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MeganLegge
HubSpot-Produktteam
HubSpot-Produktteam
Mitglied seit ‎Mär 27, 2017
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Megan Legge

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Lisanne on Juli 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p Beitrag ansehen
Antworten Idee Deals Workflows
129 Likes
49 Antworten
MeganLegge
HubSpot-Produktteam
Dezember 07, 2022
Hi @BDuff & @JQuan0 and everyone, We're still actively working on this and hope to have a feature ready for beta testing early in the n...Beitrag ansehen
jbogaert on Mai 24, 2022
Discussion Thread | Operations Hub Show & Tell (Q2 2022)
Hello! The Operations Hub Show & Tell is back! Tomorrow, May 25 at 10, our product team will talk about Operations Hub, what it is, and how they're thinking about its future. Joining us will be Frans Leys (Data Sync), Mega Beitrag ansehen
Antworten Diskussion Data Quality Automation Data Sync Datasets
1 Likes
6 Antworten
MeganLegge
HubSpot-Produktteam
September 07, 2022
Hi @Hawk-Steve , The error is because the validation here is essentially interpreting "00001" as an incorrectly entered "1." To force a 5 digit r...Beitrag ansehen
Lisanne on Juli 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p Beitrag ansehen
Antworten Idee Deals Workflows
129 Likes
49 Antworten
MeganLegge
HubSpot-Produktteam
Dezember 07, 2022
Hi @BDuff & @JQuan0 and everyone, We're still actively working on this and hope to have a feature ready for beta testing early in the n...Beitrag ansehen
CéliaMOLINA on Januar 28, 2021
Based on a date for deals
Hello, I recently had a project I wanted to include in my Hubspot management and workflows. The project was to change a specific roperty in Deals section, to another one, each end of month. For example, each 30th of the month , I want my deal Beitrag ansehen
Antworten Idee Deals
3 Likes
2 Antworten
MeganLegge
HubSpot-Produktteam
September 01, 2022
Hi All, Functionality like this is possible with a new workflow action that's available to all customers using the workflows app. The new ...Beitrag ansehen
kropfy247 on Juli 01, 2022
Time Based Criteria for Deal based workflows
It seems the only time based entity you can create workflows on are contacts. It owuld be logical to have this on Deals as well you want to be able to manage and alert based on deals and their close or open date. EG, send a message to a sa Beitrag ansehen
Antworten Idee Deals Workflows
0 Likes
1 Antwort
MeganLegge
HubSpot-Produktteam
September 01, 2022
Hi @kropfy247 This is now possible with a new workflow action that's available to all customers using the workflows app. The new delay ac...Beitrag ansehen
Leadstreet-M on Juli 19, 2021
Company workflow based on date property
Hi, we know from the documentation that we can create contact workflows based on a date property. This would allow an automated "happy birthday" email each year. See here: https://knowledge.hubspot.com/workflows/create-center-on-a-date-or- Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
1 Likes
2 Antworten
MeganLegge
HubSpot-Produktteam
September 01, 2022
Hi, This is now possible with a new workflow action that's available to all customers using the workflows app. The new delay action (Delay unt...Beitrag ansehen
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