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TrujayJay
Stratege/Strategin | Elite Partner
(He/they)
Stratege/Strategin | Elite Partner
Mitglied seit ‎Mär 1, 2018
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  • Lösungen
    12
  • Antworten
    66
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    28
  • Likes erhalten
    99
  • Ideenforum
    2

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lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Beitrag ansehen
Antworten Idee Deals Products & Quotes Workflows
651 Likes
180 Antworten
TrujayJay
Stratege/Strategin | Elite Partner
April 03, 2024
Hey HubSpot team... It's been over a year since we've had an update. Any news?
Gelöst
CoachRWRWalker on November 06, 2023
migrating from PipeDrive
Has anybody done this? Any advice on matching fields? I principally use pipe drive for organizations (not individuals) and have some custom fields Any other advice or support available?
Antworten Diskussion Free
0 Likes
4 Antworten
TrujayJay
Stratege/Strategin | Elite Partner
März 13, 2024
Absolutely! You can see our pricing here: https://www.trujay.com/pricing
Adriane on Februar 27, 2024
Unlock Deal Cloning in HubSpot: Easy workaround with two short workflows
We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H Beitrag ansehen
Antworten Diskussion best practices CRM Deals Enterprise How-To Professional Quick Tutorial Sales Workaround Workflows
6 Likes
6 Antworten
TrujayJay
Stratege/Strategin | Elite Partner
Februar 27, 2024
Great workaround! I might also suggest Clone Attack by hapily...
Gelöst
AKlobnock on Februar 27, 2024
Custom Object: Modify primary key
Hello - I'm using a reverse ETL to create records and update hubspot from our postgres DB. I have a custom object and we previously used the hubspotID as the unique identifier to identify records to either update. Our process has changed and we no Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
1 Antwort
TrujayJay
Stratege/Strategin | Elite Partner
Februar 27, 2024
Hey @AKlobnock ! Once you set the primary key, you're not able to change it without rebuilding the custom object.
Gelöst
jimmm on Februar 27, 2024
All Call logs page
Hi, I was looking for a page or list where all the calls is being logged. Thanks!
Antworten Diskussion Calling
0 Likes
2 Antworten
TrujayJay
Stratege/Strategin | Elite Partner
Februar 27, 2024
Hey @jimmm ! You can access it from here (replace x's with your hub id): https://app.hubspot.com/contacts/ xxxxxxx /objects/0-48/views/recorded_cal...Beitrag ansehen
XiShen on Februar 27, 2024
Update Contact Properties from Slack Channel Notification
Hey Guys, it seems to be pretty easy to setup create/send notification in slack when HubSpot data have updates. However, how do we do it backwards? For example, we have a slack channel linked with booking tool, in the slack channel we will receive Beitrag ansehen
Antworten Diskussion Contacts Forms Integrations Workflows
0 Likes
8 Antworten
TrujayJay
Stratege/Strategin | Elite Partner
Februar 27, 2024
Hey @XiShen ! I'm not aware of a way to do this natively. We have a Slack & HubSpot integration and could do this custom for you, though: http...Beitrag ansehen
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