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oliaskew
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Miembro desde ‎ago 10, 2020
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hayesnelson en Junio 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Leer más
Responder Idea Sequences Workflows
774 Me gusta
262 Respuestas
oliaskew
Participante
Enero 11, 2022
To release this feature which was requested by the community since 2017, now ONLY for Enterprise clients is a real kick in the teeth. It's an i...Leer más
jessewragg en Abril 02, 2020
Add more conditions to sections in sidebar editing
When creating custom sidebars, you should be able to make the sections conditional on any property value; not just "industry" or "life cycle stage"
Responder Idea Contacts & Companies
72 Me gusta
21 Respuestas
oliaskew
Participante
Diciembre 20, 2020
Conditional sections do not—by definition—feel like an 'enterprise' feature in my opinion. It's disappointing that this feature is not available ...Leer más
oliaskew en Noviembre 12, 2020
Cannot expand form submission card in contact activity feed on the app
When a new lead fills out a form on my site, I receive an automated email to let me know that a form has been submitted. When I click the orange button to View in Hubspot I am taken to the Contact record. In the activity feed, I can see the F Leer más
Responder Idea Mobile App
2 Me gusta
0 Respuestas
hayesnelson en Junio 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Leer más
Responder Idea Sequences Workflows
774 Me gusta
262 Respuestas
oliaskew
Participante
Enero 11, 2022
To release this feature which was requested by the community since 2017, now ONLY for Enterprise clients is a real kick in the teeth. It's an i...Leer más
Resuelta
lisat2m en Abril 05, 2017
Move closed won and closed lost from deals dashboard
Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.
Responder Conversación
9 Me gusta
12 Respuestas
oliaskew
Participante
Agosto 28, 2020
Hi, I would like to share an approach that works for us. As a newbie, I found a lack of archiving functionality very frustrating upon realising w...Leer más
Anonymous en Abril 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Responder Idea Deals
362 Me gusta
97 Respuestas
oliaskew
Participante
Agosto 28, 2020
It beggars belief that so many people are requesting a feature that should be solved quite easily. I'm going backwards and forwards trying to f...Leer más
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