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KRobertsson
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Member since ‎May 17, 2021
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  • Upvotes Given
    37
  • Upvotes Received
    125
  • Ideas
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AndyBrightmile on March 18, 2021
Merge support conversations together
As a Super User, it would be great to have the ability to merge two or more conversations together. We often have several live chats and email trails from the same contact (regarding the same issue) and it would be great to be able to merge these to read more
Reply Idea Conversations
96 upvotes
25 Replies
KRobertsson
Member
May 23, 2024
Still not available? Now we use the workaround to create tickets and merge the tickets together but it does not work 100% for us.
rjonesSolaria on December 02, 2021
Automate record associations in workflows
I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds si read more
Reply Idea Contacts & Companies Deals Workflows
330 upvotes
67 Replies
KRobertsson
Member
March 15, 2024
Yes please! We have many use cases where this would be usefull and would help us from a lot of manual work. The latest is a form with more informatio...read more
CaitlinRose on March 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
Reply Idea Workflows
372 upvotes
67 Replies
KRobertsson
Member
March 15, 2024
Totally agree on this. very much needed! Our Sales reps get crazy about all the "admin" they need to do to associate everything...
JennLarsen on December 20, 2019
Forms: HubSpot Owner as a Field Option
It would be useful if you were able to select the Hubspot Owner as a Field on a Form. In certain situations, you want to assign specific leads to a particular user based on the form that is submitted. I know that you can do it in a workflow, but whe read more
Reply Idea Forms
83 upvotes
21 Replies
KRobertsson
Member
February 23, 2024
Big upvote for this functionality!! I need it now! So strange that it does not work. Seems like we as users are missing out on a lot of posibilities ...read more
AnaisThomas on September 08, 2022
Tag chat conversation
I want to tag chat conversations in HubSpot in order to identify them and create reports on these tags. These would allow my company to see the topics of chats at the moment, create new articles on the knowledage base responding to the needs of our read more
Reply Idea Conversations
50 upvotes
7 Replies
KRobertsson
Member
February 07, 2024
We would need this! U The workaround with creating tickets with tags is more complicated and not needed when you normally do not use the tickets... ...read more
williamwright on February 21, 2020
Issue Tagging on Conversations
When a customer service agent handles a conversation from email, message or chat it would be nice to assign an issue category, so an agent can flag the conversation as: shipping issue, or missing account information. So within dashboards dire read more
Reply Idea Conversations
234 upvotes
67 Replies
KRobertsson
Member
February 07, 2024
We would need this! Unfortunately the suggested workaround only works when it is the lastest reason for contacting and is not based on the actual inc...read more
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