Hello friends. I've tasked an agent to search for a deal in HubSpot and then move the deal stage. The action is constantly being stalled by hitting a rate limit and cannot find a deal. Upset the agent to search for an email address, and that email address is associated with a deal. prompt: Extract the client's company name from the emails to search for their deal in HubSpot. any insight on how to get this to work? The ultimate goal is to get it to update deal stages. I.e., move a deal stage to closed won. Is that possible? Does anyone have a proven solution for this?
Ahhh amazing, I was about to ask 🙂
I'm going to try to reproduce this on my own account and follow up with you 🙏
thank you.
Hey Craig -- Apologies about the delay. I've been attempting to re-test it but I'm having issues even authenticating my Hubspot integration. Seems like we're having an issue with our partner (pipedream) which helps us with auth on some integrations. I'm reaching out to them to get this resolved asap!
Thanks! Also just to confirm, I’ve gotten authenticated. I also tried several different variations for how to move a deal stage but yeah, they all get stuck in even searching for a deal.
