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joelgrossman
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Mitglied seit ‎Feb 12, 2020
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Joel Grossman

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ybaptiste on November 17, 2021
Make deal splits data available via public API
Make deal splits data available via public API
Antworten Idee Deals
44 Likes
15 Antworten
joelgrossman
Teilnehmer/-in
Januar 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...Beitrag ansehen
ErinHertz on Oktober 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 Beitrag ansehen
Antworten Idee Meetings
193 Likes
46 Antworten
joelgrossman
Teilnehmer/-in
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 Beitrag ansehen
Antworten Idee Meetings Workflows
1 Likes
0 Antwort
ybaptiste on November 17, 2021
Make deal splits data available via public API
Make deal splits data available via public API
Antworten Idee Deals
44 Likes
15 Antworten
joelgrossman
Teilnehmer/-in
Januar 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...Beitrag ansehen
DebSchleede on Juni 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 Beitrag ansehen
Antworten Idee Professional
116 Likes
30 Antworten
joelgrossman
Teilnehmer/-in
Mai 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 ...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Marketing Emails
829 Likes
249 Antworten
joelgrossman
Teilnehmer/-in
Mai 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 ...Beitrag ansehen
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