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ABeian
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Miembro desde ‎sep 3, 2021
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Alex Beian

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sgerrits en Enero 08, 2021
Activity Based Workflows
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email Leer más
Responder Idea Workflows
291 Me gusta
79 Respuestas
ABeian
Participante
Abril 08, 2024
+ 1 Activities can be linked with various other objects, without a single common one always being guaranteed. Reports are able to pull in the Ac...Leer más
natedame en Febrero 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m Leer más
Responder Idea Tasks Workflows
303 Me gusta
60 Respuestas
ABeian
Participante
Abril 08, 2024
+ 1 Tasks can be linked with various other objects, without a single common one always being guaranteed. Reports are able to pull in the Tasks d...Leer más
ClemOaky en Marzo 24, 2020
Allow File as Field Type in Deal Property
For the sake of proper Contract Management, I want to make sure that a Signed Contract is uploaded for each and every one of my (teams) deals. Currently, I can upload documents to deal, but can't filter on Deals without a file uploaded, and even if Leer más
Responder Idea Deals
37 Me gusta
12 Respuestas
ABeian
Participante
Marzo 25, 2024
Hey @rwebb1 , This is a great improvement! Thanks for the update! I already enrolled our account in the beta and from a first look it seems to ...Leer más
JeremyHong en Agosto 07, 2020
"Time Between" calculated properties: provide exact number of days or allow us to choose D/M/Y
For calculated properties that calculate Time Between Dates, it would be awesome if we could select the output metric (days/months/years) based on how precise we need the property to be. Currently, it appears HubSpot will display the exact nu Leer más
Responder Idea Deals
167 Me gusta
33 Respuestas
ABeian
Participante
Marzo 12, 2024
@GWebb6 , the automatic conversion in "worded units" (x days, months, etc.) cannot be turned off, in my experience. When building reports, HubSpot ...Leer más
cpappas_auxin en Enero 03, 2018
Importing multiple email addresses for single contact
I am importing a CSV file with contacts that have multiple email addresses. Hubspot supports multiple email addresses in the "Email" field, which is wonderful, but the data cannot be imported this way. To import, I had to create multiple email pro Leer más
Responder Idea Contacts & Companies
315 Me gusta
120 Respuestas
ABeian
Participante
Diciembre 18, 2023
Thanks for the news @agirard ! Just a few days ago we noticed this while running an import and we tried it out. Was waiting for an official con...Leer más
Bob2245 en Julio 25, 2023
Negative Durations for calculated properties
In one of my clients' portals, we've built Custom SLA's for tickets . Now I'm trying to create a property 'Time until SLA breach', which is a difference between an actual time (ms) and a max time (ms) to work on a ticket. A workflow ensures this is Leer más
Responder Idea Properties
2 Me gusta
1 Respuestas
ABeian
Participante
Noviembre 20, 2023
+1, very much needed! Our reports are currently false positive piling together time between properties which show duration both in the past and the ...Leer más
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