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graceotaiza
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Membre depuis ‎sept. 11, 2019
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Activité

Briceclark le Août 01, 2018
Segmented Payments on Quotes
Hello everyone! This idea serves to help all serviced-based companies currently using HubSpot. Lets be honest, the quote system HubSpot has to offer is awesome. Clean and professional format, product/service details, and even a Stripe integration Lire la suite
Répondre Idée Products & Quotes
112 Mentions J'aime
47 Réponses
graceotaiza
Participant
Septembre 21, 2022
@ethang I'm willing to give feedback!
sidfwb le Décembre 02, 2020
Split invoicing in a single deal
Split-Invoice Custom split invoicing : For example, consider a deal with 10.000€ & invoice #123 We need to be able to create split invoicing with 75% or 7.500€ as advance payment to confirm the order with Invoice #123-1. & 25% o Lire la suite
Répondre Idée Deals
48 Mentions J'aime
13 Réponses
graceotaiza
Participant
Juin 10, 2021
Please implement segmented payments Hubspot! It's going to be a gamechanger to offer clients the ability to easily break down their payments or be ab...Lire la suite
MWells2 le Février 03, 2021
Customized view of properties in left sidebar based on custom property
We segment our contacts (e.g. Parent, Contractor, Caregiver) with the custom property “Contact type.” Some properties that appear in the “About this contact” are irrelevant for some contact types. We need a way to reorder and/or not show propert Lire la suite
Répondre Idée Contacts & Companies
15 Mentions J'aime
2 Réponses
graceotaiza
Participant
Mai 11, 2021
Yes, this is huge for us too! We segment our contacts into Couple - Primary, Couple - Secondary, Family Member/ Friend, Videographer, Photographer, e...Lire la suite
TMF1090 le Mars 05, 2019
Use sequences properties and activity as Contact filters in Lists and Workflows
We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts Lire la suite
Répondre Idée Sequences
430 Mentions J'aime
119 Réponses
graceotaiza
Participant
Janvier 29, 2021
@glencornell Hi! Thanks for the updates. I wanted to make sure that we could also trigger the un-enrollment of a contact from a sequence in a work...Lire la suite
graceotaiza le Janvier 26, 2021
Setting secondary email's to be set in workflows.
I came across a problem with my text integration where when a contact texts our number, a brand new contact is created in our Hubspot account. For example: Our original contact would look like this. John Smith - johnsmithsemail@jmail.com Lire la suite
Répondre Idée Contacts & Companies Conversations Workflows
2 Mentions J'aime
1 Réponse
stephentradify le Juillet 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to Lire la suite
Répondre Idée Lists Workflows
364 Mentions J'aime
94 Réponses
graceotaiza
Participant
Janvier 25, 2021
+1
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