JHaber6

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Jenna Haber

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Solved

jcworth on December 28, 2022

Detecting % change in a property

Hi All, I'm hoping to fire off some workflows when a certain property ( Current $MRR ) sees any jump greater than something like 30%. That property value is currently pulled through a 3rd party integration and our product but I was hoping there read more

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0 upvote

3 Replies

JHaber6

Contributor | Elite Partner

December 28, 2022

Hi @jcworth , you're on the right track! To accomplish this: Create a custom field called 'Previous MRR' to store the Previous MRR. Create a ...read more

Solved

Anonymous on November 15, 2022

Reporting on form completions for new and existing contacts

I need a report in Hubspot that will track ALL form completions for new AND existing customers in Hubspot. Our marketing leads are tracked by form submissions whether captured at an event (we have event lead capture forms) or digital leads (ca read more

Reply Discussion Enterprise

1 upvote

13 Replies

JHaber6

Contributor | Elite Partner

November 15, 2022

Hi @Anonymous , have you tried utilizing a forms report or the forms analytics tool?

MMWBilus on November 15, 2022

Allow a report to Pull in the Most Recent Closed Won Deal for a Company

Right now when you pull a custom report for Companies and Deals to view all of your Closed Won deals, it pulls in all Closed Won deals (for example if the Company has renewed and has more than one Closed Won deal - I want to see the latest deal term read more

Reply Discussion Reports

3 upvotes

1 Reply

JHaber6

Contributor | Elite Partner

November 15, 2022

You can see this information by utilizing custom properties and a workflow. To do this: Add a custom single-line text property to the company ob...read more

CP-BWG on July 21, 2022

Assign an association label to one of many company contacts based on a property via workflow?

Is there really no way to simply find a contact associated with a company that has a property to something like title=president and automatically assign an association label via a workflow?? I imagine this could be done with custom code if no read more

Reply Discussion Programmable Automation

2 upvotes

3 Replies

JHaber6

Contributor | Elite Partner

July 26, 2022

@CP-BWG Not 100% sure about this, but I'd recommend checking out Insycle. They have some functionality for associating records based on properties....read more

SCohen5 on July 25, 2022

Automate "Lead Status" property

Hi guys! I would like to automate some of the options in the "Lead Status" property so my SDRs will be able to track and automate their work around that. The new options that i've set for that are: New: Definition - These are leads you have read more

Reply Discussion RevOps SalesOps

1 upvote

2 Replies

JHaber6

Contributor | Elite Partner

July 26, 2022

Hi @SCohen5 , to update the Lead Status to "Attempted to Contact" you can create a workflow where contacts are only enrolled if they have an ac...read more

Solved

VanessaDendy on July 14, 2022

Time Spent In Between Two Stages

Hello Team! This is really a big problem we have where we have a pipeline and we want to track the time spent on each deal stage - as well as - time spent in between two stages. I saw there were some guidelines on doing it but I don't feel very con read more

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0 upvote

4 Replies

JHaber6

Contributor | Elite Partner

July 14, 2022

Hi Vanessa! I'd recommend creating date fields to capture the date that a deal that stage. Then create a workflow with a value equals branch or a ton...read more

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