Profile

PBond
Member
Member since ‎Oct 6, 2021
Message
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    8
  • Upvotes Received
    9
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Preston Bond

This user hasn't created a bio yet. Edit your own profile here!

Activity

Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
478 upvotes
139 Replies
PBond
Member
January 19, 2022
This would be very helpful. Right now, a form does not update the "last activity date", so if I could set up a workflow that would create a note when...read more
PBond on January 13, 2022
Forms Update "last activity date" Property
When a current contact fills out a form on our website, it does not update their "last activity date" in Hubspot. This should be considered "activity" because they are interacting with the company. Without this update, it can appear that a contact h read more
Reply Idea Forms Properties
9 upvotes
2 Replies
TristanJames on February 22, 2021
Associate form submissions with the company aswell as just the contact
We had an enquiry from our website and it pulled through to Hubspot - it created the company profile and the contact profile. I noticed this morning so checked out the company page but couldn't see any activity and then I went on the contact profile read more
Reply Idea Contacts & Companies Forms
38 upvotes
10 Replies
PBond
Member
January 13, 2022
Yes. Desperately need this in our company
austinpostler on August 05, 2020
Duplicate Phone Numbers
We run an inbound sales system and struggle with duplicate leads. On occasion, our clients will create multiple accounts in our system. HubSpot does a great job of filtering by email to eliminate duplicate contacts, however, in some instances the read more
Reply Idea Workflows
23 upvotes
7 Replies
PBond
Member
October 28, 2021
Yes we need this too! DO IT HUBSPOT
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.