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Ruurd
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Member since ‎Mar 8, 2023
  • solutions
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  • Replies
    5
  • Upvotes Given
    54
  • Upvotes Received
    2
  • Ideas
    1

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Ruurd Heijting

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SBenish on September 26, 2022
When a contact completes Workflow A, the action will be for the contact to enter Workflow B. Is this considered a 'Manual' entry into Workflow B or do I need to add an 'Enrollment Trigger' to the beginning of Workflow B? This workflow connection wi read more
0 upvote
3 Replies
Contributor
April 10, 2024
Hi @christopher-RVO & @karstenkoehler , Thanks for this solution. However... If I don't set any triggers for workflow B, then contacts wo...read more
Ruurd on February 23, 2024
The current limit of 5.000 values in a dropdown is not always sufficient to ensure standardised data. We want to use the value in City to pull in demographics of that city from external sources (like 'Number of Inhabitants'). For this we need a read more
holodan on April 13, 2021
Hello, I am looking for a company property which sums up the score for all associated contacts. But unfortunately, it is not possible to build a calculation including other properties except the ones of the same object. It would be very useful t read more
17 upvotes
3 Replies
Contributor
February 01, 2024
Agree! I'd like to count deals with a date in a custom date property that is between 2 date fields that are on the contact. I can count deals associa...read more
TH7 on March 23, 2023
Would like to be able to roll up minimum or maximum dates from child to parent. Would also like to flag the record as being included in the calculated field so they can be enrolled in workflows. For example: Which contact has the Minimum read more
11 upvotes
3 Replies
Contributor
December 22, 2023
Would be amazing to have the date of the first and last deal on the contact, using a custom date property on the deal, without any coding. Our deals ...read more
emhall810 on January 20, 2021
Similar to how Hubspot allows you to create required fields for when a deal moves along a pipeline, I want to create required fields when a contact changes Lifecycle Stages from a Lead to an MQL, SQL, Opportunity, etc. Also, if a contacts Lead S read more
38 upvotes
19 Replies
Contributor
December 16, 2023
This would be super helpful. Our Sales Agents need the rights to change LCS on their own, but they should do so only when certain properties are know...read more
VagaeNatus on June 24, 2019
Idea: Make all Date-filters available everywhere they are relevant. Background: Hubspot is missing date-filters in multiple places and is not consistent (i.e. different date-filters are available at different places) about them. This iss read more
Contributor
December 10, 2023
Not sure if this is the correct place, but I would like to be able to filter (in a report) 1 date property on 1 Object to be between 2 date propertie...read more
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