AndyPurple

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TobiasBojesen le Novembre 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 Lire la suite

Répondre Idée Products and Quotes Workflows

3 Mentions J'aime

2 Réponses

AndyPurple

Participant

Janvier 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...Lire la suite

AShields le Septembre 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 Lire la suite

Répondre Idée Integrations

6 Mentions J'aime

4 Réponses

AndyPurple

Participant

Novembre 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...Lire la suite

FelipeFelix le Juillet 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 Lire la suite

Répondre Idée Workflows

89 Mentions J'aime

31 Réponses

AndyPurple

Participant

Novembre 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...Lire la suite

romi le Avril 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.

Répondre Idée Sales Reporting

35 Mentions J'aime

7 Réponses

AndyPurple

Participant

Décembre 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...Lire la suite

JessicaSmith le Février 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.

Répondre Idée Deals

189 Mentions J'aime

58 Réponses

AndyPurple

Participant

Décembre 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...Lire la suite

AndyPurple le Décembre 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 Lire la suite

Répondre Idée Dashboards & Reports Sales Reporting

1 Mention J'aime

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