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KRobertsson
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Membre depuis ‎mai 17, 2021
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  • Mentions J'aime obtenues
    98
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rjonesSolaria le Décembre 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 Lire la suite
Répondre Idée Contacts & Companies Deals Workflows
285 Mentions J'aime
53 Réponses
KRobertsson
Membre
Mars 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...Lire la suite
CaitlinRose le Mars 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 Lire la suite
Répondre Idée Workflows
339 Mentions J'aime
62 Réponses
KRobertsson
Membre
Mars 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 le Décembre 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 Lire la suite
Répondre Idée Forms
71 Mentions J'aime
17 Réponses
KRobertsson
Membre
Février 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 ...Lire la suite
AnaisThomas le Septembre 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 Lire la suite
Répondre Idée Conversations
40 Mentions J'aime
5 Réponses
KRobertsson
Membre
Février 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... ...Lire la suite
williamwright le Février 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 Lire la suite
Répondre Idée Conversations
222 Mentions J'aime
65 Réponses
KRobertsson
Membre
Février 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...Lire la suite
nc_3manfactory le Août 09, 2022
Insert proposed times meeting function allow more than 1 hour duration
The 'insert proposed times' meeting function is great but at the moment is limited to a maximum of 1 hour duration. This means that it can't be used to schedule longer sessions for things like workshops or detailed reviews. Impact: longer meeti Lire la suite
Répondre Idée Meetings Sales Email Extensions & Add-Ins
29 Mentions J'aime
11 Réponses
KRobertsson
Membre
Novembre 03, 2023
Agree. If it is to complicated to add a setting just hard code in 4 more options: 1,5 hour, 2 hours, 3 hours, 4 hours Done quickly and a huge benefit...Lire la suite
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