02, 2024

Hi @tmf123 , that does sound like exciting things are on the horizon. I haven't used ClickUp in a long while, but I think what you are describing is...read more

Solved

JYoung17 on November 27, 2024

Automatically add payment link when Deal created

Is there any way to automatically add a payment link to every new deal that is created from a form submission? In order to completely automate my deal based workflow, i need to automatically reconcile payments to each deal when the payment is read more

Reply Discussion Payments Links

0 upvote

3 Replies

RSchweighart

Top Contributor | Gold Partner

December 02, 2024

Hi @JYoung17 , here's what could be a possible solution, I think. I haven't fully tested it. First, I think you'll want to toggle on the setti...read more

Solved

CCullingford on November 25, 2024

Attach file to ticket using Zapier

Here is what I am doing and have working... When our helpdesk receives gets a voicemail, I have the VM system send an email to a queue on mailparser.io. That email has the phone number of the caller, a transcription of the VM, and a MP3 recordin read more

Reply Discussion Starter Zapier

0 upvote

2 Replies

RSchweighart

Top Contributor | Gold Partner

November 26, 2024

Hi @CCullingford , Have you tried using the Update Ticket step and passing the mp3 in the upload file property? Note, you'll need to map to th...read more

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