Member since ‎Sep 11, 2019
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Jason Hoke

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jmoss on November 12, 2019
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.
87 Replies
February 26, 2022
This is a must for our business. We are currently using a bunch of third-party workarounds to make this happen. We are a service business with more
crlab on April 22, 2020
You should be able to clone Knowledge Base articles like you can blogs and webpages
38 Replies
December 07, 2021
Upvoting! We would love to be able to create a template for each type of KBA we create and then clone each time we're creating a new article. This more
Dylan on September 01, 2020
Custom objects should have pipelines and a board view to represent the progress of a custom object through a set of stages
37 Replies
June 30, 2021
Hi, we just signed up for sales enterprise today specifically to gain access to custom objects. Admittedly we failed to ask if you could use custom more
Clarara_T on June 06, 2019
The Deal Workflow currently only has two ways to update a Date Property: Static Date - a Fixed Date Date of Step - Date when the action was executed Ask: To be able to update Deal Date properties dynamically in a Workflow, where the close date, read more
21 Replies
February 05, 2021
This would be great for us as well. In addition to the use cases outlined previously, we would like to be able to set a specific date property in a more
OfferZenBrett on September 27, 2019
I want to be able to hyperlink some text with a token. I want to store the URL for a user to sign up / create their account as a property, and then in a template say " Click here to sign up " (and hyperlink that CTA).
18 Replies
January 29, 2021
Yes please! This is a feature that would be extremely valuable to us.
PamelaSoh on September 18, 2018
"Activity type" workflow condition is fairly new and it doesn't allow for re-enrollment trigger. There are many instances whereby users want to track sales emails being sent to contacts and to reenroll contacts into the workflow to create tasks read more
38 Replies
September 20, 2020
This feature is a must for us! We're also using the CallRail integration since inbound calling seems to be a bit of an afterthought with Hubspot. We more
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