Profile

katiebroyles
Participant
Member since ‎Jun 2, 2020
Message
  • solutions
    0
  • Replies
    3
  • Upvotes Given
    21
  • Upvotes Received
    66
  • Ideas
    13

about

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

Following

    Friends list is empty

Katie Broyles

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

Activity

katiebroyles
Participant
August 04, 2023
Reply to Export Website & Landing Pages in Excel or CSV format
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.
katiebroyles
Participant
August 02, 2023
Reply to Rename Client Attachments
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
katiebroyles
Participant
August 02, 2023
Reply to Quickbooks Integration - Automatically Associate invoices to Companies
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
8 upvotes
6 Replies
katiebroyles
Participant
June 13, 2023
Reply to Set Association Labels On Records via a Workflow
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
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.