HubSpot Ideas

sz9t52

Need Properties for Hubspot Users

Need the ability to create custom properties for my Hubspot Users (in some ways - treat them like a Contact).

 

It would be nice to store birthdays, anniversaries and items like that for personal information.

 

I also need to track - # of Deals closed last year, Volume of Deals Closed last year and other items like that.  I know I can create reports for items like this - but I cannot capture this information and use it in workflows.

 

Some ideas of what I could do with this:

1) Send out a congratulations email after 5 Closings, 20 Closings, etc

2) Calculate % improvement by User from 2020 to 2021

 

I have a work around in place - but it requires too much manual intervention.

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