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MarwanDajani
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Member since ‎Oct 2, 2022
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Marwan Dajani

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MarwanDajani on November 01, 2022
I just turned on the product sync between QBO and HubSpot. I realize that it will only sync newly created or updated QBO items. It is crazy amount of work to go into every QBO item and just do a minor update to trigger a sync. Is there a way to read more
1 upvote
5 Replies
Member
November 02, 2022
Would that auto match my HubSpot products to items in QBO if I run the Create Estimate in QBO action in my automation?
Solved
MarwanDajani on November 01, 2022
I just turned on the product sync between QBO and HubSpot. I realize that it will only sync newly created or updated QBO items. It is crazy amount of work to go into every QBO item and just do a minor update to trigger a sync. Is there a way to read more
1 upvote
5 Replies
Member
November 02, 2022
Would that auto match my HubSpot products to items in QBO if I run the Create Estimate in QBO action in my automation?
Solved
MarwanDajani on November 01, 2022
Here is my process and end goal: I have a deal expiring I auto-create a renewal deal and assign it to the correct user I want to create a quote that is in draft stage and associate it with the new deal. I use custom code to create the new quote read more
Solved
MarwanDajani on October 11, 2022
In my automation, I want to create a task that gets triggered when a deal reaches a certain stage I select "Create Task" action I want the task to say "follow up with [Customer Name]". However, I cannot select this in the Personalize drop down read more
MarwanDajani on October 11, 2022
For context: We have a deal that is about to expire and we want to notify the sales rep to renew the deal In Workflows, I have an automation that auto creates a New Deal .. The trigger is when the Expiry Date of the Old Date reaches a certain read more
Member
October 11, 2022
As I posted this, I figured I can create a new workflow that triggers based off the stage of the new deal.
MarwanDajani on October 11, 2022
For context: We have a deal that is about to expire and we want to notify the sales rep to renew the deal In Workflows, I have an automation that auto creates a New Deal .. The trigger is when the Expiry Date of the Old Date reaches a certain read more
Member
October 11, 2022
As I posted this, I figured I can create a new workflow that triggers based off the stage of the new deal.
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