KBergan

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Kirsten Bergan

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Activity

JasonWofford on February 20, 2023

Customize "From: address" in internal system emails

I have multiple Hubspot clients. Currently, all internal system emails come into my email client From: Hubspot noreply@hubspot.com . I like to keep my inbox tidy. I want to filter for the specific account from which the email is coming, so I can read more

Reply Idea Account Settings

2 upvotes

1 Reply

KBergan

Participant

July 19, 2023

Yes, this would be a great feature to implement. Our company would like to see this implemented too.

maximelexstart on September 21, 2018

Use Deal Properties in Forms

Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.

Reply Idea Forms

555 upvotes

177 Replies

KBergan

Participant

July 18, 2023

Hi, is there a proposed timeline for this to be launched?

MPhippen on April 09, 2021

Update a contact or deal property from a task

We use workflows to automate tasks for our sales team, but once they receive the task assignment they can still be pretty manual and unhelpful for the sales team. A common example of this is when we prompt our sales team to do some discovery aft read more

Reply Idea Tasks Workflows

3 upvotes

1 Reply

KBergan

Participant

May 04, 2023

Yes please, either this or create deal forms that I can link to from the task so that I can have the correct person add the information to the deal p...read more

Cherisse on April 19, 2021

Adding Notes via Workflows

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more

Reply Idea Contacts & Companies Workflows

479 upvotes

139 Replies

KBergan

Participant

March 21, 2023

I need this feature. We have an approval process that I am creating via tasks. Once all the information has been logged, I would like to generate a s...read more

SGow on February 11, 2021

Automatically assigning task to custom owner property instead of hubspot owner property

We have account "owners" (i.e. the sales or CS person who owns the account) but also "account managers" - I'd like to automatically create a task in workflows and assign it to the account manager, which is a custom user property associated with the read more

Reply Idea Workflows

4 upvotes

1 Reply

KBergan

Participant

October 25, 2022

This would be so useful. I have a workflow that creats a set of tasks in deals for a group of approvals that are required. I have different approvers...read more

JorieMunroe on July 11, 2021

How often do you clean your contacts database?

We’re in a data-driven era, where datasets are shared between marketing, sales, and customer service teams to increase organizational effectiveness and facilitate alignment. When you have high levels of inconsistent data, it’s not just one team tak read more

Reply Discussion

206 upvotes

1601 Replies

KBergan

Participant

September 26, 2022

I have a list that reviews the engagement of contacts with several different touchpoints. Every quarter, I review and remove inactive contacts.

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