Katrina_Growth

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Participant | Diamond Partner

Member since

Message

solutions
0
Replies
1
Upvotes Given
41
Upvotes Received
5
Ideas
0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

GeorgeBThomas

Katrina Horne

This user hasn't created a bio yet. Edit your own profile here!

Activity

karstenkoehler on December 11, 2022

Workflow draft permissions / workflow publish permissions

At the moment, workflow permissions aren't as nuanced as email permissions. Users with edit permissions for workflow can edit live processes while permissions for marketing emails, for example, differentiate between suggesting changes (edit) and pub read more

Reply Idea Workflows

95 upvotes

15 Replies

Katrina_Growth

Participant | Diamond Partner

April 17, 2024

Agreed! I suggest applying this functionality to all automation tools: workflows, sequences, surveys, and chatflows. It would be valuable to grant u...read more

pkopp on August 30, 2023

Time Between calculated property displays only milliseconds in personalization token

I wanted to create a message where we acknowledge the amount of time someone has been engaging with our organization, specifically, how long they have been a member. Using two date contact properties (let's call them "membership join date" and "Toda read more

Reply Idea Properties

1 upvote

4 Replies

Katrina_Growth

Participant | Diamond Partner

March 11, 2024

I was prompted to vote this idea by HubSpot Support. We are using a calculated property to display student age. Age is displayed correctly in years...read more

umbck on January 10, 2019

Sending Sequences from a shared inbox

My team and I would like to be able to send email sequences to perspective clients from our shared email to keep everything in one place and have everything easily accessbile.

Reply Idea Conversations Sales Reporting

203 upvotes

86 Replies

Katrina_Growth

Participant | Diamond Partner

March 06, 2024

Following this idea and hopeful for this functionality in future! Client Use Case: We have a service team made up of full and part-time team mem...read more

CristinAldoma on October 10, 2023

Validation rules in form properties

I would like to suggest applying the validation rules for properties in the forms tool as well. I'm trying to create properties with specific validation rules, characters limit and type, but this is something that just works if you complete the pro read more

Reply Idea Forms

12 upvotes

2 Replies

Katrina_Growth

Participant | Diamond Partner

February 19, 2024

Agreed! Applying property rules to values set via forms and workflows would enhance data management in HubSpot. Here are some additional functionalit...read more

SCRamos on October 31, 2022

Enable Property Validation Character Limit Rules to apply to Forms

Recommend adding Character max/min limit Rules to Form fields similar to the existing Property Validation character limit rules. Currently, you are able to set character limits for properties however if the details are being submitted through a read more

Reply Idea Forms

16 upvotes

4 Replies

Katrina_Growth

Participant | Diamond Partner

February 19, 2024

Agreed! Applying property rules to values set via forms and workflows would enhance data management and capabilities within HubSpot. Here are some...read more

Mazze on June 09, 2020

Convert Filtered Contact Views into Lists

After working on a rather complex set of contact filters, we thought there would be an ability to convert this saved filtered view into a Contact List. So, if you have a database of 15,000 contacts and filter this down to 1,500 people, you can quick read more

Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets) Lists

30 upvotes

10 Replies

Katrina_Growth

Participant | Diamond Partner

August 24, 2023

Agreed! We should be able to convert the criteria used on a filtered record view into Active/Static List criteria.

View latest posts