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SLindmont
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Member since ‎Mar 15, 2021
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Sara Lindmont

Expanding client's single source of truth with the first middleware build specifically for HubSpot.

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Stefan_PSV on May 31, 2021
Additional tokens deal-based-workflow-mails
Hello there, in deal-based workflow e-mails, it is possible to use the contact and its assigned company for personalization. For our customers it is very often the case that deals are assigned to a different company than the contact (e.g. NO co read more
Reply Idea Deals Marketing Emails Products and Quotes Workflows
3 upvotes
2 Replies
SLindmont
Member
February 23, 2022 13:04
My client is struggling with this as well. They are creating a workflow that is deal triggered to upsell on another pipeline at a certain stage. For ...read more
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
Reply Idea Dashboards & Reports
247 upvotes
85 Replies
EAndersson
Member
May 17, 2022 03:57
This is essential!
GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
61 upvotes
17 Replies
RCorner
Member
April 26, 2022 02:46
I'll echo the comments here that extended reporting for Playbook use/input is vital. We want to ensure we have fluidity with our playbooks and they c...read more
SLindmont on April 08, 2021
Add column Internal ID to Properties Page
We are a HS Partner that helps customers integrate other systems with HS. My tech team uses Internal ID for Properties instead of Name. The Properties page with the columns is great but I would like to add Internal ID as an option for easier communi read more
Reply Idea Properties
0 upvote
0 Reply
lrn24 on January 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Reply Idea Tasks
393 upvotes
175 Replies
quiggdavid1406
Member
October 06, 2021 03:39
The ability to toggle times on and off would be great. I personally prefer to have times on taks and I like to space them out throughout my day. But ...read more
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