CBirkett1

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Replies
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Upvotes Given
11
Upvotes Received
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Cameron Birkett

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Activity

clmthaz on November 06, 2023

Regex for property validation rules

A type of property validation rule with regular expressions would make it possible to go further and validate fields directly with the correct values.

Reply Idea Contacts & Companies Deals Properties

10 upvotes

7 Replies

CBirkett1

Participant

December 09, 2024

@rwebb1 Very much pleased to see the beta! Some feedback from us. In forms, the validation doesn't apply unless the field is required. See exampl...read more

JFord7 on December 05, 2022

Personalization Token with a URL based off of property

Hi all, I have scoured the boards looking for an answer to this and did not come across one. In my org, we partner with many different associations for our product. When dealing with inbound leads, we have created a property called "Partner Prog read more

Reply Discussion Sales

0 upvote

4 Replies

CBirkett1

Participant

December 02, 2024

Hi @JFord7 I believe this is now in beta! Search for "URL Personalisation Token Support in email" in the product Updates and you can opt in! I wa...read more

CBirkett1 on November 27, 2024

'Sync' property Options

An option to 'Sync' the options in the enumeration properties (Dropdown/Radio/Multi-Select) across properties & object. For example, if I have a {contact_property.country} with 3 options {England, Wales, Scotland} and a {company_property.countr read more

Reply Idea Properties

0 upvote

0 Reply

CBirkett1 on November 19, 2024

Is is possible to increase the scopes allowed on make.com and zapier

I'm looking to have make.com and zapier utilize the orders object better. Since you can't use or create the object in a workflow, we would hope to generate and process orders in an iPaas such as make or zapier. When I create a custom action to POS read more

Reply Discussion Zapier

0 upvote

3 Replies

CBirkett1

Participant

November 20, 2024

Thanks for the response kennedy. This is a similar example (I must've deleted my orders one, but the same issue occurs) Where I try to post update...read more

CBirkett1 on November 19, 2024

Is is possible to increase the scopes allowed on make.com and zapier

Reply Discussion Zapier

0 upvote

3 Replies

CBirkett1

Participant

November 20, 2024

Thanks for the response kennedy. This is a similar example (I must've deleted my orders one, but the same issue occurs) Where I try to post update...read more

arlogilbert on November 10, 2021

Association Label Requirements (and Association Requirements)

It would be great if we could require CRM object association as part of the creation of another CRM Object. For example, a deal always has a company and at least one contact, yet we have no way of requiring that these two items be selected. It w read more

Reply Idea Deals

57 upvotes

30 Replies

CBirkett1

Participant

November 05, 2024

Beta works pretty good. Only issue I have come across is you can only force a primary company on a deal-create form. I'd like the option to chose whi...read more

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