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 続きを読む
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. 続きを読む
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"...続きを読む
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...続きを読む
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...続きを読む
Hello! I've been an SDFC admin for decades (really 🙂 ) and I have teams wanting to move to Hubspot for a CRM. This is pretty basic... I've been reading about Sources, Drill Down fields, etc. I'm looking to build something similar to "Lead So 続きを読む
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 続きを読む
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. 続きを読む