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btsp
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btsp on Maio 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 Leia mais
Responder Idéia Contacts & Companies Deals Meetings
7 avaliações positivas
5 Respostas
btsp
Colaborador(a)
Fevereiro 09, 2023
In working with my account team at HubSpot recently, I found that some progress has been made on this, though I wouldn't say it's fully solved yet. T...Leia mais
timl on Fevereiro 06, 2020
Improved currency handling
There are two main issues I can see with the way currencies are handled. Exchange rates should be dynamic – there's no way it should be inputted manually. It doesn't have to update every minute, but daily would be nice. Currencies should Leia mais
Responder Idéia Contacts & Companies Deals Products & Quotes Sales Reporting
37 avaliações positivas
21 Respostas
btsp
Colaborador(a)
Janeiro 17, 2023
@ybaptiste the form is still not working, is there any update on this topic?
Lisanne on Julho 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 Leia mais
Responder Idéia Deals Workflows
140 avaliações positivas
54 Respostas
btsp
Colaborador(a)
Maio 24, 2022
@MeganLegge any update on this?
everest8878 on Maio 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 Leia mais
Responder Idéia Sales Reporting Workflows
147 avaliações positivas
32 Respostas
btsp
Colaborador(a)
Abril 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 ...Leia mais
Peterson on Fevereiro 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.
Responder Idéia Workflows
197 avaliações positivas
43 Respostas
btsp
Colaborador(a)
Abril 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...Leia mais
zwolfson on Junho 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 Leia mais
Responder Discussão Announcements
2 avaliações positivas
3 Respostas
btsp
Colaborador(a)
Abril 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...Leia mais
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