クリエイティブな才能を開花させよう

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.  ...その他を表示

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 ...その他を表示

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.     ...その他を表示

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. ...その他を表示

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. ...その他を表示

We have a workflow updating some of the HubSpot records to Google Sheets. However, there isn't any trigger to delete spreadsheet rows when the HubSpot records are deleted, causing residuals in Google Sheets. Is it possible to make the records that are moved to trash to enroll in the workflow or are there any alternative ways to achieve this integration bug? ...その他を表示

Hi! It would be great if notes taken at meetings, calls, could be used in workflows.    For us, it would be great if the content of the note could be pushed into slack for the whole team to see what happened.    It could also be used to trigger workflows, tasks based on the content of the notes.  ...その他を表示

In short, I want to be able to use the invoice properties as triggers in a workflow to copy them to another property.   HubSpot stores all of my invoices synced over from Quickbooks. But from what I can tell there is no way to work with that data. You can only view it. HubSpot says:   "When the QuickBooks Online integration is installed, you can create workflows using the new invoice deal properties listed below."   But that's not really true. After speaking with support, there's no way to work with that data in a workflow. I need to access the invoice number in a workflow and copy it to a contact property. ...その他を表示