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ddobrien2
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Mitglied seit ‎Jan 15, 2020
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David O'Brien

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CBN on März 19, 2023
Recurring workflow to trigger itself until a condition is met
Very often your processes in sales, marketing, and support require you to do the same thing at certain fixed frequencies. Examples are checking up a customer's state, ask if the customer still wants to subscribe to your newsletter, compliance requir Beitrag ansehen
Antworten Idee Workflows
4 Likes
2 Antworten
ddobrien2
Teilnehmer/-in
Mai 18, 2023
We struggle with the lack of this feature as well. One example, our top leadership wants to ensure they've checked in with top clients if other peopl...Beitrag ansehen
Horst-Elvis on März 18, 2021
Workflow Trigger - "has been updated/ changed"
It would be wonderful if HubSpot workflows could contain a workflow trigger which only recognizes changes in all filed types, especially single line & multi line text since "has been updated in last x days" will not work for automated re-enrollm Beitrag ansehen
Antworten Idee HubSpot Support
8 Likes
2 Antworten
ddobrien2
Teilnehmer/-in
Mai 05, 2023
It's odd that you can create Company or custom object workflows that trigger when a Concact property was "updated in the last" xx days, but you can't...Beitrag ansehen
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ddobrien2 on Juni 21, 2022
Importing updated list of companies/associated contacts: How to "move" the contact to a new company?
We have approximately 5,000 churches and schools (companies) in HubSpot. Twice a year, we get an updated complete list of those churches and schools from our parent church body. That list includes updates on who the main contacts are at each of thos Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
2 Antworten
ddobrien2
Teilnehmer/-in
Juni 22, 2022
Thanks Karsten. It was helpful to see the other discussions. I'm hoping HubSpot addresses this soon.
song on Mai 18, 2021
Unassociate in bulk
please let us unassociate in bulk via import or workflows right now roughly 8% of my contacts have emails bounced globally - i'd like to unassociate them from their companies & deals so they don't come up in any reports, and our reps won't f Beitrag ansehen
Antworten Idee Workflows
30 Likes
8 Antworten
ddobrien2
Teilnehmer/-in
Juni 22, 2022
We have approximately 5,000 churches and schools (companies) in HubSpot. Twice a year, we get an updated complete list of those churches and schools ...Beitrag ansehen
Gelöst
ddobrien2 on Juni 21, 2022
Importing updated list of companies/associated contacts: How to "move" the contact to a new company?
We have approximately 5,000 churches and schools (companies) in HubSpot. Twice a year, we get an updated complete list of those churches and schools from our parent church body. That list includes updates on who the main contacts are at each of thos Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
2 Antworten
ddobrien2
Teilnehmer/-in
Juni 22, 2022
Thanks Karsten. It was helpful to see the other discussions. I'm hoping HubSpot addresses this soon.
aljones on Oktober 15, 2021
Capitalize Field Values in Report Builder
Does anyone know of a way to have the HubSpot Report show the field values as they are in the property options - I dont know why - but it seems like HubSpot is converting all text to lowercase, which is really annoying because we are hoping to bui Beitrag ansehen
Antworten Diskussion Reports
23 Likes
19 Antworten
ddobrien2
Teilnehmer/-in
Juni 02, 2022
We're having the same issue. Multiple fields in reports now defaulting to lower case in exports (and sometimes onscreen). I did reach out to HubSpot ...Beitrag ansehen
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