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RandyPat
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Member since ‎Oct 13, 2022
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RandyPat
Contributor
August 26, 2025
Reply to How to Share a Report with Data Breakdown Directly in the Email (Not in HubSpot App)
What about creating a board and share the board that includes the 2 charts ?
Solved
RandyPat on August 06, 2025
Prevent workflows from triggering when a user is on vacation?
Hi everyone 👋 I’m wondering if anyone has faced a similar situation with HubSpot workflows. In my company (real estate), each user (our property finders) manages a portfolio of clients. We’ve set up workflows that trigger automatically when read more
Reply Discussion Enterprise
0 upvote
1 Reply
Solved
RandyPat on July 11, 2025
Display HTML or internal links inside a CRM card (Deal view)
Hi everyone, I'm trying to create a custom CRM card that would appear in the right-hand panel of a Deal record, with the simple goal of displaying a block of helpful internal links for our team. 🎯 Use case: We have a Notion-based internal kn read more
Reply Discussion Enterprise
0 upvote
3 Replies
RandyPat
Contributor
July 10, 2025
Reply to Issue Connecting Multiple WordPress Sites to HubSpot via Avada
Unfortunately not 😞
RandyPat
Contributor
May 21, 2025
Reply to How to Unsubscribe a deal from a workflow if it's enrolled in another workflow?
As always thank you Karsten !
Solved
RandyPat on May 21, 2025
How to Unsubscribe a deal from a workflow if it's enrolled in another workflow?
Hi everyone, I'm working with deal- based workflows in HubSpot, and I need some help setting up an automation rule. 🔁 Here's what I'm trying to achieve: If a deal is enrolled read more
Reply Discussion Workflows
0 upvote
2 Replies
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