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Paul_B
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Member since ‎Mar 6, 2024
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Paul Branson

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Activity

danielma on July 22, 2024
Ability to edit playbook question without losing information
Hi, On behalf of one of our customers, I would like to suggest an enhancement for our playbook questions feature. Currently, when a user edits a playable question (even adding a space will trigger), all previously entered data associated with read more
Reply Idea Playbooks
12 upvotes
1 Reply
Paul_B
Participant
July 23, 2024
I'm pretty shocked that this functionality exists. I initially created a community post with more information that you can view here: HubSpot Comm...read more
Solved
Paul_B on July 16, 2024
Data deleted from Playbooks after edit
Hi all, I'm working to set up a Playbook to use for capturing data associated from MEDDPICC questions on a per deal basis and found that all data associated with a Playbook question gets deleted across all Playbooks if the associated question is read more
Reply Discussion Playbooks Professional
0 upvote
5 Replies
Paul_B
Participant
July 23, 2024
Quick update for this one. I created a ticket and was told that this is expected behavior with no immediate plans to change. I'd caution anyone on ...read more
Solved
Paul_B on July 16, 2024
Data deleted from Playbooks after edit
Hi all, I'm working to set up a Playbook to use for capturing data associated from MEDDPICC questions on a per deal basis and found that all data associated with a Playbook question gets deleted across all Playbooks if the associated question is read more
Reply Discussion Playbooks Professional
0 upvote
5 Replies
Paul_B
Participant
July 23, 2024
Quick update for this one. I created a ticket and was told that this is expected behavior with no immediate plans to change. I'd caution anyone on ...read more
Solved
Paul_B on July 16, 2024
Data deleted from Playbooks after edit
Hi all, I'm working to set up a Playbook to use for capturing data associated from MEDDPICC questions on a per deal basis and found that all data associated with a Playbook question gets deleted across all Playbooks if the associated question is read more
Reply Discussion Playbooks Professional
0 upvote
5 Replies
Paul_B
Participant
July 23, 2024
Quick update for this one. I created a ticket and was told that this is expected behavior with no immediate plans to change. I'd caution anyone on ...read more
Solved
Paul_B on April 03, 2024
Sync and Property Fields
I'm working with the Outreach connector and trying to sync Stage in Outreach to Lead Status in HubSpot when syncing contacts, but it's not working. I assume it's not working because Lead Status in HubSpot is a Radio Select field type. If I create read more
Reply Discussion best practices Integrations Starter
1 upvote
2 Replies
Paul_B
Participant
April 04, 2024
This is perfect. Thanks Jigar.
Solved
Paul_B on April 03, 2024
Sync and Property Fields
I'm working with the Outreach connector and trying to sync Stage in Outreach to Lead Status in HubSpot when syncing contacts, but it's not working. I assume it's not working because Lead Status in HubSpot is a Radio Select field type. If I create read more
Reply Discussion best practices Integrations Starter
1 upvote
2 Replies
Paul_B
Participant
April 04, 2024
This is perfect. Thanks Jigar.
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