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JStamm
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Member since ‎Jun 16, 2021
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Jesse Stamm

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JStamm
Contributor
April 14, 2025
Reply to Track Changes Made to Line Items on Deals
Yes Please... We are using deal data within some custom API's that populate spreadsheets for our Purchasing and Forecasting teams. Sometimes our deal...read more
Solved
JStamm on January 22, 2025
NPS/CSAT Survey Criteria
We'd like to start using the NPS and/or CSAT survey tools in Hubspot but we only want to send surveys to specific contact types that are associated with tickets from specific pipelines. I cannot seem to create that criteria within the survey tool s read more
Reply Discussion Feedback Surveys How-To Workaround
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2 Replies
JStamm
Contributor
December 10, 2024
Reply to Mandate associations based on deal/ticket/custom object pipeline stage change
Ditto to what @Adam_W said. When deals are initially created, in our industry, some of the company and contact associations may not be known at tha...read more
JStamm
Contributor
December 09, 2024
Reply to color options for funnel reports
Yes please... my execs are requesting different colors for reports on their dashboards because looking at a sea of orange reports gets overwhelming. ...read more
JStamm
Contributor
October 24, 2024
Reply to See all the workflows a HubSpot user is referenced
This would be so helpful.
JStamm
Contributor
September 30, 2024
Reply to Make PandaDoc integration work on deal workflows as well
+1 We're using PandaDoc for signatures of renewals (among other things) and would love to be able to write a workflow that would update the expir...read more
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