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katiebroyles
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Member since ‎Jun 2, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    13

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Katie Broyles

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Activity

AlexCarnall on November 26, 2021
Export Website & Landing Pages in Excel or CSV format
I have a feature request: Please could you have an option to export all landing pages with page names, hubspot URLs & live page URLs? This would be incredibly handy for site audits, SEO & planning. Thanks in advance
Reply Idea Analytics Tools Landing Pages Website Pages
41 upvotes
17 Replies
katiebroyles
Participant
August 04, 2023
We need this so bad because we're doing a full on audit on all our hubspot stuff, and this is just making it a bit too difficult for my liking.
ghrs123 on August 31, 2021
Rename Client Attachments
We need to have a way to rename client attachments because otherwise we have to download things that clients send, rename them and them upload them. Its a huge waste of time. Clients often name attachments they send with random words or numbers read more
Reply Idea Contacts & Companies
15 upvotes
6 Replies
katiebroyles
Participant
August 02, 2023
I have a lot of users that would love this capability, especially when associating an attachment to a deal record where it might be documents specifi...read more
dazcunaga on August 01, 2023
Quickbooks Integration - Automatically Associate invoices to Companies
We want to have the automatic association that happens with contacts when the invoice is synced, to also happen from Invoice to Company. It is possible to do this manually, but we are looking for a way for this to happen automatically if possible. read more
Reply Idea Integrations
10 upvotes
4 Replies
katiebroyles
Participant
August 02, 2023
That would be super handy! I imagine using the quickbooks API and syncing it through a custom code workflow you could maybe create something, or even...read more
Solved
katiebroyles on July 20, 2023
Make an association mandatory before a deal changes stages
Is there a way to make an association mandatory before a deal changes stages? For example, we have email automations upon the successful win/close of a deal, but that does not follow through unless a contact is associated, and as we are a lender, kn read more
Reply Discussion Deals
1 upvote
2 Replies
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
794 upvotes
224 Replies
katiebroyles
Participant
June 13, 2023
We have two forms depending on the contact type in association to the deal the form eventually creates, we'd use this in a workflow to help associate...read more
katiebroyles on June 06, 2023
Admin Certificate for HubSpot Academy
We have a few users that only work within the backend of HubSpot, onboarding users, setting permissions, adjusting teams, or managing objects and properties, and while some of these items are mentioned in some HubSpot Academy courses, there isn't on read more
Reply Idea Academy
0 upvote
0 Reply
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