Discussions
Sorting by last name A-Z for my people
How do I do this?
Document Requests
I was wondering if there was any way to upload or download a document associated with a client record?
Inbox Access?
Wouldn't providing INBOX Access solve the following problems:
How to input a VALUE into a Deal?
I reviewed the following:
Clarify orderWeight in a deal
Can you please clarify orderWeight as it relates to deals?
How to know which field was updated when a contact was updated
I'm using the peopleUpdated webhook to get notified when contact is updated. However, the field or fields which were updated are not listed in the notification payload below:
Lead Flow implementation with the API
Hi I am using the /v1/events and Passing the POST data in the api, i want the API to trigger the Lead Flow Rules i have created. Anyone knows how this can be implemented with the API. When sending a POST request there's no option for LeadFlowId but in the response it is returning the leadsFlowId as null. Any help regarding this will be highly appreciated.
Sync Contacts - Google - IPhone
I’m new here but my last crm just automatic updated my contacts and vice versa. This doesn’t seem to be a function?
Custom fields
Is there a way with a custom field to add 1 to a count. For example when someone orders a photography package on our real estate photography website, we'd like to track their ordering history by tabulating how many bundles versions individual products they've ordered.
How to poll a list of all leads on a given day.
Hello,