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CClark3
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Member since ‎Jan 30, 2024
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Cody Clark

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CClark3 on May 08, 2025
Last activity date not working on custom objects
Hello, We created a custom object that is similiar to a deal. However we want a way to capture the most recent note on this object. We have a workflow built on the deal object that captures the most recent note activity on the deal. When I tried read more
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CClark3 on April 29, 2025
Removing Company Associations
Hello, We have some deals that we recently changed companies for on the deal. These deals now show 2 companies attached, is it a way within Hubspot that will allow you to do a mass removal of these secondary companies that do not have the primary la read more
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CClark3
Participant
April 28, 2025
Reply to Associating Notes to custom objects
Yes I'm referring to acitvity/engagement. I just went through this and added but it still does not allow me to create the worflow that will copy the ...read more
Solved
CClark3 on April 28, 2025
Associating Notes to custom objects
Hello, We have created a custom object called Sales Play which we need to be able to capture the most recent note in case its captured in the note section. We have a similar workflow built for deals and contacts where if a note is left a workflow c read more
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CClark3 on March 14, 2025
Sequence Open Rate
Hello, We recently created a seqeuence and we are trying to understand the metrics. We have 3 responses to the sequence however supposedly no one has opened or clicked on the email which would have to be incorrect. Could this be an issue with how read more
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CClark3 on March 12, 2025
Adding calculation field
Hello, Is it possible to add an Or function in a calculated field. So we have 2 properties that captures revenue by the region. So we have Americas Line item revenue and Europe linje item revneue I need to add these 2 fields together so we can s read more
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