Gute Ideen sollten geteilt werden

I'd love to see an option to set or delay a task to the close date of a deal. This would help our follow up process, as project timelines can vary quite a bit, so a set amount of time for each deal doesn't work well for us. ... Mehr anzeigen

Our team is constantly setting if/then branches and delays on our Into drip campaign for certian leads that we get from various sources.   Instead of having to do this for each individual workflow, it would be suuuuper cool and helpful if we were able to create a SINGLE workflow with the trigger being the campaign or source name that would delay or pause the contact from entering into workflows for X amount of time so we can send a targeted Intro/Welcome email before they get our normal drip.   Right now you can completly suppress or remove them, but there is no option for a timed delay.  ... Mehr anzeigen

As a marketing automation administrator, I want to be able to configure the order/ rank of certain wofklows and set them to highest, so that they can handle internal data housekeeping and enable me to run automated emails faster, at scale. Here is the challenge. We receive contacts into Hubspot CRM from our product-app. These come with different 'user types' and as such not all are eligible to be "marketing contacts".  We have set a workflow to change the needed ones into marketing contact (lets call this workflow A) Meanwhile, we have a number of workflows that send automated emails to our user/contacts (lets call these workflow B. C, etc.). However, workflow A runs after workflow B, and as a result the emails never get sent to the users/contacts. This is because HS sees them (the contacts) still as non-marketing (because of delay).  it would be helpful to put a priority in certain workflows which are for internal data management.  I am aware that a workaround would be to add a delay in workflow B, however, this doesn't help. in our usecase, any delay more than 10-30seconds means we lose the timelines from the user (ie these automated emails are based on user behavior and emails need to be very timely). ... Mehr anzeigen

At the moment it is not possible in HubSpot to set a workflow to set a future close date depending on the stage of the deal. Currently, the date can be set to a static option or to a date of step. There is no option to set a value = today + 30 days.    This would be a really useful way to automate the qorkflow on expected close dates which can then be used in the forecast tool.  ... Mehr anzeigen

I would like to automatically import below details from Hubspot to Google Sheets: 1) Paid campaign from Google Search & LinkedIn: Spend, Impressions & CTR, Leads/Contacts received 2) Email: Reach, CTR, Leads/Contacts received 3) Google Analytics: Website session and Bounce rate Looking forward to have this feature soon from Hubspot.  ... Mehr anzeigen

While supression and unenrollment are great tools, when i get to the next level of email nurture campaigns and lead status contact flows, the work gets out of hand and I create a playbook to ensure there are no conflicts between the workflows. It would be great if there was a tool to give feedback based on information in the workflows like: contact x is in workflow A and B at the same time contact y is stuck in a loop between workflows C and D contact z has not entered any lead status workflows ... Mehr anzeigen

If a deal reaches a certain stage OR THEREAFTER, then do something. In the attached image for example, I would like an email notification triggered once a deal is moved to any stage accross the redline. Not all stages are enforced so it can be skipped and notifications are missed.     ... Mehr anzeigen

I have created deal with line item having zero quantity using workflow.  I am moving that deal to Closed Won stage, at the time of moving, I am taking some values from user and based on that one calculated value generated in calculation property. Now I want to set it as quantity to the added line item on that deal using workflow.   This feature can be useful to update recurring deals with dynamic counts of line items in any system. ... Mehr anzeigen

For: This is for RevOps, Sales & Marketing Goal: Map custom user properties between Salesforce to HubSpot. Value: Current solution is really complicated and manual.   Context:  I am building lead routing workflows and need a different type of ownership brought in from Salesforce (besides ADR and contact owner, which is the "Salesforce account owner".   While we copied the account owner property from account to contact level I am unable to set up the sync between HubSpot/Salesforce as "Any custom properties with the HubSpot user field type cannot be mapped to Salesforce fields." per this HubSpot article.   We tried mapping this to a single line text field instead and copying that value over to the actual user field with a workflow in HubSpot but then we ran into issues using the "copy property value" action as owner properties are not appearing as an option to copy to.   So, right now the only option as per HubSpot support is: "To get around this we can use an if/then branch have each branch identify one rep so Branch 1 would be "Account owner  is equal to rep's name" and so on with each rep. I know this is a bit confusing but unfortunately looks to be the best option we have at the moment."    This is highly manual and will require changes every time someone leaves the firm or changes roles. ... Mehr anzeigen