Grab ConnectWise Opportunity Number / HubSpot Deal ID
K
Kevin
started a topic
over 3 years ago
We are straddling the fence in that we're using QW with both CW Manage and HubSpot.
After saving a document and having it either create a Deal in HubSpot or an Opportunity in ConnectWise, I would like to be able to use/access the Deal ID or the Opportunity Number.
Is this already stored somewhere within the document that I can access it or is there a way to grab it and stash it away in a custom text field?
Kevin
We are straddling the fence in that we're using QW with both CW Manage and HubSpot.
After saving a document and having it either create a Deal in HubSpot or an Opportunity in ConnectWise, I would like to be able to use/access the Deal ID or the Opportunity Number.
Is this already stored somewhere within the document that I can access it or is there a way to grab it and stash it away in a custom text field?