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Rebekah Ladd

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YNew on January 25, 2022

Give end users the option to call, chat, or email from support bot (Just like Hubspot does!)

For hubspot's own support, I have the option to call, chat, or email. I want to give the same options to my company's users! Most important here is giving them the option to call.

Reply Idea Live Chat & Bots

16 upvotes

3 Replies

Beka

Contributor

February 14, 2024

We are setting up our hubspot chat and are looking for these features as well as a text option if you have the hubspot sms add on. Thanks!

Solved

MSchmidt_Klimeo on September 22, 2023

create weekday based on create date

Hello, I want to create a weekday based on the create day. Can this be done by a workflow or any other solution? Thanks, Magnus

Reply Discussion Professional

1 upvote

4 Replies

Beka

Contributor

January 16, 2024

I am looking to do this same thing but in operations hub. Could you share the code? (I am actually trying to formate a date to be plus 7 weedays f...read more

Beka on July 12, 2023

Ability to Set Calculation Fields that are Unknown as 0

Hi! We do a lot of expense calculations within hubspot using multiple equations. Currently creating calculations is very time consuming because we have a lot of the below scenario (which has been greatly simplified for this example). X+Y=Z read more

Reply Idea Properties

3 upvotes

0 Reply

Beka on January 06, 2023

Option to keep oldest field entry when merging contacts

Now that there is a new "Rules" section in contact properties, it would be great to have the ability to have a rule stating to keep the oldest field property when merging contacts. There are hubspot fields like original source and lifecycle st read more

Reply Idea Contacts & Companies

0 upvote

0 Reply

Beka on January 28, 2020

Controlling and Arranging Fields in Report Drill Downs

Previously in reports on dashboards, when you drilled down to a table view you could control the order in which the fields appeared by rearranging them in the data section of the editor. Now, you are not able to control this feature and there ar read more

Reply Idea Marketing Reporting Sales Reporting

69 upvotes

19 Replies

Beka

Contributor

April 15, 2022

Hi all! Just wanted to share a work around that we are currently using for this. I clone the column or plot report so that all of the same filters ...read more

ndwilliams3 on February 02, 2017

Custom user profile properties

Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t read more

Reply Idea Account Settings

105 upvotes

35 Replies

Beka

Contributor

March 25, 2020

This would be great! Currently I am just making the body of emails smart and based on contact owner list. It's an ok workaround, but time creating ...read more

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