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chris_p_lukes
Colaborador(a) | Parceiro Elite
Colaborador(a) | Parceiro Elite
Membro desde ‎fev 15, 2018
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MattDavirro on Julho 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? Leia mais
Responder Discussão Deals Enterprise Reports Workflows
3 avaliações positivas
3 Respostas
chris_p_lukes
Colaborador(a) | Parceiro Elite
Dezembro 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...Leia mais
Oscar_bernal on Outubro 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 Leia mais
Responder Idéia Contacts & Companies
5 avaliações positivas
2 Respostas
chris_p_lukes
Colaborador(a) | Parceiro Elite
Novembro 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...Leia mais
austinpostler on Julho 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 Leia mais
Responder Idéia Account Settings
10 avaliações positivas
5 Respostas
chris_p_lukes
Colaborador(a) | Parceiro Elite
Novembro 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...Leia mais
_Kevin on Abril 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 Leia mais
Responder Idéia Integrations
28 avaliações positivas
10 Respostas
chris_p_lukes
Colaborador(a) | Parceiro Elite
Novembro 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...Leia mais
KSM on Fevereiro 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 Leia mais
Responder Discussão Developer tools
1 avaliações positivas
17 Respostas
chris_p_lukes
Colaborador(a) | Parceiro Elite
Junho 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...Leia mais
Solucionado
JeffBantz on Novembro 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 Leia mais
Responder Discussão Timeline and Extensions APIs
13 avaliações positivas
23 Respostas
chris_p_lukes
Colaborador(a) | Parceiro Elite
Maio 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 ...Leia mais
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