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cooperelias
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Member since ‎Sep 16, 2019
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Cooper Elias

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ZFRE on August 30, 2019
Automate a pinned note
I'd like to create a task, or deal or anything that can be automatically pinned to the top of a contact record from a worfkflow without having to manually pin the note within the record.
Reply Idea Contacts & Companies Workflows
84 upvotes
31 Replies
cooperelias
Contributor
March 09, 2023
I would like to be able to poll the API for newly pinned notes and other engagements. Seems like there must be a hidden property or something that co...read more
AChan4 on March 26, 2021
Make 'Forms' permissions more granular
At the moment permissions on Forms is a simple on/off toggle. Whilst turning this off provides a lot more control to the admin team on forms being created/edited by other team-members, it also takes away a lot of functionalities related to forms for read more
Reply Idea Forms Users & Teams & Permissions
11 upvotes
2 Replies
cooperelias
Contributor
February 15, 2023
At the very least, adding a Read permission option is needed. It's frustrating that users can see form submission information on object records, but ...read more
cimar007 on March 31, 2021
Searching contact by phone number (different formats)
Hey guys. I am searching contacts by Phone Number using the api ( https://api.hubapi.com/crm/v3/objects/contacts/search ?) It is saved in various format in my CRM. So when I do the search if the format matches it returns otherwise it does not. read more
Reply Discussion Professional
1 upvote
6 Replies
cooperelias
Contributor
December 27, 2022
Not that I am aware of. I found those properties just by using the Properties API to read all contact properties.
STrotter on May 13, 2022
Restrict users from bulk editing contacts or companies
There is a way to keep users from bulk deleting contacts, but I do not see a way to limit the ability for users to bulk edit. For instance, we use a "drop down menu" selection with a list of tags/keywords. We do this because I cannot find a tag fu read more
Reply Idea Users & Teams & Permissions
5 upvotes
1 Reply
cooperelias
Contributor
July 14, 2022
My situation is a bit different, but is related. We have restricted the Contact Owner property to only be editable by specific users and teams. H...read more
The_Marketer on April 28, 2021
Offer a webhook event for merged records
Hi, We've established a sync between Hubspot records and our backend, however the object relation between hubspot and backend records breaks when we merge records in Hubspot (contacts, companies, deals). Unfortunately, there isn't a way for us t read more
Reply Idea Integrations
19 upvotes
3 Replies
cooperelias
Contributor
March 29, 2022
Disclaimer: This is a bit of a back-end hack, and it doesn't appear to work with contacts, at least not yet... There is a hidden property for Mer...read more
MherfelPCN on November 04, 2020
Reporting on Task Ques
When creating a report, I would love the abillity to report on Task Queues (how many open, how many closed, owner, date). All of our reps have some of the same task queues that we would like the ability to see more numbers on. That would be great if read more
Reply Idea Tasks
24 upvotes
7 Replies
cooperelias
Contributor
March 23, 2022
The Queue property is now available in the advanced report builder, but it's pretty useless for two reasons: Adding it as a filter does not current...read more
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