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EConsulting
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Member since ‎Jun 7, 2023
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EConsulting on August 29, 2023
ZoomInfo Intergrations
what actions can we take to set up a foundation to secure a minimum of 20 marketing qualified leads per month? Right now we're running Google Ads PPC and a LinkedIn ad campaign that is not getting as much traction as we'd like. I think the main thin read more
Reply Discussion Email
1 upvote
2 Replies
Solved
EConsulting on August 28, 2023
Workflow Salesforce & HubSpot
We need to create an automated workflow in HubSpot. When an Opp is created in SF ___ needs to happen in HubSpot. what is the best course of action to do this?
Reply Discussion Automation
0 upvote
1 Reply
Solved
EConsulting on June 15, 2023
Workflow using Date property, possibly might need to be coded
I have a use case workflow that I need help with. What needs to happen is when a record gets created the date property needs to have the first every record date there instead of having the new record date created on that property. An examp read more
Reply Discussion Timeline and Extensions APIs
0 upvote
2 Replies
Solved
EConsulting on June 15, 2023
Custom Workflow
Is there a way to differentiate between the earliest and latest record date using a workflow. not sure if it's possible to do this, but let me know. In our use case, we have 2 custom properties that need to return a date value for first volunteer read more
Reply Discussion Workflows
0 upvote
4 Replies
EConsulting
Member
June 15, 2023
how can I make the custom code that will retrieve the start date as the first volunteer date instead of the most recent date?
Solved
EConsulting on June 15, 2023
Custom Workflow
Is there a way to differentiate between the earliest and latest record date using a workflow. not sure if it's possible to do this, but let me know. In our use case, we have 2 custom properties that need to return a date value for first volunteer read more
Reply Discussion Workflows
0 upvote
4 Replies
EConsulting
Member
June 15, 2023
how can I make the custom code that will retrieve the start date as the first volunteer date instead of the most recent date?
Solved
EConsulting on June 07, 2023
Setting up Private Pages
How can I use crm_objects to set up and display volunteer job records on the privately accessed page 'Volunteer Jobs'? - I've went on design tools and created a module to set-up the custom object "volunteer jobs", but I am not getting any record read more
Reply Discussion Developer
0 upvote
1 Reply
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