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JosieSA
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Member since ‎Sep 4, 2017
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    16
  • Upvotes Given
    56
  • Upvotes Received
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Josie Hill

I love solving problems. I have 19 years of digital and marketing technology experience, working across SA, UK and USA. From adserving, inventory management, web analytics, tag management, data management platforms to CRM, automations and integrations. All applied with a lens of training, coaching and change mangement. My favourite projects are where I get to roll up my sleeves and DO. What I have learned over the years is it's not about the tech, it's about how you use it.

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keriestewart on May 02, 2018
sequences and automation
i have multiple sequences set up to send to our clients (we are B2C) . When the contact comes to the end of the sequence, i want to be able to set up a workflow or automation that will change their status. currently there is no way to do this.. ? read more
Reply Discussion
5 upvotes
13 Replies
DTadd1
Participant
March 10, 2022 12:59
This is what I was looking for, thanks. But I do think it is really strange that we have to input a sequence id rather than lookup all sequences from...read more
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
370 upvotes
116 Replies
beezwings
Member
October 01, 2020 06:21
Is this possible with inline attachments? Many customers send me inline photos which I need to record. What's the easiest way to get those into their...read more
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
370 upvotes
116 Replies
beezwings
Member
October 01, 2020 06:21
Is this possible with inline attachments? Many customers send me inline photos which I need to record. What's the easiest way to get those into their...read more
jameswindrow on February 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
Reply Idea Contacts Reporting Workflows
232 upvotes
76 Replies
fabiohub
Member
October 14, 2020 12:48
here too!
CCasemore on August 17, 2017
Allow the use of relative dates in workflow/smart list criteria
HubSpot Marketing currently only allows smart lists and workflows to use Deal date fields as absolute values (eg. August 17, 2017). This makes it very difficult to create smart lists and workflows based on aging deals or moving time ranges. The read more
Reply Idea Deals Lists Workflows
127 upvotes
40 Replies
TSpencer
Member
May 23, 2022 19:27
Agree. I have used this in Salesforce workflows for over 12+ years so very surprised that it was missing in Hubspot. Thinking I must be wrong, I ca...read more
JennPape on June 11, 2018
Past Due Activities Still Count as "Next Activity Date"
Currently, if a task is past due, they system will not recognize a "next activity date" and it will appear that there is no task set. I use the "next activity date is unknown" filter to quickly find new contacts that have been added to our dat read more
Reply Idea
18 upvotes
16 Replies
RVinge
Participant
January 18, 2022 02:57
+1
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