Hi @Mike van der Valk , tagging you as you appear to be Projects PM, Do you have intention and timeline as to when we could find/create/update projects through Zapier? Thanks, Luke
How do you use Propose Time in a shared e-mail template. Right now when my partner uses the template in question, the Propose Time function will check my calendar and add a meeting in my calendar, not the sender of the e-mail. That is problematic and a consequence is that we would have to change our shared templates from…
I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is…
until last friday, it was possible to clear a deal field completely in automations. the workflow builder even showed a confirmation: "if you leave this field empty in this action, the field will be cleared, are you sure you want to continue?", and if that was not the intended result, you could simply go back one step and…
Hi, I have an automation that when a deal has been moved to a different stage, it will send an email. However, when it sends a message, it would only send the body of the email template and it does not include the user/sender's signature. Is there a way to include the user/sender's email signature on this automation? Thank…
When I assign a new owner to an organization, is there a way to change to the new owner also for all the contacts under that organization? Automation doesn't support that AFAIK thanks
Hi, I would like to know how to automate an emailing to the participants of a deal when this deal's stage is edited? If not possible, do you know any other way to achieve this using a connector service for exemple, like zapier or make? Thanks for your help.
Is there any way we can generate a report to how all pipeline activity not have to do this pipeline by pipeline
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
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