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ds_cv
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Member since ‎Aug 29, 2018
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David Smith

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ds_cv on February 05, 2019
Add contact and/or company timeline activity to deal from workflow
I've set up a workflow that creates a deal in our sales pipeline when the lead status of a contact is changed. The problem is that the timeline activity/emails from the contact or others from the company is not synced automatically with the deal in read more
Reply Idea Contacts & Companies Deals Workflows
76 upvotes
34 Replies
ds_cv
Participant
May 19, 2019
@StephThy yeah 100% , meetings/calls/tasks/notes/emails. I could imagine some might want the web analytics and workflow activity but that's less of...read more
Solved
Yowza on February 07, 2019
Text-Transform hack for all caps to proper case
Personalzing an auto-response email to form submissions and trying to correct for improper casing on submitter data. Using text-transform options I can obviously switch to all CAPS, all lower, or force a Capital first letter. Using Capitalize I ca read more
Reply Discussion
6 upvotes
22 Replies
ds_cv
Participant
April 01, 2019
Thanks for making this. Been searching for a solution for ages!
ds_cv on February 05, 2019
Add contact and/or company timeline activity to deal from workflow
I've set up a workflow that creates a deal in our sales pipeline when the lead status of a contact is changed. The problem is that the timeline activity/emails from the contact or others from the company is not synced automatically with the deal in read more
Reply Idea Contacts & Companies Deals Workflows
76 upvotes
34 Replies
ds_cv
Participant
May 19, 2019
@StephThy yeah 100% , meetings/calls/tasks/notes/emails. I could imagine some might want the web analytics and workflow activity but that's less of...read more
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