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ksalazar
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Membre depuis ‎juil. 15, 2020
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Kyla Salazar

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rwong le Janvier 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. Lire la suite
Répondre Idée Marketing Emails
14 Mentions J'aime
2 Réponses
ksalazar
Membre
Juin 08, 2022
Would love to see this feature.
ksalazar le Mars 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 Lire la suite
Répondre Discussion Programmable Automation
9 Mentions J'aime
5 Réponses
Arne le Avril 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 Lire la suite
Répondre Idée Contacts & Companies Lead Flows Tasks Workflows
372 Mentions J'aime
98 Réponses
ksalazar
Membre
Février 04, 2022
@JFountain agree - this should be way simpler than creating more workflows that would need to contantly be managed.
vanessahunt le Octobre 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 Lire la suite
Répondre Idée Dashboards & Reports
49 Mentions J'aime
18 Réponses
ksalazar
Membre
Janvier 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 ...Lire la suite
brhellman le Octobre 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 Lire la suite
Répondre Idée Workflows
39 Mentions J'aime
8 Réponses
ksalazar
Membre
Août 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 le Avril 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 Lire la suite
Répondre Idée Contacts & Companies Lead Flows Tasks Workflows
372 Mentions J'aime
98 Réponses
ksalazar
Membre
Février 04, 2022
@JFountain agree - this should be way simpler than creating more workflows that would need to contantly be managed.
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