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ShayB
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Mitglied seit ‎Jun 30, 2020
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afuturemanager on April 09, 2020
Delay workflows on specific dates
Is there a possibility to delay the workflow so that no mail is sent on a certain date (e.g. because it is a public holiday)? Alternatively, it would be helpful if you could choose working days instead of always and certain weekdays.
Antworten Idee Workflows
4 Likes
3 Antworten
ShayB
Teilnehmer/-in
November 12, 2020
Yep, I would also like to trigger an event every new quarter, Delay til specific date with some if/thens would solve for this case, wheras today I ne...Beitrag ansehen
claireWorkCast on Februar 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when Beitrag ansehen
Antworten Idee Products & Quotes
188 Likes
46 Antworten
ShayB
Teilnehmer/-in
Oktober 01, 2020
I don't think I can even use the Products feature effectiely without it being tied to the Company record, since the Sales team and uses Deal records ...Beitrag ansehen
dbrundage on Dezember 18, 2019
Update Stage Properties Require Upon Deal Creation
I use the "update stage properties" to require users to fill out certain properties before they advance a deal to a given stage. However, when a user first creates a deal, they are able to bypass these requirements. This makes the "update stage prop Beitrag ansehen
Antworten Idee Deals
14 Likes
6 Antworten
ShayB
Teilnehmer/-in
August 25, 2020
Same issue, need to enforce certain properties are filled and they are being bypassed by skipping stages.
JonnyT on Juni 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM Beitrag ansehen
Antworten Idee Tickets
183 Likes
64 Antworten
ShayB
Teilnehmer/-in
August 19, 2020
Just setting up Service Hub, very surprised to see this doesn't exist, we definitely need it as well.
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ploklue on April 22, 2020
Filter contacts in CRM by "Last contacted by"
Is there a way for me to filter contacts by a "last contacted by"? I'd like to see all the contacts that my coworker - who left the company - contacted last. We aren't the best at updating company owner in Hubspot CRM, so there are some contacts Beitrag ansehen
Antworten Diskussion
4 Likes
3 Antworten
ShayB
Teilnehmer/-in
Juni 30, 2020
I too am looking to create a "Last Contacted By" (Hubspot User) property on the Contact record. Trying to do it with "Activity Created by" in workflo...Beitrag ansehen
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