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EricaD
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Member since ‎Jun 3, 2021
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  • Upvotes Given
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Erica Dorantes

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Activity

Sossy on October 21, 2019
File Uploads as Attachments
We have recently added the file upload option to a Lead Capture form, but this is buried in the contact properties and is not exactly user friendly to access, especially on mobile. Is it possible to have this file automatically show as an attach read more
Reply Idea attachments Forms
103 upvotes
32 Replies
EricaD
Participant
June 14, 2023
Completely agree - this would be very helpful to have these appear in the attachment section of the record.
GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
152 upvotes
41 Replies
EricaD
Participant
May 31, 2023
Any updates on this? There are a few ideas posted regarding Playbooks (like this one https://community.hubspot.com/t5/HubSpot-Ideas/Automate-Workflo...read more
Rangrachel on June 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
Reply Idea Products and Quotes
96 upvotes
44 Replies
EricaD
Participant
May 15, 2023
Please add this!
GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
152 upvotes
41 Replies
EricaD
Participant
May 31, 2023
Any updates on this? There are a few ideas posted regarding Playbooks (like this one https://community.hubspot.com/t5/HubSpot-Ideas/Automate-Workflo...read more
SWillms on August 27, 2021
Update outcome of a Zoom Meeting automatically
One thing that always needs to be done manually is to update the outcome of a scheduled zoom meeting. It would be super convenient if the integration to zoom could also pass that info through. Maybe if an attendee joined it could set it to "complet read more
Reply Idea Integrations
7 upvotes
2 Replies
EricaD
Participant
February 09, 2023
YES! 100% please add functionality to at minimum show that the meeting happened (mark as completed). We have started looking at meeting outcomes more...read more
abbyghattas on December 31, 2019
Automate Workflow From Playbook Submission
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
Reply Idea Workflows
125 upvotes
33 Replies
EricaD
Participant
February 07, 2023
We need this too, any updates? Would like to have a workflow create a task anytime a specific playbook is filled out + send an internal email.
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