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mfisch
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Member since ‎Jul 17, 2019
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Matthew Fisch

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mfisch on June 28, 2023
Workflows that trigger based on invoice state
Hey! invoice-based workflows are only half baked. When can we copy these values to contact and company records? We sync invoices from stripe, but we'd like to see invoice state in the CRM dashboards by using workflows to copy data to contacts o read more
Reply Idea Payments
0 upvote
0 Reply
Rebeca_Luna on September 25, 2019
Hubspot to provide a way we can create a product tour to our product which could be integrated with
Hubspot to provide a way we can create a product tour to our own product which could be integrated with the knowledge base.
Reply Idea Knowledge Base
98 upvotes
22 Replies
mfisch
Member
February 27, 2023
We started paying for the Knowledgebase upgrade, but the tool is so simple it does not satisfy many of ours needs. If we could integrate tours we...read more
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
341 upvotes
117 Replies
mfisch
Member
December 22, 2022
I would like the quote automatically sent via email to a designated company contact with a specific label. The workflow should stop until the quote i...read more
KaraBarnes on October 13, 2021
Create associations between the same object (company to company, contact to contact, deal to deal)
Hi It would be fantastic to extend the new Associations feature to cover same-type object associations. This is so we can map out associations between companies e.g. competitors, customers, partners and so on. In our context this helps us ea read more
Reply Idea Contacts & Companies Custom Objects Deals
178 upvotes
69 Replies
mfisch
Member
November 09, 2022
++1 for this. We're trying to track customers of our customers, who we need to service and treat differently than regular customers. Using pa...read more
alexey_pelykh on July 09, 2018
Add Google Meet link to Meetings
When we create an event in calendar, there's an option to create a Google Meet link with dial-in number - it would be great if this option was available when meeting is scheduled via HubSpot Meetings as well.
Reply Idea Integrations Meetings
127 upvotes
73 Replies
mfisch
Member
February 28, 2020
I saw at least one user mention a "workaround" -- this is totally unworkable -- I can't believe this is coming from a legal practice. Permalinki...read more
alexey_pelykh on July 09, 2018
Add Google Meet link to Meetings
When we create an event in calendar, there's an option to create a Google Meet link with dial-in number - it would be great if this option was available when meeting is scheduled via HubSpot Meetings as well.
Reply Idea Integrations Meetings
127 upvotes
73 Replies
mfisch
Member
February 28, 2020
I saw at least one user mention a "workaround" -- this is totally unworkable -- I can't believe this is coming from a legal practice. Permalinki...read more
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