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sd_soundstripe
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Member since ‎Feb 3, 2023
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sd_soundstripe
Participant
November 08, 2024
Reply to Copy COMPANY owner to DEAL owner
Thanks! This worked.
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sd_soundstripe on November 08, 2024
Copy COMPANY owner to DEAL owner
We have a workflow that creates a new deal for a renewing customer. Companies are assigned to Account Managers. That Account Manager needs to be assigned to the deal. There doesn't seem to be any way to copy properties from different objects. An read more
Reply Discussion Enterprise
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sd_soundstripe
Participant
April 14, 2023
Reply to Assign tasks from a sequence to different users
Hubspot has you covered: https://knowledge.hubspot.com/workflows/create-workflows Workflows are similar to sequences. You create an event to trigge...read more
sd_soundstripe
Participant
April 13, 2023
Reply to Assign tasks from a sequence to different users
Any reply / update to this request? Any work arounds? I looked into this more. You can do this via a Workflow and if you're on Enterprise, you ca...read more
sd_soundstripe
Participant
February 20, 2023
Reply to How can I figure out what workflow is being used?
Yes - that task is attached to a deal and contact. The history indicates it was created as part of a workflow. The problem is - I can't figure out th...read more
sd_soundstripe
Participant
February 17, 2023
Reply to How can I figure out what workflow is being used?
Thanks for the tip. Unfortuantely, nothing's under the Automate tab. I can see that a workflow automation is triggering the task, but the history...read more
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