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annieg241
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Member since ‎Aug 24, 2020
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Annamarie Galante

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annieg241 on September 19, 2023
Modifying tasks to be every "x" "weekdays"
Currently, the  task repeat feature allows you to do every other day task reminders. It would be helpful to do the same for the week days feature. Currently, we can only do "set to repeat every weekday", it would be great to do "set to read more
Reply Idea Tasks
4 upvotes
0 Reply
Stefb on February 08, 2023
Deal list
I think it would be useful to have the possibility to create deal lists, as for contacts and companies. In this way these lists could be exported and used in deal-based workflows.
Reply Idea Lists
65 upvotes
10 Replies
annieg241
Contributor
August 02, 2023
I wish that the new beta would allow you to see contact properties that go along with the deal lists. We'd love to be able to call our old deals on ...read more
SkeeStylus on May 08, 2020
Dependent Fields on the Contact Record
I am surprised this hasn't been addressed but I would love to see dependant fields available on the contact, company, deal and ticket record. Clients ask me, almost weekly, if there's a "another drop-down that would pop-up depending on what I read more
Reply Idea Contacts & Companies
15 upvotes
5 Replies
annieg241
Contributor
July 15, 2023
Yes we absolutely need this
annieg241 on May 26, 2023
Create the ability to clone an action in a workflow into multiple areas
The cloning action in a workflow is very helpful. However, it only allows you to place the cloned action into one place and then you HAVE to save it. It would be great if we could clone the action into multiple places if we have an action we want cl read more
Reply Idea Workflows
0 upvote
0 Reply
Solved
BAdair on April 11, 2022
Need to assign MSA based on zipcode
We recently migrated from Salesforce to Hubspot. Previously, we assigned our team members contacts to follow up with based on their MSA (Metropolitan Statistical Area) which was calculated by zipcode. Does Hubspot have a plug in option of any kind read more
Reply Discussion
0 upvote
5 Replies
annieg241
Contributor
April 14, 2023
But isn’t that an enormous workflow and an enormous amount of time to build it?
Solved
BAdair on April 11, 2022
Need to assign MSA based on zipcode
We recently migrated from Salesforce to Hubspot. Previously, we assigned our team members contacts to follow up with based on their MSA (Metropolitan Statistical Area) which was calculated by zipcode. Does Hubspot have a plug in option of any kind read more
Reply Discussion
0 upvote
5 Replies
annieg241
Contributor
April 14, 2023
But isn’t that an enormous workflow and an enormous amount of time to build it?
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