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joelgrossman
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Member since ‎Feb 12, 2020
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  • solutions
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  • Replies
    4
  • Upvotes Given
    30
  • Upvotes Received
    15
  • Ideas
    10

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Joel Grossman

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Activity

ybaptiste on November 17, 2021
Make deal splits data available via public API
Make deal splits data available via public API
Reply Idea Deals
44 upvotes
15 Replies
joelgrossman
Participant
January 22, 2024
Deal splits are not useful for us without this. I'm fact, it causes problems because the deal is apparently split in HS but our commission platform c...read more
ErinHertz on October 16, 2020
Ability to control meeting outcomes via workflow
Our sales team has back to back meetings all day long and would love the ability to automatically change Meeting Outcomes based on the meeting time passing, in a workflow. This way, they would only have to worry about changing the outcome if they di read more
Reply Idea Meetings
192 upvotes
46 Replies
joelgrossman
Participant
November 29, 2023
Yes -- this would be extremely helpful. Meeting Outcome being set automatically could trigger all kinds of very useful follow-up.
joelgrossman on August 17, 2023
Workflow: Meeting Booked event trigger should include activity type
Our team has different kinds of meetings, which are set in their meeting links as a Meeting Type (though they're actually activity types). For example, Sales Demo, Customer Check-in, etc. The automations that we'd like to trigger will be very di read more
Reply Idea Meetings Workflows
1 upvote
0 Reply
ybaptiste on November 17, 2021
Make deal splits data available via public API
Make deal splits data available via public API
Reply Idea Deals
44 upvotes
15 Replies
joelgrossman
Participant
January 22, 2024
Deal splits are not useful for us without this. I'm fact, it causes problems because the deal is apparently split in HS but our commission platform c...read more
DebSchleede on June 28, 2022
Allow for "Phone Number" format on Custom Properties
Many organizations need more than 2 "Phone Number" properties on various objects, and some objects have NO Phone Number properties available. Currently the workaround is to add a custom property with field type of "text" or "number" .... but the for read more
Reply Idea Professional
116 upvotes
30 Replies
joelgrossman
Participant
May 27, 2023
Ugh, yes. Such a strange missing feature. We have forms that request other phone numbers that are now pretty close to useless for us because they're ...read more
khughes on April 03, 2017
Add CC and BCC capabilities to emails from HubSpot
We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email f read more
Reply Idea Marketing Emails
828 upvotes
249 Replies
joelgrossman
Participant
May 17, 2023
Use Case: when a quote is signed, and an Implementation Manager is assigned (this is a property that we have on the Deal, of type "HubSpot User"), I ...read more
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