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SBalleroni
Participant | Elite Partner
Member since ‎Feb 9, 2023
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Sara Balleroni

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Activity

CaitlinRose on March 03, 2021
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
310 upvotes
59 Replies
Participant | Elite Partner
November 02, 2023
Some of my customers have multiple resellers all over the world, so in HubSpot we create the resellers as companies and associates them with the B2C ...read more
Solved
BBarclay98 on October 26, 2023
Hello, We currently have two companies within our group using HubSpot. Sometimes a prospect will be added to one of our companies portal but they will not be able to quote for that work and it will need to be passed across to the other company read more
0 upvote
4 Replies
Participant | Elite Partner
October 30, 2023
Hi @BBarclay98 , have you though about using an integrator as Zapier? You could use one portal Deals has a trigger for the task (workflow) in Hub...read more
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