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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 23, 2024
Hello, We currently have a workflow where a deal closes it sends an email to our finance team letting them know this deal has been closed. Is it possible to send this to users who are not in Hubspot? Right now all the finance team is in Hubspot as read more
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CClark3 on April 30, 2024
Hello, I'm trying to create a report in Hubspot as we are running a contest for increasing our deal count by 4x what is currently in each pipeline. The deals have to meet certain criteria before it can be qualified for the contest but i would li read more
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Member
April 30, 2024
For context we are doing this by Account/company so the company number of deals should be increased by 4x between May through June is the contest tim...read more
CClark3 on April 30, 2024
Hello, I'm trying to create a report in Hubspot as we are running a contest for increasing our deal count by 4x what is currently in each pipeline. The deals have to meet certain criteria before it can be qualified for the contest but i would li read more
0 upvote
1 Reply
Member
April 30, 2024
For context we are doing this by Account/company so the company number of deals should be increased by 4x between May through June is the contest tim...read more
Solved
CClark3 on April 29, 2024
Hello, I have a question in case anyone possibly knows, How are the deal URLs created? For example: https://app.hubspot.com/contacts/5424656/record/0-3/15865742643, I understand the first set is our Portal ID( 5424656 ) and the last set of number read more
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2 Replies
CClark3 on April 12, 2024
Hello, We have a field were a signed contract needs to be uploaded before a deal can be closed. However we include this field in a workflow that takes users directly to the deal but this field is not in direct view and to avoid people looking fo read more
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CClark3 on April 12, 2024
Hey there, I am looking to create a workflow email whenever we close a deal however, I need a field in the email to show who was the Hubspot user that moved our deal to the closed won stage. Is there a way to have last modified user be a field i read more
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Member
April 12, 2024
To add more context, I would like to have the user name be populated when this happen, I see we can add by user ID but is it possible to have the use...read more
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