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MarwanDajani
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Membre depuis ‎oct. 2, 2022
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Marwan Dajani

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Activité

karstenkoehler le Décembre 11, 2022
Workflow draft permissions / workflow publish permissions
At the moment, workflow permissions aren't as nuanced as email permissions. Users with edit permissions for workflow can edit live processes while permissions for marketing emails, for example, differentiate between suggesting changes (edit) and pub Lire la suite
Répondre Idée Workflows
95 Mentions J'aime
15 Réponses
MarwanDajani
Participant
Juin 20, 2023
We have 21 active workflows currently running as we automate our business. We have more planned to come as well. As our business grows, we are findin...Lire la suite
Résolues
MarwanDajani le Juin 20, 2023
Draft Workflows Feature Request
We have 21 active workflows currently running as we automate our business. We have more planned to come as well. As our business grows, we are finding ways to improve and expand our current workflows. Right now, I have 12 workflows that I want Lire la suite
Répondre Discussion Programmable Automation
0 Mention J'aime
1 Réponse
Résolues
MarwanDajani le Novembre 01, 2022
How do I get my EXISTING QBO items sync over to Hubspot Products?
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 Lire la suite
Répondre Discussion Data Sync
1 Mention J'aime
5 Réponses
MarwanDajani
Participant
Novembre 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?
Résolues
MarwanDajani le Novembre 01, 2022
How do I get my EXISTING QBO items sync over to Hubspot Products?
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 Lire la suite
Répondre Discussion Data Sync
1 Mention J'aime
5 Réponses
MarwanDajani
Participant
Novembre 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?
Résolues
MarwanDajani le Novembre 01, 2022
Does creating a quote through custom code not work?
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 Lire la suite
Répondre Discussion Custom Code Actions
0 Mention J'aime
3 Réponses
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MarwanDajani le Octobre 11, 2022
Getting the company name associate to a deal to add in my Task personalization
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 Lire la suite
Répondre Discussion Programmable Automation
0 Mention J'aime
1 Réponse
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