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ATse
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Member since ‎Jun 3, 2021
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Frank on January 24, 2017
Filter using relative date values ("TODAY" etc.)
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want read more
Reply Idea Contacts & Companies
503 upvotes
175 Replies
ATse
Member
April 16, 2024
Hey all - you can try out this app integration "Tick Tock Today" that simply puts today's date on an object of your choosing: https://app.hubspot.co...read more
Gattooze on January 06, 2020
Count calls made per contact
I want to be able to track and count the calls made per contact. My process requires that I assign tasks/workflows depending upon the number of calls made to each contact. While the property ' Number of Times Contacted ' exists, it tracks a mix of read more
Reply Idea Calling
74 upvotes
20 Replies
ATse
Member
June 19, 2023
We need this!
ATse on June 19, 2023
Re: [Guide] How to add count of calls in Contacts & Deals
We need count of calls on our deal records. It's unfortunate that this will not work on a company level because a lot of times we call on the company phone number. It's unfortunate that you need some kind of call extension application for this to read more
Reply Idea
1 upvote
0 Reply
ATse on May 23, 2023
Automatically track call, email, and meeting count and allow average aggregation on activity reports
This is a 2 part idea but can lead to the same solution to the problem. Currently, we cannot show averages of activity count by deal in a custom report. If we put together a report with data sources from deals and activities, we could see the tota read more
Reply Idea Deals
1 upvote
1 Reply
ATse
Member
May 25, 2023
Activity based workflows would help solve this too: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idc-p/799125#M144648
sgerrits on January 08, 2021
Activity Based Workflows
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more
Reply Idea Workflows
291 upvotes
79 Replies
ATse
Member
May 25, 2023
YES! Activity-based workflows would be great. This would work well for lots of use cases and solve this issue I have for reporting: https://commun...read more
ATse on May 23, 2023
Automatically track call, email, and meeting count and allow average aggregation on activity reports
This is a 2 part idea but can lead to the same solution to the problem. Currently, we cannot show averages of activity count by deal in a custom report. If we put together a report with data sources from deals and activities, we could see the tota read more
Reply Idea Deals
1 upvote
1 Reply
ATse
Member
May 25, 2023
Activity based workflows would help solve this too: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idc-p/799125#M144648
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