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DaveGoff2
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Member since ‎Aug 4, 2021
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Dave Goff

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Activity

nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Contributor
September 20, 2022
+1 to being able to add notes via workflow. We have a few forms we'd like to capture into notes.
jzick on May 04, 2020
Currently, Hubspot's integration to Zoom only automates workflow and filters based on Webinars, and not with Meetings. In the midst of COVID-19, we've shifted all events virtually. Some are webinars, but others are Zoom large group meetings (100+ re read more
47 upvotes
12 Replies
Contributor
August 04, 2022
+100 upvotes, indeed. We have monthly product trainings for our customers and we really need to be able to tell who attended.
Solved
DaveGoff2 on July 15, 2022
Is there some way to get a scheduled report of how often a workflow has run in a set amount of time?
1 upvote
2 Replies
Contributor
July 15, 2022
Excellent! I wish there was a built-in option but this works well. Nice work-around! Thanks @karstenkohler !
Solved
DaveGoff2 on July 15, 2022
Is there some way to get a scheduled report of how often a workflow has run in a set amount of time?
1 upvote
2 Replies
Contributor
July 15, 2022
Excellent! I wish there was a built-in option but this works well. Nice work-around! Thanks @karstenkohler !
Abella on December 03, 2020
I'd like to be able to trigger abandonded cart emails to go out 4 hours after shopify website visitors have had a pending checkout, which means I need to be able to edit the amount of time hubspot takes before moving shopify website visitors from ch read more
Contributor
January 05, 2022
@jaycc - Would it make more sense just to use Checkout Pending as your abandoned cart trigger and bypass the the built-in abandoned cart field comp...read more
Solved
DaveGoff2 on December 01, 2021
Hi, We'd like to find out which segment of our users is responsible for the most revenue based on a list membership. For reference, we have Shopify sending order information to Hubspot as Deals. So I'd like to see a revenue report that says read more
0 upvote
2 Replies
Contributor
December 02, 2021
Thanks for the response! I ended up doing a general Revenue report and the filtering it using List Membership and exporting to Excel, then changing ...read more
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