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tannerm123
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Member since ‎Mar 6, 2020
  • solutions
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  • Replies
    2
  • Upvotes Given
    47
  • Upvotes Received
    12
  • Ideas
    5

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Activity

robertovergani on January 04, 2022
Hi all, is there a way to add a custom field in the QUOTES and let the client fill the value in the form they receive together with their approval? Most of our clients must add their specific internal order number (a simple text string) I've s read more
5 upvotes
12 Replies
Participant
August 23, 2023
Amazing solution, @MiaSrebrnjak ! Is there an easy way to tie the form submission to that specific quote? My use-case here is asking for the billin...read more
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
526 upvotes
158 Replies
Participant
October 26, 2022
This is a huge deal actually. We are trying to integrate with some third party companies that have workflow integrations. I want to create a note wh...read more
tannerm123 on August 31, 2022
Hello, It would be great if we could add the Total Amount Sum for custom objects that are in each stage of a pipeline. This would be identical to how deals are structured and offers a ton of value for companies whose sales process is not centere read more
1 upvote
2 Replies
jenniferlim on April 13, 2020
With our workflows tool, it is possible to create annual recurring workflows by creating workflows that are centered on a date property . This is great if you’re looking to send an annual birthday greeting to your user base. However sometimes read more
11 upvotes
5 Replies
Participant
January 21, 2022
Hey Jennifer, I've been doing something very similar and found one nuance here. Depending on how many contacts enroll in workflows in your system, th...read more
Achagnon1 on August 07, 2020
I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic read more
432 upvotes
100 Replies
Participant
November 29, 2021
Definitely needed, especially the dynamic 'today' part. Our use-case is sending out a CRS - we only want to send this if the event happened today an...read more
tannerm123 on October 07, 2021
It would be good if my team could change the way the Ads attribution model works within Hubspot. Right now, it goes Impressions -> Clicks -> Contacts -> Deals. The issue here is if the ad click does not lead to a method of contact creation, read more
0 upvote
0 Reply
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