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BradHarris
Participant | Gold Partner
(He/him)
Participant | Gold Partner
Member since ‎Sep 30, 2021
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Brad Harris

Coming up to 10 years working in the HubSpot eco-system. A lover of using HubSpot to build and automate processes or creative solutions.

Activity

stephentradify on July 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to read more
Reply Idea Lists Workflows
314 upvotes
83 Replies
BradHarris
Participant | Gold Partner
February 24, 2023
@jtremblay Do we have any update here now almost 3 years later to your original post saying this is being reviewed? This is a really important feat...read more
karstenkoehler on January 23, 2023
Enforce naming convention for new assets
Hello product team, For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users t read more
Reply Idea Account Settings Blog CTAs Custom Objects Dashboards & Reports File Manager Lists Marketing Emails Properties Sequences Website & Landing Page Editor Workflows
48 upvotes
15 Replies
BradHarris
Participant | Gold Partner
January 26, 2023
Yes! Absolutely needed. We should ideally be able to create an account naming convention when setting up an account, which is then enforced for all f...read more
BradHarris on January 26, 2023
Quote link property for deals
It would help a lot if links to quotes (both the internal link as well as the customer facing web version) were automatically an actual property within the deal that they're connected to. This would help when using HubSpot with certain popular inte read more
Reply Idea Deals
0 upvote
0 Reply
Solved
BradHarris on January 25, 2023
Quote link property for deals
It would help a lot if links to quotes were an actual property within the deal that they're connected to. This would help when using HubSpot with certain integrations that don't allow you to pull quote properties already. I know you can pull quote p read more
Reply Discussion Professional
0 upvote
3 Replies
BradHarris
Participant | Gold Partner
January 26, 2023
Hi @karstenkoehler - thanks for your quick response! Your answer is brilliant and would work, but the customer I'm working with doesn't have access...read more
BradHarris on January 26, 2023
PandaDoc integration: How to pull a deal's associated contact information automatically
Using the HubSpot/PandaDoc integration, is there a way to pull a deal's associated contact information automatically? We don't want to add them as recipients of the documents we create, but we do want to pull the associated contacts' info into the d read more
Reply Discussion Professional
0 upvote
1 Reply
Solved
BradHarris on January 25, 2023
Quote link property for deals
It would help a lot if links to quotes were an actual property within the deal that they're connected to. This would help when using HubSpot with certain integrations that don't allow you to pull quote properties already. I know you can pull quote p read more
Reply Discussion Professional
0 upvote
3 Replies
BradHarris
Participant | Gold Partner
January 26, 2023
Hi @karstenkoehler - thanks for your quick response! Your answer is brilliant and would work, but the customer I'm working with doesn't have access...read more
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