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hansenhunt
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Member since ‎Sep 8, 2017
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waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
306 upvotes
83 Replies
hansenhunt
Contributor
March 09, 2018
@Eleven11 unfortunately we don't use workflows to create deals.
Stanczak on June 07, 2017
Junk Form Entries Overwrite Good Contact Records - Help Put a Stop to It
Here is something many HubSpot marketing & sales customers don't know. If cookie tracking is enabled on your forms (this is the default option), your CRM may be silently overwriting valid contact information with junk entries over time. And if t read more
Reply Idea Forms
27 upvotes
7 Replies
hansenhunt
Contributor
February 20, 2018
This is happening more and more and is a major headache. There is no easy solution or even a manual solution that works becausae you lose all the con...read more
waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
306 upvotes
83 Replies
hansenhunt
Contributor
March 09, 2018
@Eleven11 unfortunately we don't use workflows to create deals.
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
236 upvotes
77 Replies
hansenhunt
Contributor
December 19, 2017
@BrettLanguirand can you please remove your "solution" from this thread so that it can appear as still an open request needing a solution. Your sol...read more
waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
306 upvotes
83 Replies
hansenhunt
Contributor
March 09, 2018
@Eleven11 unfortunately we don't use workflows to create deals.
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
236 upvotes
77 Replies
hansenhunt
Contributor
December 19, 2017
@BrettLanguirand can you please remove your "solution" from this thread so that it can appear as still an open request needing a solution. Your sol...read more
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