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juliehuval
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Member since ‎Nov 10, 2020
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Julie Huval

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juliehuval on March 13, 2024
CTAs in HubDB
With the transition to the new CTAs all of our old CTAs are not functioning correctly in our HubDB files (i.e. case studies). Need to have the new CTAs functionality available in the "insert" option within HubDB.
Reply Idea CTAs
0 upvote
0 Reply
rockc_01 on April 29, 2022
List "View Owner" as a descriptor of Views for adminstrators
When deleting properties from the CRM, the administrator will sometimes be unable to make the deletion because the property is being used in Views that the administrator does not own. With this idea, the administrator will be able to see who own read more
Reply Idea Contacts & Companies
10 upvotes
4 Replies
juliehuval
Member
December 20, 2022
Same! I need to be able to remove some duplicate fields and people have them tied to their own views. Waiting for them to "eventually" get to it is a...read more
juliehuval on September 30, 2022
update lifecycle stage by workflow
I know HubSpot is not currently setup to revert a contact's lifecycle stage via a workflow but doesn't that go against the idea of the flywheel? I know we can manually change the lifecycle stage but we need to automate this. We are an enterpris read more
Reply Idea Workflows
1 upvote
1 Reply
TMcAllister on February 11, 2022
Add Colors to Property Fields
My customer success team likes to use colors like green, yellow, and red to indicate the health of an account. It would be helpful if we could create properties that allow us to use colors as the label so we can see which accounts are in good health read more
Reply Idea Properties
46 upvotes
16 Replies
juliehuval
Member
June 17, 2022
Definitely need this for sanity. Being able to recognize an account status based on color quickly would be a game-changer.
bdeutz on May 18, 2021
Add 'Export to .CSV' Functionality in Workflow
We often run into issues where multiple sets of data - whole lists, or all contact info from a set period of time - needs to be exported on a regular basis. It'd be great if we could have the ability to set up a workflow to auto-export and send a .C read more
Reply Idea Lists Workflows
8 upvotes
5 Replies
juliehuval
Member
November 10, 2021
I need this as well. Workflow is triggered from a ticket closing and need to send a CSV file to team members so they can add contacts to another plat...read more
juliehuval on May 19, 2021
embed ticket on landing page/web page
Would be ideal to embed a ticket on a landing page or web page. I know I can create a form that attaches to a workflow that can then create a ticket but it would be ideal to just embed the ticket. If our ticket fields ever changed I would need to up read more
Reply Idea Tickets
0 upvote
0 Reply
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