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katiebroyles
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AlexCarnall en Noviembre 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
Responder Idea Analytics Tools Landing Pages Website Pages
45 Me gusta
19 Respuestas
katiebroyles
Participante
Agosto 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 en Agosto 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 Leer más
Responder Idea Contacts & Companies
16 Me gusta
6 Respuestas
katiebroyles
Participante
Agosto 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...Leer más
dazcunaga en Agosto 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. Leer más
Responder Idea Integrations
24 Me gusta
8 Respuestas
katiebroyles
Participante
Agosto 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...Leer más
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katiebroyles en Julio 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 Leer más
Responder Conversación Deals
2 Me gusta
4 Respuestas
NicoleSengers en Febrero 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 Leer más
Responder Idea Contacts & Companies Workflows
967 Me gusta
253 Respuestas
katiebroyles
Participante
Junio 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...Leer más
katiebroyles en Junio 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 Leer más
Responder Idea Academy
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