enorberg

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Elisabeth Norberg

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Brusilov on February 27, 2020

Saved views manager

Hi everyone it looks like saved views are one of the easiest object an user can create,anyway they are the most difficult to manage (review, rename, bulk delete) because of the un friendly pop up menù used for browsing them. also because it's im read more

Reply Idea Lists

16 upvotes

7 Replies

enorberg

Contributor

May 08, 2023

Absolutely. We have thousands of saved views, often with the same names. There are properties I, as a super admin, can't delete because there are num...read more

NicoleJ on May 06, 2022

Prevent users from installing third-party apps

Essentially, the 'App Marketplace' permission we see in User Permissions really only controls the "connect app" button on a Marketplace listing. If the user has this permission, then they are able to then click on the install button, if not they read more

Reply Idea Integrations

23 upvotes

1 Reply

enorberg

Contributor

April 25, 2023

@NicoleJ I checked out the article you referred to and I couldnt find the paragraph you outlined above. I'm actually looking to do the reverse - I ...read more

amousinho on September 21, 2020

Manage Apps - See which users have installed an App from Marketplace

It's important for an Super Admin to manage the Apps that are being integrated with HubSpot and have a list with these apps and see which users have them installed.

Reply Idea Marketplace

9 upvotes

4 Replies

enorberg

Contributor

April 25, 2023

This is really needed, I have no idea who installed what app - making it hard to clean up those not in use. Would also like to be able to restrict wh...read more

enorberg on March 17, 2023

Copy company owner to only open deals through a workflow

Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, read more

Reply Discussion Deals Workflows

1 upvote

3 Replies

enorberg

Contributor

March 22, 2023

That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That s...read more

enorberg on March 17, 2023

Copy company owner to only open deals through a workflow

Reply Discussion Deals Workflows

1 upvote

3 Replies

enorberg

Contributor

March 22, 2023

That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That s...read more

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

39 upvotes

47 Replies

enorberg

Contributor

November 02, 2022

@zeke Great news! Would love to try this out once a beta is launched - we've been experiencing the same frustrations as the original poster

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