HubSpot Community - About btsp

Contributor

Member since

Message

solutions
1
Replies
10
Upvotes Given
26
Upvotes Received
37
Ideas
2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Friends list is empty

Matthew Hall

This user hasn't created a bio yet. Edit your own profile here!

Activity

Lisanne on July 05, 2018

Copying Company/Contact property values inward to Deal properties (in Deal workflows)

Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p read more

Reply Idea Deals Workflows

124 upvotes

45 Replies

btsp

Contributor

May 24, 2022

@MeganLegge any update on this?

everest8878 on May 16, 2017

Workflow Performance Reporting

My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an read more

Reply Idea Sales Reporting Workflows

124 upvotes

32 Replies

btsp

Contributor

April 04, 2022

I wonder if this should be merged with this other request: https://community.hubspot.com/t5/HubSpot-Ideas/Export-Workflow-History/idc-p/607716 ...read more

Peterson on February 24, 2020

Export Workflow History

It would be great to export the data that you see in the history tab of the workflows, including dates of contact enrollment, meets the goal, finishes the workflow, who has errors, etc.

Reply Idea Workflows

136 upvotes

31 Replies

btsp

Contributor

April 04, 2022

Given the bad decision HubSpot made to disable the published Workflow Log API without replacing it, and the GUI referenced in this feature request do...read more

zwolfson on June 19, 2019

Sunset: Workflow Log Events Endpoint

What’s happening? We'll no longer support the Workflows Log events endpoint ( https://developers.hubspot.com/docs/methods/workflows/log_events ), which has seen little use. This will allow us to focus on improving HubSpot’s automation platform ins read more

Reply Discussion Announcements

2 upvotes

3 Replies

btsp

Contributor

April 04, 2022

This is a really unfortunate decision to de-support a published API. I have a workflow, which triggers work for some of our employees, and I foun...read more

Qizzle on October 11, 2021

Create a ratio type calculation field

For Sales Managers and salespeople, create a ratio type calculation field so you can calculate the ratio between fields, e.g., number of closed won deals vs closed lost. This will help assess the success rate and/or effectiveness of deal activity b read more

Reply Idea Sales Reporting

2 upvotes

1 Reply

btsp

Contributor

February 18, 2022

We could definitely use this for figuring out ratios of things getting through different stages in the pipeline.

btsp on May 28, 2021

Changing auto-association behavior which is hostile to B2B2B workflows

We are using HubSpot for B2B2B sales, insurance being sold via broker/agent partnerships. This means many Deals with one Deal Contact, where each deal has ABSOLUTELY NOTHING to do with other deals and should be kept completely separated. We are read more

Reply Idea Contacts & Companies Deals Meetings

5 upvotes

4 Replies

View latest posts