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ybn
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Member since ‎Sep 9, 2020
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Yann Bouan

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ybn on April 29, 2021
Sync tasks with Operations Hub
Now that Pie Sync is built in it would be nice to allow syncing tasks to MS Outlook, To-do or Planner or google tasks. (or Google Tasks) Some users/teams are used to working out of those tools and have internal tasks managed there. Currently read more
Reply Idea Tasks
0 upvote
0 Reply
JGysin on February 25, 2021
Increased deal revenue granularity
At present, you can only record two revenue values against deals in HubSpot: The total revenue The monthly ‘recurring revenue’ The challenge for our business is that whilst some of our deals will be paid through one sole payment and some spl read more
Reply Idea Deals
21 upvotes
10 Replies
ybn
Participant
April 27, 2021
Quaterone allows you do this type of revenue planning with a nice grid view to easily spread revenues. They can also spread revenue automatically...read more
dbrundage on December 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 read more
Reply Idea Deals
14 upvotes
6 Replies
ybn
Participant
April 27, 2021
The stage property should be removed (or removable) from the deal creation form. Today it is imposed by Hubspot as a mandatory field with the pip...read more
ybn on April 27, 2021
Hubspot Insights as a workflow action
Problem: Hubspot Insights is an on/off feature that automatically updates data fields for all companies with web sourced data that isn't always relevant or overwritting some important custom data. Solution: Instead of Hubspot Insights being read more
Reply Idea Contacts & Companies
2 upvotes
0 Reply
ybn on April 27, 2021
Auto create and associate company based on contact lifecycle or workflow
Problem: Hubspot auto creates companies for inbound contacts that are spam. In our case the company related to a contact from online sources is only needed for MQL contacts. Solution: Auto create and associate company only for contacts reachin read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
ybn on April 12, 2021
Common property definitions
Custom multiselect property definitions should be shareable between objects so that the fields can be synced or agregated. For example a deal has X line items that all have a Product catergories (PnL reporting line for example) assigned to them read more
Reply Idea Properties
0 upvote
0 Reply
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