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OBetzalel
Top Contributor | Gold Partner
Top Contributor | Gold Partner
Member since ‎Oct 24, 2023
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Omer Betzalel

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OBetzalel on May 28, 2025
Automatically Add Quotes as PDFs to Deals OR transfer
Hi, I would like to check the possibility of transfering the Quote to PDF as attachment to the deal record itself. If not - will it be possible to sync it over as a file with development as part of the integration to the ERP system? Thanks read more
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OBetzalel
Top Contributor | Gold Partner
May 12, 2025
Reply to Exploring Options to Move Our Partner Portal from SharePoint to HubSpot
@karstenkoehler Thank you so much!
Solved
OBetzalel on May 12, 2025
Exploring Options to Move Our Partner Portal from SharePoint to HubSpot
Hi everyone, We’re currently using Microsoft SharePoint to give our partners access to marketing materials. The content is divided into two types: Materials that are shared with all p read more
Reply Discussion Enterprise
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OBetzalel on April 15, 2025
Prevent from creating duplicate company (Existing Domain)
Hi, I want to prevent from users from creating a duplicate company, if it has the same domain, it shows them a warning message but is it possible to configure so it will prevent them (in the standard functionality?) If not, can we do some develo read more
Reply Discussion Enterprise
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OBetzalel
Top Contributor | Gold Partner
April 08, 2025
Reply to Company Owner should view all related Deals
@karstenkoehler You say that If I simply create a HubSpot user type field on the deal object, and use workflow to update this new field with the co...read more
OBetzalel
Top Contributor | Gold Partner
April 08, 2025
Reply to Company Owner should view all related Deals
@karstenkoehler Thanks for the quick reply! This will not help, since we need to have X user as the company owner, and Y,Z,T User as the deal owne...read more
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