bmauger

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Brian Mauger

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bmauger

Participant

June 29, 2023

Reply to Original source set to "Offline sources"

Hi @IsaacTakushi - the "Forms API endpoint" link is taking to a 404 page. Is there a new page for this or any updates to the workarounds here since...read more

bmauger

Participant

May 06, 2022

Reply to Notifications when company is tagged on social media

Yes Yes Yes. With the integration in social media accounts, this seems doable.

bmauger

Participant

January 06, 2022

Reply to Copy Product Information

🎉 I was able to create a Zap in Zapier to copy line items from won deals to the cloned renewal deal. It even carries through discounts, quantities,...read more

bmauger

Participant

April 16, 2020

Reply to Multiple Domains per Company

PLEASE fix this. Merging companies is almost not helpful without it, however the need goes way beyond that. Possibly the enhancement with the mo...read more

bmauger

Participant

October 21, 2019

Reply to Change Contact Owner if Meeting Booked

I have a workflow performing well to accomplish this. First make a list for each rep: At least one associated activity has Activity crea...read more

bmauger

Participant

September 04, 2019

Reply to Contact or Company Tags?

There's one other benefit that I've come across in additional to having a property consistent across contact types (contacts/companies/deals/etc.). ...read more

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