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mortenstaal
Participant | Platinum Partner
Member since ‎Feb 27, 2020
  • solutions
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  • Replies
    2
  • Upvotes Given
    74
  • Upvotes Received
    11
  • Ideas
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Morten Staal

I have 5+ years of experience with digital marketing at both a strategic and practical level. I have assisted both SMEs and larger companies in defining, implementing and executing marketing strategies. The primary focus area in my work is marketing automation, sales automation, inbound marketing, consultance and implementation of CRM, as well as lead generation. With these competencies, I help and advise companies to restructure their sales and marketing automation. In addition, I exercise a broad range of digital marketing, such as SEO, content marketing, email marketing and paid advertising on Google and social media.

Activity

ESeligmanCTC on January 19, 2023
There has been an update to workflows that allows copying of company property values to contact properties in contact-based workflows. What I propose is that this capability be expanded to other objects (both the object types of the workflow and the read more
6 upvotes
1 Reply
Participant | Platinum Partner
December 13, 2023
I am struggling with the same workflow limitations and logic issues at the moment. This is very much needed.
mcraciun on October 31, 2023
Posting on behalf of a customer who is looking for the ability to filter lists using association labels. Currently, when filtering a list and selecting the associated object, you can then select ANY associated record, primary record or a specific read more
11 upvotes
5 Replies
Participant | Platinum Partner
December 06, 2023
This is very much needed in various use cases. I hope this will be rolled out very soon.
bsm007 on January 29, 2020
We need a way to pre-set the value of a property field. I am constantly creating new Contacts where 85% of the time, the values of several properties are always the same. For example, I have a property called HaveX that should almost always be a va read more
244 upvotes
61 Replies
Participant | Platinum Partner
August 30, 2023
@hubspot - is this something you are going to add on the roadmap? Much needed 🙂
NilsK on January 02, 2020
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
502 upvotes
182 Replies
Participant | Platinum Partner
May 17, 2023
It's beyond stupidity that this is not part of a quoting platform.
FDeCaulp on April 10, 2023
Hello! The company I work for uses Hubspot to manage customer information as well as project information for our clients. We have multiple new clients who are being referred to us on a regular basis by previous/current clients as well as by other gr read more
4 upvotes
3 Replies
Participant | Platinum Partner
April 11, 2023
This is a great idea to be suggested. It falls in the line of the need for lookup properties in the HubSpot CRM - being able to reference other Obje...read more
dave-ops on October 15, 2020
Hi! It would be great to have a (hyperlinked) lookup property type as an option for custom properties so that a user can reference a Contact record already in the database, and click on it to navigate directly to the Contact record (similar to how read more
29 upvotes
7 Replies
Participant | Platinum Partner
March 28, 2023
This is heavily needed in order for HubSpot CRM to be categorized as an Enterprise-solution
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