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BLewty
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond
Membre depuis ‎juil. 27, 2021
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  • Réponses
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  • Mentions J'aime ajoutées
    39
  • Mentions J'aime obtenues
    7
  • Idées
    2

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Bethany Lewty

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Activité

SMeyerSuarez le Décembre 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 Lire la suite
Répondre Idée Custom Objects
9 Mentions J'aime
3 Réponses
BLewty
Participant | Partenaire solutions Diamond
Décembre 06, 2023
Agree with this idea. We have several clients where this functionality would be beneficial.
BLewty le Novembre 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 Lire la suite
Répondre Idée Marketing Emails
3 Mentions J'aime
0 Réponse
Uyen_Le le Octobre 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. Lire la suite
Répondre Idée Properties
2 Mentions J'aime
1 Réponse
BLewty
Participant | Partenaire solutions Diamond
Novembre 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 le Septembre 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 Lire la suite
Répondre Idée Custom Objects Lists Workflows
4 Mentions J'aime
3 Réponses
BLewty
Participant | Partenaire solutions Diamond
Septembre 21, 2023
Agree, this would be really useful.
GIlievski le Août 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 Lire la suite
Répondre Idée Properties
8 Mentions J'aime
3 Réponses
BLewty
Participant | Partenaire solutions Diamond
Août 13, 2023
Agree with this. I have the exact same issue and it's really frustrating.
JMaylandOlsen le Avril 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 Lire la suite
Répondre Idée Sales Reporting
185 Mentions J'aime
52 Réponses
BLewty
Participant | Partenaire solutions Diamond
Juin 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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