JKalfayan

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Upvotes Given
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John Kalfayan

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Solved

BrianNZ on February 22, 2021

Linking Tickets to deals

I'd be keen on any thoughts on the below worflow.... 1) we create a deal and move them through our pipe. 2) at a certain point, we send them an online application form. 3) when this is completed, it creates a ticket for our provisioning team read more

Reply Discussion Starter

1 upvote

2 Replies

JKalfayan

Participant

November 10, 2021

You realize your proposed workaround is to copy information from one object into another which unnecessarily creates loads of duplicated fields and d...read more

maximelexstart on September 21, 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.

Reply Idea Forms

631 upvotes

191 Replies

JKalfayan

Participant

November 10, 2021

Just enable the association of properties across objects in hubspot. I have lots of use cases where I need to use form info for contacts or companies...read more

Solved

JKalfayan on August 16, 2021

Check for existing task workflow before creating new one

I've got a lead re-engagement workflow and all it says is if a contact is a lead and if last contact is greater than 30 days, create a new task to re-engage/follow up. I'd like to add one more condition to this which would be a way t read more

Reply Discussion Professional

0 upvote

1 Reply

jmadore on March 11, 2020

Show total price rather than price per recurring interval with quotes

With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p read more

Reply Idea Products & Quotes

97 upvotes

51 Replies

JKalfayan

Participant

June 15, 2021

How is this not a feature? I want to provide something at a monthly rate for a specific term (number of months). The term is already a field in hubsp...read more

JKalfayan on June 08, 2021

Meetings Viewed in Tasks

Allow meetings to be viewed in tasks or add a new tab at the top of tasks called "meetings" that allows you to view a list of your meetings and quickly update their outcome/status and add notes. Having to go back into the record to do this is a horr read more

Reply Idea Meetings

12 upvotes

3 Replies

hroberts on August 28, 2017

Add Location to Meetings booking page

We should have the ability to add the meeting location information somewhere on the meetings booking page. Many contacts who book meetings often ask where the meeting will be held, as they don't check the event details once it's booked. I know you read more

Reply Idea Meetings

234 upvotes

110 Replies

JKalfayan

Participant

May 28, 2021

There is a meeting location for the meetings link but when booking/logging a meeting directly from Hubsport page, there is no location available. ...read more

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