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GaryTesta
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Member since ‎Feb 10, 2019
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GaryTesta
Contributor
November 17, 2020
Reply to How to copy Contact Owner Property to Deal Owner Property
Thanks Karsten, I'm not clear why Hubspot has such a limitation in terms of copying? They are all just properties, its very restrictive to have to c...read more
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GaryTesta on November 14, 2020
How to copy Contact Owner Property to Deal Owner Property
I'm trying to create an automation for our Shopify Integration that will automatically assign the Deal Owner based on the Deals associated Contact Owner. the workflow: Enroll if a Shopify uploaded Deal See if the Deal has an existing Owner read more
Reply Discussion Contacts CRM Deals Professional
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GaryTesta
Contributor
November 14, 2020
Reply to Workflow - How to set Deal Owner by Country?
Thanks Neal the ability to paste in external lists is great! But its a shame we can't just link these lists to external source like google sheets. ...read more
GaryTesta
Contributor
November 14, 2020
Reply to Filter Deals by associated Products
Add another frustrated user to the list, again basic functionality and every decent CRM has, HubSpot why is it that you ignore the basics like this? ...read more
GaryTesta
Contributor
October 29, 2020
Reply to Document Download Tracking - How to do it right?
Karsten thanks for your input. Unfortunately, the approach you recommended has a couple of issues that really didn't solve our problem. It's amazin...read more
GaryTesta
Contributor
October 29, 2020
Reply to Use clicks on Sales Documents as trigger (e.g. for workflow)
This is so basic and would be hugely helpful if a Document URL click could be used as an enrollment trigger for workflows and sequences, similar to w...read more
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