Hawk-Steve

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

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Hawk-Steve en Febrero 28, 2024

Ticket owner has ever been X (and has been X for > 1h)

Hi all, hope all's well - I have a little puzzle for you to work out today 🙂 There are some CRM pipeline setups where the ticket record owner is changed multiple times between users, as the ticket is worked on by 1 team in 1 pipeline, and the Leer más

Responder Conversación Reports

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2 Respuestas

NicoleSengers en Febrero 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Leer más

Responder Idea Contacts & Companies Workflows

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253 Respuestas

Hawk-Steve

Colaborador líder

Febrero 27, 2024

Awesome @MaggieB , I'll be watching this space for that beta!

LHenrickson en Enero 22, 2021

Inserting Tables Into Notes and Comments

Currently, when creating a note for a ticket, or writing comments/replies in the Conversations tab, pasting data from a spreadsheet (like Excel) will insert it as plain text. While you can insert an Excel file as an attachment, it would be hugely he Leer más

Responder Idea Conversations Tickets

58 Me gusta

15 Respuestas

Hawk-Steve

Colaborador líder

Diciembre 21, 2023

Hey all, Adding my vote to this, but also adding a half-way solution I stumbled across as I was fiddling. The note body can be altered by HTML, so...Leer más

Hawk-Steve en Noviembre 07, 2023

Mobile app - Associate activity to custom object records

Idea When using the mobile app to add an activity against a custom object, give the user the ability to associate this activity with other object types (contacts, deals, custom objects, etc). When using the mobile app to add an activity against Leer más

Responder Idea Custom Objects

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SaraP en Marzo 10, 2023

Task Reporting: Completion Efficiency

Submitting this on behalf of a customer! Currently in the Sales Analytics tools, we are able to see the total tasks completed , a key indicator we aren't able to see is the task completion efficiency , i.e. the amount of time it takes a user to c Leer más

Responder Idea Analytics Tools Tasks

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Hawk-Steve

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Octubre 11, 2023

+1 from me after stumbling across this. Surprised it's not a tracked property already, I swear I've seen something like it in the past... Must have d...Leer más

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aleksbasara en Agosto 08, 2023

Sync contacts and activity across 20 portals

Hi, I'm currently working on a PoC for syncing contacts and their activity across 20 HubSpot portals. I've already looked at make and Zapier, but I guess there is a cleaner way to do that. Any ideas? Best Aleks

Responder Conversación Data Sync

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Hawk-Steve

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Agosto 09, 2023

Hey @aleksbasara , a more costly solution - but check out snowflake as a potential tool for helping in this spot. https://ecosystem.hubspot.com/ma...Leer más

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