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ABuchthal
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Alyssa Buchthal

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Activity

catan on January 30, 2020
Control timeline activity associations to associated objects (contacts/ companies/ tickets/ deals)
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Reply Idea Contacts & Companies Deals Tickets
165 upvotes
63 Replies
ABuchthal
Participant
February 28, 2023
An incredibly eloquent way of putting it, couldn't agree more.
Solved
ABuchthal on November 30, 2022
Associating a deal with a note from within a workflow
Right now I have a workflow that is creating a new deal when a condition is met from another deal. I have all of the associations of the first deal being copied to the new one upon creation, but there's no option to associate any existing notes fr read more
Reply Discussion Workflows
1 upvote
5 Replies
ABuchthal
Participant
December 02, 2022
I am a heavy zapier user and explored using it for this purpose pretty extensively. The issue I ran into is that a note isn't considered an object, i...read more
catan on January 30, 2020
Control timeline activity associations to associated objects (contacts/ companies/ tickets/ deals)
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Reply Idea Contacts & Companies Deals Tickets
165 upvotes
63 Replies
ABuchthal
Participant
February 28, 2023
An incredibly eloquent way of putting it, couldn't agree more.
Solved
ABuchthal on November 30, 2022
Associating a deal with a note from within a workflow
Right now I have a workflow that is creating a new deal when a condition is met from another deal. I have all of the associations of the first deal being copied to the new one upon creation, but there's no option to associate any existing notes fr read more
Reply Discussion Workflows
1 upvote
5 Replies
ABuchthal
Participant
December 02, 2022
I am a heavy zapier user and explored using it for this purpose pretty extensively. The issue I ran into is that a note isn't considered an object, i...read more
Solved
ABuchthal on November 30, 2022
Associating a deal with a note from within a workflow
Right now I have a workflow that is creating a new deal when a condition is met from another deal. I have all of the associations of the first deal being copied to the new one upon creation, but there's no option to associate any existing notes fr read more
Reply Discussion Workflows
1 upvote
5 Replies
ABuchthal
Participant
December 02, 2022
I am a heavy zapier user and explored using it for this purpose pretty extensively. The issue I ran into is that a note isn't considered an object, i...read more
CaitlinRose on March 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
Reply Idea Workflows
339 upvotes
62 Replies
ABuchthal
Participant
November 30, 2022
Would love to have the option within workflows to associate objects, whatever they may be. If we have the objects available from our trigger/earlier ...read more
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