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BLewty
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jul 27, 2021
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  • solutions
    1
  • Replies
    2
  • Upvotes Given
    39
  • Upvotes Received
    7
  • Ideas
    2

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Bethany Lewty

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Activity

SMeyerSuarez on December 06, 2022
Save emails not only to contact but also to the right custom object
Hi Our client would love to match/save e-mails not only to contacts in the HubSpot CRM, but also to the specific Custom Object by checking the email subject or the email text. For example: If my customer imports all his elevators as cu read more
Reply Idea Custom Objects
9 upvotes
3 Replies
BLewty
Participant | Diamond Partner
December 06, 2023
Agree with this idea. We have several clients where this functionality would be beneficial.
BLewty on November 24, 2023
Smart content based on custom object lists
It would be great if we had the ability to create smart content based off custom object lists. Currently the only smart content option is for 'lifecycle stage' or 'contact list', but we need to send out emails with specific content that's in a read more
Reply Idea Marketing Emails
3 upvotes
0 Reply
Uyen_Le on October 10, 2023
Bring back property details/ source history
Hubspot recently changed the source of property change history to a more general one ("Hubspot processing" in this screeenshot below for example), while previously it showed exactly which integration or which workflow caused the change. read more
Reply Idea Properties
2 upvotes
1 Reply
BLewty
Participant | Diamond Partner
November 21, 2023
Agree with Uyen_Le on this one - I don't know why they'd change it. This is invaluable when troubleshooting why something has happened.
GIlievski on September 21, 2023
Custom Object List manual workflow enrollment
You can manually enroll lists of Contacts into a live workflow but this is not possible for Custom Objects. It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you d read more
Reply Idea Custom Objects Lists Workflows
4 upvotes
3 Replies
BLewty
Participant | Diamond Partner
September 21, 2023
Agree, this would be really useful.
GIlievski on August 13, 2023
Copy literal display value of Calculated property to Single-line text
I have a "time between" calculated property. In my case, it gives a calculation of years, but it can be days, months, etc. I then want to be able to copy that value into a Single line text property. - When I use the "copy property" workflow action read more
Reply Idea Properties
8 upvotes
3 Replies
BLewty
Participant | Diamond Partner
August 13, 2023
Agree with this. I have the exact same issue and it's really frustrating.
JMaylandOlsen on April 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
Reply Idea Sales Reporting
185 upvotes
52 Replies
BLewty
Participant | Diamond Partner
June 19, 2023
100% upvote on this one. It would be extremely helpful to be able to choose the custom goal to pull into a report.
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