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Jenna Haber

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jcworth on December 28, 2022
Hi All, I'm hoping to fire off some workflows when a certain property ( Current $MRR ) sees any jump greater than something like 30%. That property value is currently pulled through a 3rd party integration and our product but I was hoping there read more
0 upvote
3 Replies
Contributor | Elite Partner
December 28, 2022
Hi @jcworth , you're on the right track! To accomplish this: Create a custom field called 'Previous MRR' to store the Previous MRR. Create a more
Anonymous on November 15, 2022
I need a report in Hubspot that will track ALL form completions for new AND existing customers in Hubspot. Our marketing leads are tracked by form submissions whether captured at an event (we have event lead capture forms) or digital leads (ca read more
13 Replies
Contributor | Elite Partner
November 15, 2022
Hi @Anonymous , have you tried utilizing a forms report or the forms analytics tool?
MMWBilus on November 15, 2022
Right now when you pull a custom report for Companies and Deals to view all of your Closed Won deals, it pulls in all Closed Won deals (for example if the Company has renewed and has more than one Closed Won deal - I want to see the latest deal term read more
1 Reply
Contributor | Elite Partner
November 15, 2022
You can see this information by utilizing custom properties and a workflow. To do this: Add a custom single-line text property to the company more
CP-BWG on July 21, 2022
Is there really no way to simply find a contact associated with a company that has a property to something like title=president and automatically assign an association label via a workflow?? I imagine this could be done with custom code if no read more
Contributor | Elite Partner
July 26, 2022
@CP-BWG Not 100% sure about this, but I'd recommend checking out Insycle. They have some functionality for associating records based on more
SCohen5 on July 25, 2022
Hi guys! I would like to automate some of the options in the "Lead Status" property so my SDRs will be able to track and automate their work around that. The new options that i've set for that are: New: Definition - These are leads you have read more
1 upvote
2 Replies
Contributor | Elite Partner
July 26, 2022
Hi @SCohen5 , to update the Lead Status to "Attempted to Contact" you can create a workflow where contacts are only enrolled if they have an more
VanessaDendy on July 14, 2022
Hello Team! This is really a big problem we have where we have a pipeline and we want to track the time spent on each deal stage - as well as - time spent in between two stages. I saw there were some guidelines on doing it but I don't feel very con read more
0 upvote
4 Replies
Contributor | Elite Partner
July 14, 2022
Hi Vanessa! I'd recommend creating date fields to capture the date that a deal that stage. Then create a workflow with a value equals branch or a more
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