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GFernandez34
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Member since ‎Oct 26, 2022
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  • solutions
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    4
  • Upvotes Given
    27
  • Upvotes Received
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  • Ideas
    3

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Gabriela Fernandez

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Solved
GFernandez34 on October 06, 2023
Associate deals and companies
Hello! I was wondering if you could help me with an issue we are having: - We are creating deals for the Sales Team based on a contact's sign up. By that moment, that contact does not have an associated company. - Whenever a contact makes a pu read more
Reply Discussion CRM
1 upvote
1 Reply
Solved
GFernandez34 on July 12, 2023
Avg amount of meetings/calls after reaching a stage
Hello! We want to track how many follow up meetings/calls we are making after a lead reaches de stage "Demo performed". The goal is to measure how many follow up meetings or calls we are having in average after performing a demo with a lead. I read more
Reply Discussion Reports Sales
0 upvote
2 Replies
GFernandez34
Participant
July 13, 2023
Thanks @karstenkoehler ! definetly will try this.
Solved
GFernandez34 on July 12, 2023
Avg amount of meetings/calls after reaching a stage
Hello! We want to track how many follow up meetings/calls we are making after a lead reaches de stage "Demo performed". The goal is to measure how many follow up meetings or calls we are having in average after performing a demo with a lead. I read more
Reply Discussion Reports Sales
0 upvote
2 Replies
GFernandez34
Participant
July 13, 2023
Thanks @karstenkoehler ! definetly will try this.
DiegoPI on June 11, 2018
Customize Meeting Reminder & Meeting Booked Emails
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more
Reply Idea Meetings
1071 upvotes
343 Replies
GFernandez34
Participant
May 26, 2023
+1 - This is veeery necessary!
BenettB on November 19, 2020
Workflow actions that can update properties across different (associated) object types.
Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change read more
Reply Idea Workflows
41 upvotes
47 Replies
GFernandez34
Participant
March 13, 2023
Hello! I would love to have access to this beta 🙂 thanks!
Solved
GFernandez34 on February 22, 2023
Custom behavioural event as workflow goal
Hello! We currently have a Cart Recovery campaign on place, and would like to measure the outcomes. We would like to understand how many of the users end up making a booking after they received the email. The "booking" event is created as read more
Reply Discussion Campaigns Marketing Email Workflows
0 upvote
2 Replies
GFernandez34
Participant
February 22, 2023
Oh, wonderful! Thank you so much Karsten! That was just what I was looking for 🙂
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