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Jennifer Hillman

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HubLove

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Fevereiro 02, 2022

Reply to Option to automatically add a product to a deal with workflows

Hi TPapaen! You can automatically assign an amount to any new deal created by using the Create New Record (Deal) function and then Set Deal Property....Leia mais

HubLove

Participante

Janeiro 14, 2022

Reply to Option to automatically add a product to a deal with workflows

HI Ethan, Thank you for the update on this. This is a really important function in order for us to start using products and line items. I would love t...Leia mais

HubLove

Participante

Novembro 12, 2021

Reply to Custom Report Builder : The Ability to perform "Count IF"

This would be an instrumental reporting function that would allow us to ensure each active deal has the appropriate contacts with buyer's roles assoc...Leia mais

HubLove

Participante

Novembro 10, 2021

Reply to Line Item-Based Workflows

Yes, being able to copy line items from our Sales Pipeline to our Current Live pipeline would allow us to use this function.

HubLove

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Outubro 11, 2021

Reply to Create multiple contacts from one form submission

Hi Lankester, Yes, On my form submission I created a second set of contact properties that you can see here below. I then created a workflow th...Leia mais

HubLove

Participante

Setembro 22, 2021

Reply to Option to automatically add a product to a deal with workflows

Hi Kastraver, HubSpot still doesn't have the functionality to copy products from one deal to another deal. The Product and Quotes object table isn't...Leia mais

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