KBergan

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

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自己紹介

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Kirsten Bergan

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JasonWofford 2月 20日, 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 続きを読む

返信アイデア Account Settings

2 いいね！

1 コメント

KBergan

参加者

7月 19日, 2023

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

maximelexstart 9月 21日, 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.

返信アイデア Forms

554 いいね！

177 コメント

KBergan

参加者

7月 18日, 2023

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

MPhippen 4月 09日, 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 続きを読む

返信アイデア Tasks Workflows

3 いいね！

1 コメント

KBergan

参加者

5月 04日, 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...続きを読む

Cherisse 4月 19日, 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 続きを読む

返信アイデア Contacts & Companies Workflows

473 いいね！

139 コメント

KBergan

参加者

3月 21日, 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...続きを読む

SGow 2月 11日, 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 続きを読む

返信アイデア Workflows

4 いいね！

1 コメント

KBergan

参加者

10月 25日, 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...続きを読む

JorieMunroe 7月 11日, 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 続きを読む

返信ディスカッション

206 いいね！

1597 コメント

KBergan

参加者

9月 26日, 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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