KMellert

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Upvotes Given
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Kelly Mellert

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Activity

Jacob02 on June 19, 2020

Set timestamp with a workflow

Dear HubSpot team, I would like to set individual timestamps with a workflow since I need to store the exact time and therfore "date of step" is not enough. I already tried to add it via "set property value" and the variable "{{to_local_time read more

Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets) Workflows

44 upvotes

11 Replies

KMellert

Participant

January 31, 2024

We would also like to set individual timestamps into a workflow and a custom field property around deals. Example: If the deal was updated by the sy...read more

BW3 on March 23, 2023

Make it mandatory to associate a Contact and Company when creating a Deal

It's great that this functionality has finally been added to the desktop version. However, it now needs to be enabled for the Mobile App. Users can ignore these mandatory fields when creating a Deal using the App

Reply Idea Deals

13 upvotes

6 Replies

KMellert

Participant

October 11, 2023

Buttoning this up would save us a lot of headaches. We have to harp on the Deal Owner to keep their deal associated. Instead, working on the road to ...read more

WebMechanix-CB on March 11, 2020

Create Personalization Tokens for Images

IDEA: Allow us to use personalized tokens for sales templates! Hubspot support confirmed that "we do not have the ability to insert personalized image tokens to pull in a marketing email and/or sales template." USE CASE: Images are the p read more

Reply Idea Snippets & Templates

77 upvotes

24 Replies

KMellert

Participant

July 10, 2023

We need this functionality to improve our personalized transactional emails instead of creating a template for each client, we can use 1 template and...read more

ThatChristinaG on March 21, 2023

What are you working on this week?

Hey HubFans! What are you working on this week? Is there anything this group can do to help you? Would love to hear more about your work and how we can possibly collaborate!

Reply Discussion

3 upvotes

4 Replies

KMellert

Participant

April 04, 2023

The email group was added to Hubspot as an Inbox Channel. Now, all people in the group get an email in Outlook and an email notification from Hubspot...read more

ThatChristinaG on March 21, 2023

What are you working on this week?

Hey HubFans! What are you working on this week? Is there anything this group can do to help you? Would love to hear more about your work and how we can possibly collaborate!

Reply Discussion

3 upvotes

4 Replies

KMellert

Participant

April 04, 2023

The email group was added to Hubspot as an Inbox Channel. Now, all people in the group get an email in Outlook and an email notification from Hubspot...read more

MollUser1 on September 09, 2020

Report from Company List

The feature, that you can create now lists not just from contacts, but also from companies is very nice. Sadly, you can just create a report of contacts with the "Is member of XXX list" but you can not create a report of companies with the "is mem read more

Reply Idea Sales Reporting

34 upvotes

14 Replies

KMellert

Participant

March 23, 2023

A company list provides higher-level information that is more actionable for our sales team. It's easier to build a company list especially after wor...read more

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