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carl-sitback
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Membre depuis ‎nov. 21, 2017
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hannahdavidian le Janvier 23, 2020
Embed HubSpot Dashboard
It seems like something that would be a standard feature, but our company thinks it is essential to be able to embed HubSpot dashboards in external sites. For example, we have a centralized reporting system which we use a published link to embed ext Lire la suite
Répondre Idée Integrations Marketing Reporting
127 Mentions J'aime
37 Réponses
carl-sitback
Participant
Août 03, 2023
Would love to be able to embed into Confluence!
palmerij2 le Février 21, 2020
Progressive Form Fields, But For Required Deal Stage Properties Updates
Can we get the same sort of "dependent" functionality that we see in HubSpot Progressive Form Fields, but for required updated deal stage properties? EX: If my sales rep is required to update a property when moving a deal to Closed/Lost (ex: Lire la suite
Répondre Idée Deals
61 Mentions J'aime
19 Réponses
carl-sitback
Participant
Mars 01, 2023
Not really solved... in the OP example because it is a deal stage move, yes you can set the required fields. But this isn't the case for making one ...Lire la suite
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
carl-sitback
Participant
Janvier 12, 2023
Just butted up against this problem myself. Reporting against team/company goals would be great and is what management want to see.
JFinestone le Décembre 31, 2020
Adding "Other" option for a dropdown select property field (with manual single-line text input)
Why can't we add an option in a property list field called "Other" that allows you to input manual info? For our sales CRM we have many custom dropdown select properties (customer & company information) that we use to build data on usage tre Lire la suite
Répondre Idée Contacts & Companies
149 Mentions J'aime
58 Réponses
carl-sitback
Participant
Avril 19, 2022
This would definitely be useful, even though I understand the complexities and data hygiene issues it may create.
AnnaKellett le Avril 23, 2020
Deals enrolling in a workflow if created by the same workflow
I've just created a workflow to create renewal deals when a customer signs up to our services. Deal (1) closed as won > workflow creates renewal deal (2) I want the workflow to continue creating deals year on year, but when deal (2) enrol Lire la suite
Répondre Discussion
2 Mentions J'aime
19 Réponses
carl-sitback
Participant
Octobre 05, 2021
Great walkthrough @Bryantworks - super clear and seems to solve the problem, albeit with another tool.
warrendavey le Avril 30, 2020
Allow Deals to be triggered off of the same workflow that created them.
Right now if I want to create a deal from a workflow I can. But if I want the new deal to trigger the same workflow I can't. I understand the loop effect but would like it if the parameters are changed or delayed in some way without a conflic Lire la suite
Répondre Idée Deals Workflows
19 Mentions J'aime
8 Réponses
carl-sitback
Participant
Octobre 05, 2021
I appear to have hit this same problem. I can't enroll a deal into a workflow that created that deal. I'm doing something similar to the process ou...Lire la suite
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