クリエイティブな才能を開花させよう

In addition to CI analytics for HubSpot calling, recorded Zoom videos auto-logged to contact and company page(s) via Zoom integration and CI analytics provided.   ...その他を表示

Sales close rate is a standard metric/KPI for all organizations that sell. There should be a Hubspot report template that allows you to get to a percentage close rate in total, by service/product and by sales rep. ...その他を表示

Hello,   I am proposing the function to archive (or move) whole folders of emails. If I archive emails, the folder remains. I want to properly tidy up.   Ideally I'd like to select the whole folder (for example, a month dated folder in 2021) and archive the whole thing, restoring it if needed still folderised.   Alternatively, I'd like to be able to move the whole folder to a "2021" folder I have made. Much as you would expect to on Microsoft Explorer, for example. The only way to do this would be to make new folders, then move the emails to them, deleting the original folder thereafter, which is a bit clunky. ...その他を表示

Hello,   I tried to import some articles with smart copy but wanted to cancel the import. There was no way to cancel it. That would be a nice feature.   Thanks in advance, ...その他を表示

This would be really helpful to us: We ask a lot of company informatio when an agent drags a deal through a pipeline. This information is stored on a deal, because they are asked via mandatory properties. I want this to be updated automatically on company-level when a deal-level property gets updated. Via the workflow 'property is updated' --> update company property is not workable because we have a looottt of properties.     For example: the email address for invoicing is a deal property that is mandatory when dragging a deal to a specific stage. It would be really handy that the company-level property 'email address for invoicing' also gets updated when the deal-property is filled in. ...その他を表示

After a while, you will get a lot of workflows. It does not have to be the person who created the workflow who owns and will maintain it. Therefore, it would be good to have an attribute to workflows where you put an owner (today you have creator and last update). Further development could be that the onwer automatically is set for notifications etc.  ...その他を表示

Actual HubSpot is working with Bootstrap 2.x - for more dev performance we love to work with an actual Bootstrap version (5.x) ...その他を表示

Currently the If/Then branch of the workflow only allows the check against properties of the objects available in HubSpot. However there are times we need to use Format Data, or Custom Codes to massage the output, and use that as a conditional value.   Existingly, I am setting that value into another property, only to be used in the If/Then. It would be good if the If/Then branch can read from previous nodes in the workflow (granted the subscription allows for it, i.e Format Data etc).   Cheers WL ...その他を表示

It would be helpful in workflows to enable a feature in the "Manage Email Subscription Status" action that allows us to select multiple subscription status to add contacts to.   If the contact has filled in a form that highlights their interest in multiple products and consent to receive communications, then we add them to the relevant subscription types in 1 workflow step instead of creating multiple steps. ...その他を表示