プロフィール

KRobertsson
メンバー
コミュニティー参加日： ‎5 17, 2021
メッセージを送信
  • ベストアンサー数
    0
  • 件の返信
    0
  • いいね！した数
    33
  • いいね！獲得数
    98
  • ご意見・ご提案
    2

自己紹介

コミュニティーにご登録いただくか、HubSpotの無料製品をご利用いただくと、ユーザーのプロフィールが表示されるようになります。

つながり

Kajsa Robertsson

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

rjonesSolaria 12月 02日, 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 続きを読む
返信 アイデア Contacts & Companies Deals Workflows
287 いいね！
53 コメント
KRobertsson
メンバー
3月 15日, 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...続きを読む
CaitlinRose 3月 03日, 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 続きを読む
返信 アイデア Workflows
339 いいね！
62 コメント
KRobertsson
メンバー
3月 15日, 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 12月 20日, 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 続きを読む
返信 アイデア Forms
71 いいね！
17 コメント
KRobertsson
メンバー
2月 23日, 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 ...続きを読む
AnaisThomas 9月 08日, 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 続きを読む
返信 アイデア Conversations
40 いいね！
5 コメント
KRobertsson
メンバー
2月 07日, 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... ...続きを読む
williamwright 2月 21日, 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 続きを読む
返信 アイデア Conversations
222 いいね！
65 コメント
KRobertsson
メンバー
2月 07日, 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...続きを読む
nc_3manfactory 8月 09日, 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 続きを読む
返信 アイデア Meetings Sales Email Extensions & Add-Ins
29 いいね！
11 コメント
KRobertsson
メンバー
11月 03日, 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...続きを読む
最新の投稿を表示する
気になるスレッドを後ですぐに見つけられるように、コンテンツをブックマークに追加しましょう。
初めに
まずはこちらから開始することをお勧めします。はじめに、ご興味をお持ちのトピックについて詳しくお聞かせください。
自己紹介をする

フォロー中

すべて閲覧
コミュニティーバッジ

マイグループ

共通の興味を持ったグループに参加して、ネットワークを構築しませんか。HubSpotで今注目のグループや。
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.