HubSpotMaster

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Key Advisor | Diamond Partner

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Message

solutions
33
Replies
156
Upvotes Given
248
Upvotes Received
277
Ideas
2

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Adam Sharrow

Have spent 10+ years helping businesses utilize software in their business process. I love working with teams to define a process and use software to automate and create efficiency. I love HubSpot and the ease of use it provides. Love to talk more about it

Activity

Jacob02 on April 01, 2021

Forms in Custom Report Builder

Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder . This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall 's solution to thi read more

Reply Idea Analytics Tools Dashboards & Reports Forms Marketing Reporting

374 upvotes

91 Replies

HubSpotMaster

Key Advisor | Diamond Partner

February 28, 2024

Please please please. Can you at least provide an update here?

ZoeTrem on April 19, 2023

Multiyear Quote

We are selling mensual abonnements. Client will have the same abonnement for one year at least. A client can subscribe for couple of year. Let's say that my customer subscribe for plan A during three year and I want to make different price read more

Reply Idea Dashboards & Reports Products and Quotes Sales Reporting

36 upvotes

2 Replies

HubSpotMaster

Key Advisor | Diamond Partner

September 26, 2023

Dealing with the same issues on all SaaS companies that sell multi year deals

DTadd1 on December 07, 2021

Custom object pipelines need a funnel report

Currently you can create a custom pipeline for a custom object and view/change your stages via a board like deals. We should also be able to create funnel reports (such as default reports available for the deal board). This would be extremely he read more

Reply Idea Custom Objects

80 upvotes

18 Replies

HubSpotMaster

Key Advisor | Diamond Partner

November 02, 2022

Yes - Pipeline should replicate all features of normal pipelines

Solved

Snohomish on September 04, 2017

HIPPA compliance with CRMs

Hello, I am a health provider and have some concerns about sharing my emails with Hubspot CRM. How can I ensure that Hubspot CRM is HIPPA compliant? I need to be able to protect my patient's health information including their emails and other read more

Reply Discussion

10 upvotes

26 Replies

HubSpotMaster

Key Advisor | Diamond Partner

November 02, 2022

How have folks handled connecting Inboxes for sales folks and remaining HIPPA compliant?

Anonymous on February 10, 2021

Knowledge Base: Last modified date and article views in the article footer.

Hi all, We need the ability to display the "Last modified" (or "Last updated") date as well as the Article views in the article footer. As you know, both types of information are available in the backend. I could therefore imagine, for example, read more

Reply Idea Knowledge Base

68 upvotes

13 Replies

HubSpotMaster

Key Advisor | Diamond Partner

July 13, 2022

Are there any updates here? This is super valuable for visibility on the website and behind the scenes for making sure there are no stale documents