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BButterfield
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Member since ‎Mar 1, 2024
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Brandon Butterfield

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BButterfield on March 25, 2024
Automated email to lost deals
Hi Everyone, Apologies if this isnt the right location. Before the question let me explain the use case; In our business it is common to have multiple open deals in hubspot for a company. We can have a deal for a certain product or service and then read more
Reply Discussion Knowledge Base Marketing Sales Workaround Workflows
0 upvote
2 Replies
Solved
BButterfield on March 01, 2024
How to make Primary company (associated company) and Company Name match automatically?
Hello, I am trying to figure out how to setup an automation that will match the company name field to whatever the generated associated company is. 95% of the time hubspot generates the correct associated company name and it is redudant to them man read more
Reply Discussion Best Practices Custom Objects Workflows
1 upvote
9 Replies
BButterfield
Member
March 04, 2024
Thank you! @Jnix284
Solved
BButterfield on March 01, 2024
How to make Primary company (associated company) and Company Name match automatically?
Hello, I am trying to figure out how to setup an automation that will match the company name field to whatever the generated associated company is. 95% of the time hubspot generates the correct associated company name and it is redudant to them man read more
Reply Discussion Best Practices Custom Objects Workflows
1 upvote
9 Replies
BButterfield
Member
March 04, 2024
Thank you! @Jnix284
Solved
BButterfield on March 01, 2024
How to make Primary company (associated company) and Company Name match automatically?
Hello, I am trying to figure out how to setup an automation that will match the company name field to whatever the generated associated company is. 95% of the time hubspot generates the correct associated company name and it is redudant to them man read more
Reply Discussion Best Practices Custom Objects Workflows
1 upvote
9 Replies
BButterfield
Member
March 04, 2024
Thank you! @Jnix284
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