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Stephanie Haith


LCSKMiller on Maio 23, 2022
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 Leia mais
Agosto 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...Leia mais
AtomicWayne on Agosto 09, 2018
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
7 avaliações positivas
45 Respostas
Julho 12, 2020
Agree, this would be great to have!
stephentradify on Julho 26, 2017
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 Leia mais
396 avaliações positivas
101 Respostas
Junho 23, 2020
I would really like to see this ability also. Comparing two fields would improve efficiency and increase data validity.
lalexander on Novembro 14, 2018
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 Leia mais
656 avaliações positivas
181 Respostas
Junho 12, 2020
Agree, we need to this also! Automation with the ability to apply products would be a time saver!
inahury on Junho 08, 2020
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?
22 avaliações positivas
7 Respostas
simonsmith on Junho 07, 2018
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 Leia mais
118 avaliações positivas
31 Respostas
Janeiro 08, 2020
Thank you for the update!
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