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inahury
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Mitglied seit ‎Dez 11, 2019
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LCSKMiller on Mai 23, 2022
Ability to Send Form Submissions to External Email Address Removed
TLDR: How would you send online form submissions from a landing page you control via email to an external vendor or integration partner? What software do you use? Background We have a large and growing integrations program (120+ ve Beitrag ansehen
Antworten Diskussion best practices Enterprise Forms How-To Integrations Landing Pages Marketing Notifications Workaround Workflows
22 Likes
29 Antworten
inahury
Teilnehmer/-in
August 23, 2022
I agree. We had this functionality embeded in workflows and forms used on our website. I have taken a look at multiple threads on this topic and soun...Beitrag ansehen
AtomicWayne on August 09, 2018
Creating a customer portal?
Has anyone created a customer portal that allows buyers and sellers to create a user name and password and save information from searches? Any ideas would be helpful. Thanks
Antworten Diskussion
7 Likes
45 Antworten
inahury
Teilnehmer/-in
Juli 12, 2020
Agree, this would be great to have!
stephentradify on Juli 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 Beitrag ansehen
Antworten Idee Lists Workflows
393 Likes
101 Antworten
inahury
Teilnehmer/-in
Juni 23, 2020
I would really like to see this ability also. Comparing two fields would improve efficiency and increase data validity.
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Beitrag ansehen
Antworten Idee Deals Products & Quotes Workflows
652 Likes
180 Antworten
inahury
Teilnehmer/-in
Juni 12, 2020
Agree, we need to this also! Automation with the ability to apply products would be a time saver!
inahury on Juni 08, 2020
Form with e-signature field.
Would be nice to be able to create a form with an e-signature field. This way you could create a form like an NDA with an e-signature. Then have that saved with the contact. Is this something that could be added to HubSpot?
Antworten Idee Forms
21 Likes
6 Antworten
simonsmith on Juni 07, 2018
Allow for private knowledge base articles
While we want most knowledge base articles to be public, there are some we want to keep private so that only our customer service representatives can view them. For example, a customer might ask a question that's sensitive, and we want to have an ar Beitrag ansehen
Antworten Idee Knowledge Base
118 Likes
31 Antworten
inahury
Teilnehmer/-in
Januar 08, 2020
Thank you for the update!
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