AndyPurple

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TobiasBojesen en Noviembre 23, 2022

ability to copy (custom) line items to a new deal in a workflow

Hi Hubspot I would like to be able enroll a deal in a workflow and dublicate the deal AND the line items associated with the original deal. Ideally being able to filter on which line items to copy, but as a start just to copy those line items w Leer más

Responder Idea Products and Quotes Workflows

3 Me gusta

2 Respuestas

AndyPurple

Participante

Enero 04, 2023

Commenting for update I have the same requirement. We need to reproduce our entire deal as a new "RENEWAL" deal the following year, immediate...Leer más

AShields en Septiembre 06, 2021

Linkedin Sales Navigator integration into HubSpot

Hi, We have just taken a Linkedin Sales Navigator trial and have integrated within HubSpot. However, there doesnt appear to be a great deal of integration and systems such as Sales Force seem to have much better functionilty in comparison. Is there Leer más

Responder Idea Integrations

6 Me gusta

4 Respuestas

AndyPurple

Participante

Noviembre 15, 2021

We have also just signed up to LI Sales Nav Teams. The integration and sync'ing capabilities within LI & either Salesforce or MS Dynamics rea...Leer más

FelipeFelix en Julio 08, 2020

Looping workflows

Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t Leer más

Responder Idea Workflows

89 Me gusta

31 Respuestas

AndyPurple

Participante

Noviembre 05, 2021

This is very disappointing. Workflow functionality should be available anywhere that workflows exist or might be used. Our use case for this is t...Leer más

romi en Abril 20, 2020

Allow x days in "is next" Report Filters

In the 'is last' report filters there are options for: 7 days, 14 days, 30 days, 60 days, 90 days, 365 days. Please add these options to the 'is next' Report filter.

Responder Idea Sales Reporting

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7 Respuestas

AndyPurple

Participante

Diciembre 09, 2020

Really important for forecasting and reporting. on the 1st day of a quarter, the "next quarter" date range is exactly the same as for the last day of...Leer más

JessicaSmith en Febrero 14, 2019

Display Calculated Deal Property in Currency Format

I've created some custom deal properties which are calculations. I'd like the result of these calculations to be displayed in the currency format.

Responder Idea Deals

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58 Respuestas

AndyPurple

Participante

Diciembre 07, 2020

Ditto, Having to work round other Hubspot limitations (no currency conversion at deal item level, only being able to convert to a single company amou...Leer más

AndyPurple en Diciembre 07, 2020

Calculations using stored currency

It would be great if HubSpot would allow calculations to refer to the currency lookup table. We have a report that needs to be rendered in a different currency to our company currency (we cannot use deal amount as we support 5 currencies). Whils Leer más

Responder Idea Dashboards & Reports Sales Reporting

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