Perfil

ddobrien2
Participante
Miembro desde ‎ene 15, 2020
Enviar mensaje
  • Soluciones
    0
  • Respuestas
    3
  • Me gusta otorgados
    51
  • Me gusta recibidos
    5
  • Ideas
    2

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

    La lista de amigos está vacía

David O'Brien

Este usuario aún no creó una biografía. Edita tu perfil aquí.

Actividad

CBN en Marzo 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 Leer más
Responder Idea Workflows
4 Me gusta
2 Respuestas
ddobrien2
Participante
May 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...Leer más
Horst-Elvis en Marzo 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 Leer más
Responder Idea HubSpot Support
8 Me gusta
2 Respuestas
ddobrien2
Participante
May 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...Leer más
Resuelta
ddobrien2 en Junio 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 Leer más
Responder Conversación Enterprise
0 Me gusta
2 Respuestas
ddobrien2
Participante
Junio 22, 2022
Thanks Karsten. It was helpful to see the other discussions. I'm hoping HubSpot addresses this soon.
song en May 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 Leer más
Responder Idea Workflows
30 Me gusta
8 Respuestas
ddobrien2
Participante
Junio 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 ...Leer más
Resuelta
ddobrien2 en Junio 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 Leer más
Responder Conversación Enterprise
0 Me gusta
2 Respuestas
ddobrien2
Participante
Junio 22, 2022
Thanks Karsten. It was helpful to see the other discussions. I'm hoping HubSpot addresses this soon.
aljones en Octubre 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 Leer más
Responder Conversación Reports
23 Me gusta
19 Respuestas
ddobrien2
Participante
Junio 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 ...Leer más
Ver publicaciones más recientes
Guarda tu contenido favorito para acceder rápidamente a él.
Primeros Pasos
Siempre hay que empezar por algún lado, por ejemplo, podrías comenzar por contarnos un poco sobre tus intereses.
Preséntate

Siguiendo

Conectarte con tus colegas es una de las mejores formas de aprovechar al máximo tu experiencia. Puedes comenzar con alguna de estas personas:
Insignias de la Comunidad

Mis grupos

Únete a algún grupo y encuentra personas con tus mismos intereses. Explora nuestros favoritos e intenta
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.