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joerr
HubSpot Employee
HubSpot Employee
Mitglied seit ‎Sep 6, 2019
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Joseph Roche

Customer Success Manager

Aktivität

Gumpi on April 14, 2020
Consider empty fields in a calculation as 0
HubSpot does not automatically set a value of 0 for empty fields. If any of the number properties used in a custom equation have no value, the calculated property value will be empty. This should be fixed!
Antworten Idee Contacts & Companies Deals
82 Likes
30 Antworten
joerr
HubSpot Employee
September 27, 2022
Depending on the subscription level (Workflows help in this instance), one potential workaround is to ensure that any custom properties required for ...Beitrag ansehen
DennisLooijenga on Februar 12, 2018
Add sender personalization tokens to Sales email templates
I'd like to be able to personalize details from the sender into Sales templates. For instance, I'd like to start the email with: "Hey {{contact.first.name}}, {{sender.name}} here, from Instant Magazine." This way we could also personalize phone nu Beitrag ansehen
Antworten Idee Sales Content Sales Email Extensions & Add-Ins
20 Likes
17 Antworten
joerr
HubSpot Employee
Februar 28, 2022
Hi @BValentine , apologies I missed the Snippets element! In any case, based on testing in my portal, it is possible to create the Snip...Beitrag ansehen
DennisLooijenga on Februar 12, 2018
Add sender personalization tokens to Sales email templates
I'd like to be able to personalize details from the sender into Sales templates. For instance, I'd like to start the email with: "Hey {{contact.first.name}}, {{sender.name}} here, from Instant Magazine." This way we could also personalize phone nu Beitrag ansehen
Antworten Idee Sales Content Sales Email Extensions & Add-Ins
20 Likes
17 Antworten
joerr
HubSpot Employee
Februar 28, 2022
Hi @BValentine , apologies I missed the Snippets element! In any case, based on testing in my portal, it is possible to create the Snip...Beitrag ansehen
esundance on Mai 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Antworten Idee
149 Likes
76 Antworten
joerr
HubSpot Employee
Mai 07, 2021
Hi @Daxchemist , is the facility to clone a deal (into a separate pipeline/stage) with a workflow available? Thanks 😀
PatrickEng on November 13, 2020
[Closed] Exclusive CMS Hub AMA (Nov 16)
Hey HubSpot Community, My name is Patrick Eng and I’m a member of the Onboarding Team at HubSpot. Your website is one of your biggest assets and with your CMS Hub plan, you can easily set up, customize, and manage all your pages while also lever Beitrag ansehen
Antworten Diskussion Custom Modules Design Manager HTML HubDB Hubl JavaScript Local Development Professional
10 Likes
30 Antworten
joerr
HubSpot Employee
November 19, 2020
Hi shermanmc , the Eligibility Flow will automatically pick up bounced and unsubscribed contacts. At the next step, it will as...Beitrag ansehen
PatrickEng on November 13, 2020
[Closed] Exclusive CMS Hub AMA (Nov 16)
Hey HubSpot Community, My name is Patrick Eng and I’m a member of the Onboarding Team at HubSpot. Your website is one of your biggest assets and with your CMS Hub plan, you can easily set up, customize, and manage all your pages while also lever Beitrag ansehen
Antworten Diskussion Custom Modules Design Manager HTML HubDB Hubl JavaScript Local Development Professional
10 Likes
30 Antworten
joerr
HubSpot Employee
November 19, 2020
Hi shermanmc , the Eligibility Flow will automatically pick up bounced and unsubscribed contacts. At the next step, it will as...Beitrag ansehen
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