Hello Team,
While associating the project fields to Hubspot, there are fields like client name, client email etc listed along with Hubspot deal field though a field like that does not exist. It is a bit misleading for users that is trying to get client related information into the project.
The customer would like to have client and company info associated with the field in RFPIO. But currently, we don't fetch any information that is not part of the deal as an object. Could we have an option to select fields from contacts/companies in Hubspot to get the necessary information?
Thank you
Please let me know if there are any questions.
Created date : 2021-01-28
Votes : 0