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SLear
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Member since ‎Feb 28, 2024
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Sebastian Lear

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SLear on November 05, 2024
Lead to Primary Company Association - Creating leads via the API
Hi, I need to bulk import some leads into HubSpot as part of moving over our B2B sales team. There is no import option on the front end so I'm looking to sort this via the API. I've got a script setup to loop through some names etc and I hav read more
Reply Discussion Best Practices Companies CRM Sales
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SLear on August 06, 2024
How can I prevent a deal from moving to closed won if there are open tickets?
I've created a deal property called 'has open tickets?' that I use a workflow to populate based on any associated tickets being in status group = open. This field is only viewable for our hubspot teams. My goal is to make it so that a deal canno read more
Reply Discussion Best Practices Deals Tickets Workaround
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SLear
Member
July 17, 2024
Reply to Limit who can create new object records (companies, deals, contacts, etc)
Absolute must!
SLear
Member
May 10, 2024
Reply to Unify Inbox/Help Desk Comments and Ticket Notes
Needed! Similarly, comments on tickets are set by default to only be accesible to that person's team. This is really unhelpful if tickets need to be ...read more
SLear
Member
February 28, 2024
Reply to Recording of Microsoft team meetings
This would be incredibly valuable to us too
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