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KTownsend
(She/her)
Top Contributor | Elite Partner
Member since ‎Jan 8, 2021
  • solutions
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  • Replies
    63
  • Upvotes Given
    30
  • Upvotes Received
    116
  • Ideas
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Katie Townsend

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KTownsend on November 27, 2023
It would be really useful to be able to hide properties that have no value (i.e. they haven't been filled in yet) from showing on the default left sidebar for contact and deal records. it makes it harder to see information at a glance, because we ha read more
10 upvotes
2 Replies
KTownsend on October 12, 2023
We have business units, and would like to be able to automatically exclude contacts from other brands' workflows if they are currently in another workflow. For example, if they are going through a renewal nurture sequence for one brand, we don read more
0 upvote
0 Reply
KTownsend on October 12, 2023
It would be super helpful to be able to merge contacts via a workflow. We sometimes have contacts who submit forms with different email addresses, but they have the same reference number, which is a custom property in HubSpot. We want to be able to read more
0 upvote
0 Reply
KTownsend on September 27, 2023
It would be great to have the ability to view associated line items and also their quantities from the main deal list view rather than having to click into the deal record to view the quantities - it would help massively with our reporting as we nee read more
7 upvotes
5 Replies
Solved
Smanstey on August 17, 2023
Hey everyone. A question re quote based workflows. Is it possible to trigger a workflow based on a SKU used in the quote ie. If a SKU has been used, trigger a workflow that will prompt a ticket to be raised via Jira integration.
0 upvote
4 Replies
Top Contributor | Elite Partner
August 17, 2023
Absolutely - you can use the filter 'SKU is any of...' or 'SKU contains...' to filter down by specific SKUs. I hope this helps!
Solved
Smanstey on August 17, 2023
Hey everyone. A question re quote based workflows. Is it possible to trigger a workflow based on a SKU used in the quote ie. If a SKU has been used, trigger a workflow that will prompt a ticket to be raised via Jira integration.
0 upvote
4 Replies
Top Contributor | Elite Partner
August 17, 2023
Absolutely - you can use the filter 'SKU is any of...' or 'SKU contains...' to filter down by specific SKUs. I hope this helps!
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