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chris_p_lukes
Mitwirkender/Mitwirkende | Elite Partner
Mitwirkender/Mitwirkende | Elite Partner
Mitglied seit ‎Feb 15, 2018
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Chris Lukes

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MattDavirro on Juli 28, 2021
Identifying Deals where "Property A" is greater than "Property B" ?
Hi there. I'm wondering if there is away to filter (or trigger a workflow) based on a comparison of two properties? ex. I want to report on all Deals where "Property A" is greater than "Property B" Is there a way I can do this? Beitrag ansehen
Antworten Diskussion Deals Enterprise Reports Workflows
3 Likes
3 Antworten
chris_p_lukes
Mitwirkender/Mitwirkende | Elite Partner
Dezember 30, 2021
I've used this calculated property workaround before, and it's a good workaround. That said, for some applications it can be a bit clunky to have to...Beitrag ansehen
Oscar_bernal on Oktober 06, 2020
Secondary HS Team property
In our company we are currently selling more than one product at the same time in paralel to a given contact, so the possibility of having a secondary owner property is very useful for us. But when it comes to reporting, we face this problem: the "H Beitrag ansehen
Antworten Idee Contacts & Companies
5 Likes
2 Antworten
chris_p_lukes
Mitwirkender/Mitwirkende | Elite Partner
November 16, 2021
I agree this would be very helpful, and I posted a similar request on this Ideas post (which was more about accessing additional user propertie...Beitrag ansehen
austinpostler on Juli 03, 2019
Archive Users (Former Team Members)
When a Team Member leaves our company, we do not delete their Hubspot User account. We like to keep these open for reporting and analytics purposes. Currenlty, we do not have a good way to label these Users that are no longer with the company. Th Beitrag ansehen
Antworten Idee Account Settings
10 Likes
5 Antworten
chris_p_lukes
Mitwirkender/Mitwirkende | Elite Partner
November 16, 2021
I recently saw the option to "Deactivate" a user (opposed to "Remove from Account") start to show up in the Actions menu of User & Teams setting...Beitrag ansehen
_Kevin on April 07, 2017
Make "Salesforce owner phone number" a personalization token
"Make ""Salesforce Owner Phone Number"" a default personalization token just like ""Owner Name"" and ""Owner Email"". Currently the Salesforce properties for Lead Owner Name and Lead Owner Email are automatically pulled into HubSpot properties for Beitrag ansehen
Antworten Idee Integrations
28 Likes
10 Antworten
chris_p_lukes
Mitwirkender/Mitwirkende | Elite Partner
November 16, 2021
It would also be very useful to be able to access the "HubSpot Team" associated with any owner/"HubSpot User" property , whether this is as a person...Beitrag ansehen
KSM on Februar 20, 2020
I'm attempting to build a Chrome plugin to set initial "default" property values for Contact records
Goal - I want to make my salesmen more efficient by initializing specific property values to common "default" values somy salesmen do not have to enter them manually. Scenario - Salesman gets a phone call from a brand new prospect & manually br Beitrag ansehen
Antworten Diskussion Developer tools
1 Likes
17 Antworten
chris_p_lukes
Mitwirkender/Mitwirkende | Elite Partner
Juni 10, 2021
Having created similar workflows to "populate defaults in place of blanks" post-creation, I think another enhancement (that might be simpler to imple...Beitrag ansehen
Gelöst
JeffBantz on November 02, 2020
Change Custom Object Association Cardinality
I have just begun playing around with Custom Objects so any assistance would be appreciated. I would like to set some of the associations to be ONE_TO_ONE rather than ONE_TO_MANY. I've dug through the documentation and don't see the means to update Beitrag ansehen
Antworten Diskussion Timeline and Extensions APIs
13 Likes
23 Antworten
chris_p_lukes
Mitwirkender/Mitwirkende | Elite Partner
Mai 14, 2021
@dennisedson I've been starting to implement some custom objects with cardinality, mostly with ONE_TO_MANY in one direction, but ONE_TO_ONE in the ...Beitrag ansehen
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