SkeeStylus

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Contributor | Partner

Member since

Message

solutions
0
Replies
18
Upvotes Given
138
Upvotes Received
165
Ideas
13

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Juan Pérez

Love inbound, particularly bottom funnel, sales enablement, marketing and sales alignment. Favorite small talk conversations: Mets, Giants, Warriors, Mobile Technology and Politics

Activity

lkoh on May 08, 2018

How do I exclude a contact from an active list?

While it is not possible to manually remove a contact from an active list, you can use the following workarounds to use list logic to exclude the contact(s) from the list criteria. 1. Create a custom contact property and change the list read more

Reply Discussion

14 upvotes

11 Replies

SkeeStylus

Contributor | Partner

October 08, 2024

Good News! There's now a BETA that allows you to Quickly Exclude Records from Active Lists What is it? The ability to quickly exclude specifi...read more

Monjogard on February 02, 2021

Field dependencies in Playbooks

Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more

Reply Idea Playbooks

191 upvotes

54 Replies

SkeeStylus

Contributor | Partner

September 02, 2024

We can do this in qualifying leads on chatbots and would be helpful to have branching logic in playbooks.

DiegoPI on June 11, 2018

Customize Meeting Reminder & Meeting Booked Emails

It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more

Reply Idea Meetings

1070 upvotes

343 Replies

SkeeStylus

Contributor | Partner

August 28, 2024

@AEscobar30 you can do this already. If you enable the Zoom integration everyone on your zoom account will be able to add their unique Zoom meeting...read more

Solved

TChappell5 on October 27, 2023

Reporting on users

We are in the initial stages of rolling out HubSpot globally to our company. We are now working on user engagement and how to track that. I see where we can click under Security/Settings and see the 3 separate reports of User Logins/Exports/Securi read more

Reply Discussion Analytics Tools

3 upvotes

5 Replies

SkeeStylus

Contributor | Partner

August 21, 2024

There was a beta that allowed Admins to report on how internal teams & users are (or are not) interacting with HubSpot but now the li...read more

CBetancourt4 on November 29, 2023

Auto generate Invoices via API or Workflow

It would be fantastic to automatically generate invoices in HubSpot whether it be via API or in the workflow. It would help take out the manual work from having to do this one at a time for companies that generate dozens of invoices at a time. W read more

Reply Idea Payments

73 upvotes

26 Replies

SkeeStylus

Contributor | Partner

August 19, 2024

DO IT! That would be great. Thanks