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lofeierbach
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Member since ‎Sep 11, 2024
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Logan Feierbach

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lofeierbach on September 17, 2024
Copy Contact Properties to Deal upon Assignment
Hi everyone! I am new to the world of HubSpot but I have been an admin of Salesforce for about 5-6 years now - so I am just getting familiarity with the product. I am trying to build a workflow that copies properties from a 'contact' record read more
Reply Discussion RevOps
0 upvote
5 Replies
lofeierbach
Member
September 19, 2024
Thanks everyone! I decided to ultimately just have a checkbox on the contact that designates it as the 'discovery contact' which enrolls it in the wo...read more
Solved
lofeierbach on September 17, 2024
Copy Contact Properties to Deal upon Assignment
Hi everyone! I am new to the world of HubSpot but I have been an admin of Salesforce for about 5-6 years now - so I am just getting familiarity with the product. I am trying to build a workflow that copies properties from a 'contact' record read more
Reply Discussion RevOps
0 upvote
5 Replies
lofeierbach
Member
September 19, 2024
Thanks everyone! I decided to ultimately just have a checkbox on the contact that designates it as the 'discovery contact' which enrolls it in the wo...read more
Solved
lofeierbach on September 17, 2024
Copy Contact Properties to Deal upon Assignment
Hi everyone! I am new to the world of HubSpot but I have been an admin of Salesforce for about 5-6 years now - so I am just getting familiarity with the product. I am trying to build a workflow that copies properties from a 'contact' record read more
Reply Discussion RevOps
0 upvote
5 Replies
lofeierbach
Member
September 19, 2024
Thanks everyone! I decided to ultimately just have a checkbox on the contact that designates it as the 'discovery contact' which enrolls it in the wo...read more
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