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KatyG1
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Member since ‎Jun 4, 2024
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Katy Gallucci

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KatyG1 on November 29, 2024
Slack alert - Old Amount and New Amount
Hello! I'm building out a series of Slack alerts around changes in deals. I built one for when the Amount changes, but would like to include the previous Amount value. I'm thinking about how I could save this value in a "history" field OR use read more
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KatyG1
Participant
August 03, 2024
Reply to AUTOMATION: Update lifecycle status when Sales sends an email to a contact
Thank you so much, this worked exactly as I needed it to!
Solved
KatyG1 on August 01, 2024
AUTOMATION: Update lifecycle status when Sales sends an email to a contact
Hello! I'm hoping to build a workflow that changes the Lifecycle Status from New to Working when an email is sent from a Sales person. Sales emails are captured in Hubspot but I can't figure out how to use that to trigger the workflow update. read more
Reply Discussion Professional
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KatyG1
Participant
June 05, 2024
Reply to Lead Sources - Simple Roll Up
I figured out why it's happening, but not sure about the solution... It's working if the Drill Down value is set in lowercase "userxyz, crm_id, etc"...read more
KatyG1
Participant
June 04, 2024
Reply to Lead Sources - Simple Roll Up
I selected the wrong one 🙂 We have professional. I built my workflow - I'm using Drill Down Source 2 and assigning a value to a new field called...read more
KatyG1
Participant
June 04, 2024
Reply to Lead Sources - Simple Roll Up
Thanks, Ben! Would you happen to have a recommendation on how to push/summarize data in that custom field? I'm used to writing flows or building form...read more
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