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GaryTesta
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Member since ‎Feb 10, 2019
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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
0 upvote
2 Replies
GaryTesta
Contributor
November 17, 2020
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
Solved
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
0 upvote
2 Replies
GaryTesta
Contributor
November 17, 2020
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
Solved
GaryTesta on September 03, 2020
Workflow - How to set Deal Owner by Country?
We are using SyncQ to import all of our QuickBooks Online estimates as Deals into HubSpot. So far its work incredibly well (It also imports all of our QBO invoices into the companies we send them to so they show up on their activity timeline!) . read more
Reply Discussion Deals
1 upvote
8 Replies
GaryTesta
Contributor
November 14, 2020
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
margo_northcutt on March 08, 2018
Filter Deals by associated Products
Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem read more
Reply Idea Deals
244 upvotes
72 Replies
GaryTesta
Contributor
November 14, 2020
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
Solved
GaryTesta on October 15, 2020
Document Download Tracking - How to do it right?
We have an extensive library of downloadable PDF documents. Things like datasheets, technical briefs, system models, etc. Today we ask for name, email address and an area of interest as well as if the are ok with us pushing out our news letters an read more
Reply Discussion Documents File Manager Forms Professional
5 upvotes
6 Replies
GaryTesta
Contributor
October 29, 2020
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
amoa on February 10, 2020
Use clicks on Sales Documents as trigger (e.g. for workflow)
Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document read more
Reply Idea Lists Sales Documents Sales Reporting Workflows
182 upvotes
42 Replies
GaryTesta
Contributor
October 29, 2020
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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