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ELiao
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Member since ‎Jun 10, 2021
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  • Upvotes Given
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  • Upvotes Received
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Erica Liao

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Activity

ELiao on June 27, 2022
Allow merged deal to enroll in the deal type workflow
Hello team, It will be nice if we can have the setting to let the merged deal to re-enroll in the deal type workflow if it meets the (re)enrollment criteria. There's the set up for Contact workflow (sceenshot), but there's no this option in the read more
Reply Idea Workflows
0 upvote
0 Reply
Tiffany35406 on June 22, 2017
Joined List Date
Please add the ability to see when contacts joined a list, without having to go into each contact's membership pages or create individual workflows for each list. I’d like to be able to pull all the joined dates from an particular list, rather t read more
Reply Idea Lists
80 upvotes
35 Replies
ELiao
Member
May 05, 2022
This will be super helpful! Upvote!
brent1 on January 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
Reply Idea
148 upvotes
43 Replies
ELiao
Member
January 11, 2022
Upvoting the idea! I'd really like to use workflow to associate activites with records like deal, can safe a lot of time and energy, thank you!
ErinHertz on October 16, 2020
Ability to control meeting outcomes via workflow
Our sales team has back to back meetings all day long and would love the ability to automatically change Meeting Outcomes based on the meeting time passing, in a workflow. This way, they would only have to worry about changing the outcome if they di read more
Reply Idea Meetings
220 upvotes
53 Replies
ELiao
Member
November 15, 2021
Would be super nice and useful if we can update the activity outcome with workflow! thank you:)
ELiao on November 07, 2021
Update/ modify engagement (activity) via Workflow
Hello team, I think it will be really nice if we can use workflow to update the engagement/ activity for associated object like contat or deal. Thank you! Best regards, Erica
Reply Idea Contacts & Companies Deals Workflows
1 upvote
0 Reply
FernandoElias on November 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Reply Idea Dashboards & Reports
774 upvotes
155 Replies
ELiao
Member
October 28, 2021
Please! really need this feature:) thank you!
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