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ksalazar
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Mitglied seit ‎Jul 15, 2020
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Kyla Salazar

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rwong on Januar 20, 2021
Viewing history of test emails sent from the marketing email tool
(Creating this feature request on behalf of a customer) It would be useful to have a location or screen in-app where users can view the history of test emails sent to users via the "test email" feature in the marketing email editor. Beitrag ansehen
Antworten Idee Marketing Emails
14 Likes
2 Antworten
ksalazar
Mitglied
Juni 08, 2022
Would love to see this feature.
ksalazar on März 23, 2022
Automatically Save Form as PDF
It would be great if there was a checkbox that allowed forms to be saved to the contact record that submitted it as a PDF underattachments automatically. Currently we use manobyte to fill this void, but it is a bit manual when you have 100s of Beitrag ansehen
Antworten Diskussion Programmable Automation
9 Likes
5 Antworten
Arne on April 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c Beitrag ansehen
Antworten Idee Contacts & Companies Lead Flows Tasks Workflows
372 Likes
98 Antworten
ksalazar
Mitglied
Februar 04, 2022
@JFountain agree - this should be way simpler than creating more workflows that would need to contantly be managed.
vanessahunt on Oktober 15, 2020
Beta report builder needs hyperlinks to view records when using Table format
I've just tried out the new report builder beta this morning. I noticed that when I added a 'table' component there was no 'hyperlink' option next to record names or IDs (compare this to the list of records displayed when you click on a bar in a Rep Beitrag ansehen
Antworten Idee Dashboards & Reports
49 Likes
18 Antworten
ksalazar
Mitglied
Januar 21, 2022
Same here - our team is using a beta report in multiple meetings and are unable to have linked options for quicker updates as we are talking through ...Beitrag ansehen
brhellman on Oktober 28, 2019
Doing math in workflows
It would be helpful if in your workflows you could do math. For example we have a workflow that creates a new deal in the renewal pipeline for every contract that is invoiced. For most of the contracts simply adding a due date of 365 days (1 year Beitrag ansehen
Antworten Idee Workflows
39 Likes
8 Antworten
ksalazar
Mitglied
August 19, 2021
we would like to see the ability to add a couple currency fields that automatically add up and udpate the deal amount.
Arne on April 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c Beitrag ansehen
Antworten Idee Contacts & Companies Lead Flows Tasks Workflows
372 Likes
98 Antworten
ksalazar
Mitglied
Februar 04, 2022
@JFountain agree - this should be way simpler than creating more workflows that would need to contantly be managed.
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