SkeeStylus

Mitwirkender/Mitwirkende | Partner

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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

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NicoleSengers on Februar 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Beitrag ansehen

Antworten Idee Contacts & Companies Workflows

439 Likes

128 Antworten

SkeeStylus

Mitwirkender/Mitwirkende | Partner

Februar 22, 2023

@zeke thanks for the update. Keep em coming. You all are doing a great job.

NicoleSengers on Februar 21, 2022

Set Association Labels On Records via a Workflow

Antworten Idee Contacts & Companies Workflows

439 Likes

128 Antworten

SkeeStylus

Mitwirkender/Mitwirkende | Partner

Februar 22, 2023

@zeke thanks for the update. Keep em coming. You all are doing a great job.

cfleishman on August 31, 2017

Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Beitrag ansehen

Antworten Idee Deals

1604 Likes

497 Antworten

SkeeStylus

Mitwirkender/Mitwirkende | Partner

Februar 14, 2023

THANK YOU!!! The community has practically been begging! Need permission for the survey. BTW

VPclemence on März 10, 2022

Allow the use of personalization tokens in Wordpress

Hello, As I'm sure a lot of companies do, we have our website hosted on Wordpress and use the Hubspot plugin to insert things like forms and CTAs. However, one feature that I feel is greatly missing in the plugin would be to be able to inse Beitrag ansehen

Antworten Idee Integrations

5 Likes

2 Antworten

SkeeStylus

Mitwirkender/Mitwirkende | Partner

Februar 07, 2023

+1. Tried to do this today. This makes total sense. I would love to see this implemented.

sgerrits on Januar 08, 2021

Activity Based Workflows

Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email Beitrag ansehen

Antworten Idee Workflows

176 Likes

42 Antworten

SkeeStylus

Mitwirkender/Mitwirkende | Partner

Februar 06, 2023

+1 We simply want to log a meeting via form submission. Can't do that but seems rather simple

Gelöst

floresgroup on August 29, 2019

Can you add e-sign to a Hubspot Web Form?

Is it possible to add e-sign to the bottom of a hubspot web form - that sits on a website. I have seen adding a PDF for signature into a workflow. But we wanted to include it all into one web process.

Antworten Diskussion Forms

12 Likes

6 Antworten

SkeeStylus

Mitwirkender/Mitwirkende | Partner

Januar 30, 2023

We can already upload files. While I know the product team is trying to remain focused, perhaps there's a solutions partner that could develop this....Beitrag ansehen

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