JBragg

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Joe Bragg

I lead in software implementation, process improvement, and system management. I regularly evaluate the features offered by HubSpot, how we use them currently, and where they can take our business. One of my goals is to become a valuable member of the HubSpot community, so I will begin contributing Ideas, Solutions and others whenever I see the opportunity!

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Andreas_P on July 03, 2019

"reconnection" after a if/then branch

Dear community, I have the following task: After checking whether a new contact exists in our connected Salesforce system I do two different actions. So far so good. That works perfect. But now I would like to go on on a single path. Is there a read more

Reply Discussion

1 upvote

4 Replies

JBragg

Participant

May 22, 2024

Yes it's not the exact solution but it will work fine! Here's an example.

JBragg on April 17, 2024

Enable Import to Calculation Property

HubSpot Administrators and Data Managers may find it useful to write values to a Calculation Property via import. The import should overwrite the current value, but not trigger a recalculation. For some records, it may be desired to manually set read more

Reply Idea Properties

0 upvote

0 Reply

NicoleSengers on February 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 read more

Reply Idea Contacts & Companies Workflows

1070 upvotes

343 Replies

JBragg

Participant

February 16, 2024

I'm thrilled to hear this is in development. We have a Deal-based Workflow that creates another Deal and an Association between those two Records. Th...read more

roisinkirby on October 20, 2016

Welcome to the Community - introduce yourself!

Welcome to the HubSpot Community! For a full list of current members of the Community team, check out Who's who on the HubSpot Community . This community has been designed for YOU the HubSpot customer to ask questions, find answers and e read more

Reply Discussion Announcement

100 upvotes

4165 Replies

JBragg

Participant

September 15, 2022

Hi, my name is Joe, I've been using HubSpot for almost 2 years. I am a Process Improvement Leader, so I am always looking at HubSpot from a problem s...read more

JBragg on September 15, 2022

Increase the Options on Saved Views

Saved Views are great. They let you choose exactly what information you see for a particular type of Record , standardize it, and share it with your organization. I would suggest increasing the options available to make this an even more pow read more

Reply Idea Properties

9 upvotes

1 Reply

CSchulte5 on April 01, 2022

Update to the Mobile App: Tickets, Commenting & Mentioning Users

While the most recent updates to the mobile app were spectacular, there are still a few key features missing that are absolutely crucial to the success of Hubspot users. 1. Tickets For some businesses like ours, viewing tickets on the go is hug read more

Reply Idea Mobile Applications

4 upvotes

3 Replies

JBragg

Participant

July 26, 2022

I agree with both of these ideas! I just reached out to HubSpot Support asking about the same features. I'm not sure why there are many differences b...read more

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