Hawk-Steve

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Hawk-Steve on Fevereiro 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 Leia mais

Responder Discussão Reports

1 avaliações positivas

2 Respostas

NicoleSengers on Fevereiro 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 Leia mais

Responder Idéia Contacts & Companies Workflows

967 avaliações positivas

253 Respostas

Hawk-Steve

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Fevereiro 27, 2024

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

LHenrickson on Janeiro 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 Leia mais

Responder Idéia Conversations Tickets

58 avaliações positivas

15 Respostas

Hawk-Steve

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Dezembro 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...Leia mais

Hawk-Steve on Novembro 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 Leia mais

Responder Idéia Custom Objects

1 avaliações positivas

2 Respostas

SaraP on Março 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 Leia mais

Responder Idéia Analytics Tools Tasks

18 avaliações positivas

7 Respostas

Hawk-Steve

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Outubro 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...Leia mais

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aleksbasara on 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 Discussão Data Sync

0 avaliações positivas

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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...Leia mais

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