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btsp
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Member since ‎Mar 3, 2020
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  • Upvotes Given
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Matthew Hall

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Activity

Lisanne on July 05, 2018
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
124 upvotes
45 Replies
Contributor
May 24, 2022
@MeganLegge any update on this?
everest8878 on May 16, 2017
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
124 upvotes
32 Replies
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
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.
136 upvotes
31 Replies
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
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
2 upvotes
3 Replies
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
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
2 upvotes
1 Reply
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
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
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