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Rob-Clued
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Member since ‎Jun 17, 2022
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Robert Jarvis

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Rob-Clued
Participant
March 25, 2025
Reply to Assigning PARTNER (SELLER) contacts to deals
Thanks for this response. If this is the only option - then it will be something we might have to accept. My only issue is that this is quite a cumbe...read more
Solved
Rob-Clued on March 21, 2025
Assigning PARTNER (SELLER) contacts to deals
I need advice / help please. We have a huge global partner, with thousands of Sellers. These SELLERS are in HubSpot and are often involved with DEALS for multiple COMPANIES. Therefore, we want to track (at CONTACT level – but relating to read more
Reply Discussion Best Practices Contacts CRM Deals Professional
0 upvote
2 Replies
Rob-Clued
Participant
December 15, 2023
Reply to DEAL SOURCE: Custom Deal Property Automation (from Contacts and Company)
Hey Justin. Thanks for the response. I've worked on this for most of the day and must say, your approach is the most feasible I have found. I will im...read more
Solved
Rob-Clued on December 15, 2023
DEAL SOURCE: Custom Deal Property Automation (from Contacts and Company)
We want to create a DEAL in Hubspot, we want a workflow to then run a number of checks against COMPANY and CONTACTS properties. What we are looking to achieve is an automated approach to tagging a Custom Property called 'DEAL SOURCE' with one of th read more
Reply Discussion CRM
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Rob-Clued on December 06, 2023
Can you clear the field: Date entered "Marketing Qualified Lead (Lifecycle Stage Pipeline)
I recently marked a COMPANY with the LIFECYCLE STAGE = Marketing Qualified Lead , when I actually meant to mark a single contact within the account as MQL. Now this used the auto-sync and marked all CONTACT records as that Lifecycle Stage . read more
Reply Discussion Contacts
0 upvote
1 Reply
Rob-Clued
Participant
July 07, 2023
Reply to Create a list of matching companies based on Company Record ID
Yes. This is what I have been searching many times for. A combination of the semi colon and create a new property and workflow has solved this issue....read more
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