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JacobHart
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Member since ‎Sep 10, 2020
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Jacob Hart

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Irmajesty on February 10, 2022
Marketing Files & Sales Documents feeding from same File
We use our restaurant menus in two ways with Hubspot. We have 10 locations with different menus. Our marketing team has a folder in Hubspot: MARKETING > FILES & TEMPLATES >>FILES >>>RESTAURANT MENUS Where we keep read more
Reply Idea File Manager
6 upvotes
4 Replies
JacobHart
Member
December 06, 2023
Same issue, confusing between the two different options
KFewings on December 02, 2021
Offer the option to clone a workflow and change the object type
I want to clone a Companies workflow so that I can apply it to Contacts. It was quite an involved workflow (basically setting out all the US state codes and saying if State/Region was in code format, change it to the appropriate non-code format). I read more
Reply Idea Workflows
34 upvotes
8 Replies
JacobHart
Member
November 02, 2023
Agree this is a critical requirement to save a LOT of re-work!
Trevor on August 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Reply Idea Contacts & Companies Workflows
298 upvotes
105 Replies
JacobHart
Member
July 18, 2023
Yes I absolutely need this! Come on HubSpot - listen to your customers - we have been requesting this since 2017 - that is 6 years ago!
JacobHart on July 12, 2023
Create report on based on time
I would like to report on a contact property per day (as at a certain time per day). Is there anything possible for this?
Reply Idea Dashboards & Reports
0 upvote
0 Reply
TGrabert on December 18, 2020
Playbooks need be accessible on mobile app
We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email read more
Reply Idea Mobile Applications Playbooks
110 upvotes
44 Replies
JacobHart
Member
July 06, 2023
100% agree, our sales reps are out visiting customers face to face and they need to access playbooks on the fly! It is a little bug bear for me that...read more
JacobHart on June 13, 2023
Integrate playbooks and tasks
We want our sales team to call specific contacts every month to do a 'health check' on the customer (ask questions to find out how the health of the account is doing), so we schedule recuring tasks. To get the right questions answered w read more
Reply Idea Playbooks
12 upvotes
7 Replies
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