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bell1jl
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Member since ‎Feb 16, 2017
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lisat2m on July 19, 2017
Require specific properties when creating a deal
Is there a way to require a contact be added when a new deal is created? I know you can now require certain properties when creating a deal, but don't find contact name as one of the properties. We want to ensure each deal has a contact associated w read more
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bell1jl
Participant
October 10, 2017
It's an additional (but small) monthly fee but I ended up doing this through zapier. I used a webhook step in a HubSpot workflow to send the contact ...read more
on July 26, 2017
How to use a workflow to update a deal property with webhooks
I want to use webhooks to trigger in a workflow; so that when a contact property is updated it will transfer the value of that contact property into a deal property. I was reading the documentation, and it said that OAuth 2.0 with a hubspot app wo read more
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bell1jl
Participant
October 06, 2017
@AlexW Have you heard anything about this? Have you figured it out? I would LOVE to know how to update deal properties from workflows. It seems lik...read more
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