Shiran

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Participant | Diamond Partner

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solutions
1
Replies
3
Upvotes Given
96
Upvotes Received
204
Ideas
10

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Shiran Sugerman

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Activity

KFewings on December 02, 2021

Offer the option to clone a workflow and change the object type

I want to clone a Companies workflow so that I can apply it to Contacts. It was quite an involved workflow (basically setting out all the US state codes and saying if State/Region was in code format, change it to the appropriate non-code format). I read more

Reply Idea Workflows

55 upvotes

13 Replies

Shiran

Participant | Diamond Partner

October 23, 2024

This is a huge one. We have clients who build massive workflows and then we need them to be on another object and we spend hours rebuilding the workf...read more

k1m on April 22, 2024

Associate Tickets with Invoices

We need to be able to associate Tickets with Invoices. Currently, once an invoice is synced from XERO to a Contact, using the HubSpot | Xero app, we can assoicate our Invoices in the Invoice Object with Companies, Deals and Contacts. But we cannot read more

Reply Idea Tickets

17 upvotes

2 Replies

Shiran

Participant | Diamond Partner

April 29, 2024

Agreed, there are many instances when invoices need to be associated on a ticket level. Especially HubSpot invoices, some businesses use tickets to r...read more

katherineladue on May 26, 2022

Allow Business Unit accounts to have more than one buyer persona property

Our business units have different buyer personas, but we're not able to separate them because the Persona property is not editable or clone-able. It would actually probably be a really quick and easy solution to just allow the Persona property to be read more

Reply Idea Properties

5 upvotes

1 Reply

Shiran

Participant | Diamond Partner

April 03, 2024

Agreed, if you have Business Units you will definitely have mutiple personas and it would be great to be able to create different persona properties,...read more

AS42 on April 27, 2021

Custom E-Signature Confirmation Mails for Quotes

This functionality can be used to optimize the customer experience by the sales teams while sending a quote with the e-signature function. When the e-signature option is selected for a quote created in Hubspot, the recipient of the quote sees a read more

Reply Idea Products and Quotes

133 upvotes

33 Replies

Shiran

Participant | Diamond Partner

December 01, 2023

This is something we really need. Sometimes we use the quoting tool to send things like SLAs or NDAs and it's key to be able to edit the wording on t...read more

Shiran on November 13, 2023

Set mandatory filter elements when creating a list

It would be great if we could set mandatory filters when creating a list, for example, when a user goes to create a contact lists, there would be properties that they would have to set as part of the filter before they save, like HubSpot Team.

Reply Idea Account Settings Lists

1 upvote

0 Reply

Solved

Shiran on May 19, 2023

Report on WHEN a contact has opted in to a specific subscription

At the moment, the only way to view contacts who have opted in to a specific subscription type is by creating a list. This is only useful if you want a total number of people subscribed. We want to be able to report on the number of people who read more

Reply Discussion Analytics Tools Marketing Reports

13 upvotes

2 Replies

Shiran

Participant | Diamond Partner

May 19, 2023

@karstenkoehler thanks for your reply and yes this does work however in larger portals with several business units this causes challenges as you ha...read more

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