graceotaiza

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Grace Otaiza

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Briceclark on August 01, 2018

Segmented Payments on Quotes

Hello everyone! This idea serves to help all serviced-based companies currently using HubSpot. Lets be honest, the quote system HubSpot has to offer is awesome. Clean and professional format, product/service details, and even a Stripe integration read more

Reply Idea Products & Quotes

114 upvotes

48 Replies

graceotaiza

Participant

September 21, 2022

@ethang I'm willing to give feedback!

sidfwb on December 02, 2020

Split invoicing in a single deal

Split-Invoice Custom split invoicing : For example, consider a deal with 10.000€ & invoice #123 We need to be able to create split invoicing with 75% or 7.500€ as advance payment to confirm the order with Invoice #123-1. & 25% o read more

Reply Idea Deals

49 upvotes

13 Replies

graceotaiza

Participant

June 10, 2021

Please implement segmented payments Hubspot! It's going to be a gamechanger to offer clients the ability to easily break down their payments or be ab...read more

MWells2 on February 03, 2021

Customized view of properties in left sidebar based on custom property

We segment our contacts (e.g. Parent, Contractor, Caregiver) with the custom property “Contact type.” Some properties that appear in the “About this contact” are irrelevant for some contact types. We need a way to reorder and/or not show propert read more

Reply Idea Contacts & Companies

15 upvotes

2 Replies

graceotaiza

Participant

May 11, 2021

Yes, this is huge for us too! We segment our contacts into Couple - Primary, Couple - Secondary, Family Member/ Friend, Videographer, Photographer, e...read more

TMF1090 on March 05, 2019

Use sequences properties and activity as Contact filters in Lists and Workflows

We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts read more

Reply Idea Sequences

437 upvotes

119 Replies

graceotaiza

Participant

January 29, 2021

@glencornell Hi! Thanks for the updates. I wanted to make sure that we could also trigger the un-enrollment of a contact from a sequence in a work...read more

graceotaiza on January 26, 2021

Setting secondary email's to be set in workflows.

I came across a problem with my text integration where when a contact texts our number, a brand new contact is created in our Hubspot account. For example: Our original contact would look like this. John Smith - johnsmithsemail@jmail.com read more

Reply Idea Contacts & Companies Conversations Workflows

2 upvotes

1 Reply

stephentradify on July 26, 2017

Comparison of properties as enrollment condition on lists/workflows

Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to read more

Reply Idea Lists Workflows

392 upvotes

101 Replies

graceotaiza

Participant

January 25, 2021

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