Hi I'm trying to connect my Hubspot CRM to WorkBoard.
What I Want?
When a deal is created in Hubspot pipeline an Action Item should be created with proper text format.
What Issue I'm Facing:
- When I try to import deal information to workboard with our desired text format it doesn't format correctly.
- I assign WorkBoard Action Item Owner whoever is the deal owner in Hubspot but it always assigns to me regardless of the deal owner.
Please watch this loom video for better understanding: https://www.loom.com/share/2b84a6e825a847aeae30ffd2c313640c
Best answer by Troy TessaloneView original