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aliciapea
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Member since ‎Apr 24, 2017
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twinloger on April 12, 2021
line items - use in workflows
Hi, does anyone know if the items (name, quantity, unit price, margin etc) from line items can be used in workflows? We need to use this data in the properties of the deal in the left bar. Summaries such as TCV, ACV, ARR, MRR are not enough for us. read more
Reply Discussion CRM Deals How-To Sales Workflows
40 upvotes
17 Replies
aliciapea
Participant
April 26, 2022
Hi, I'm not the OP but I can talk about my own use case - I have two pipelines, and sales and a shipping pipeline. When a deal is closed in my sales ...read more
DiegoSantos on October 19, 2020
Ask me anything! Estrategia y consejos de redes sociales
Hola a todos, Soy Diego Santos, marketing manager para HubSpot Latinoamérica & Iberia, y esta semana (19-23 Octubre de 2020) estaré realizando un Ask Me Anything (Pregúntame lo que quieras) sobre redes sociales a través de este hilo de la read more
Reply Discussion Redes Sociales Social
0 upvote
7 Replies
aliciapea
Participant
October 20, 2020
Hola @DiegoSantos ¡Genial éste tema! Estoy de acuerdo contigo con lo que debemos ser un poco más socialmente conscientes, sin embargo enc...read more
Solved
aliciapea on October 19, 2020
Flujo de trabajo con la acción del usuario
Hola, Me gustaría crear un flujo de trabajo, similar a la función de las secuencias, en el que se espera una acción de un usuario y luego se decide el camino a seguir por una función de "Si Entonces". Ejemplo: Contacto rellena un formulario pa read more
Reply Discussion Formulario Secuencias Workflow
0 upvote
2 Replies
aliciapea
Participant
October 20, 2020
gracias por responder @AlexUngarp ! voy a probar con lo que me compartes
Solved
aliciapea on October 20, 2020
Importación de objetos personalizados y asociación con empresas
Hola, He creado unos objetos personalizados que son necesarios para asociarse con Contactos y Empresas a través de la importación. Sin embargo cuando trato de importarlo, se crean duplicados de empresas, y no entiendo bien lo que sucede, ¿alguien read more
Reply Discussion empresas importación Objetos Personalizados
0 upvote
2 Replies
Solved
aliciapea on October 19, 2020
Flujo de trabajo con la acción del usuario
Hola, Me gustaría crear un flujo de trabajo, similar a la función de las secuencias, en el que se espera una acción de un usuario y luego se decide el camino a seguir por una función de "Si Entonces". Ejemplo: Contacto rellena un formulario pa read more
Reply Discussion Formulario Secuencias Workflow
0 upvote
2 Replies
aliciapea
Participant
October 20, 2020
gracias por responder @AlexUngarp ! voy a probar con lo que me compartes
Solved
julie_apartmint on July 10, 2017
How can I use web hooks for Deals update in Sales Board
In my account, I have Sales and Marketing, how can I setup a web hook for received notification in my external server? The web hooks option is not shown in either sales or marketing board. I created a development account but it looks can not ass read more
Reply Discussion
0 upvote
1 Reply
aliciapea
Participant
July 21, 2017
Hi @julie_apartmint , do you have access to the Workflows tool? If so, you can use webhooks as an action in a workflow, which is triggered follow...read more
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