Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.
9
votes
Brittany Olkjer
shared this idea
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Dave Knapton commented
This is also critical for basic quoting where there are different Billing and Shipping companies...a common scenario when selling through a partner network.