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TCornRain
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Membre depuis ‎oct. 12, 2021
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JMercier_ReyRey le Novembre 25, 2020
Conditional Form Notification Based on Field Entry
Requested new feature: For lead capture forms, under the 'Options' tab you can enter email address for sending notifications to when a form is submitted. It would be great if we can add conditionality to determine which addresses get the not Lire la suite
Répondre Idée Forms
17 Mentions J'aime
3 Réponses
TCornRain
Membre
Novembre 03, 2022
100% needed! Instead, we are having to use way too complicated if/then workflows! This feels like a normal request for webforms, hoping HubSpot adds ...Lire la suite
steinarslatten le Mars 16, 2021
Allow "entered stage date" in Custom Report Builder
Hi, I'm missing the date property "entered stage date" from the Custom Report Builder. The new builder is great (and allows for dual Y-axis, one of the things I was really missing). Our sales process is very lengthy and we frequently report Lire la suite
Répondre Idée Dashboards & Reports
92 Mentions J'aime
20 Réponses
TCornRain
Membre
Mai 25, 2022
WE REALLY NEED THIS TOO! Want to build a report that shows me all the deals that moved a stage in a given month - different than the forecast change ...Lire la suite
TCornRain le Mai 12, 2022
Need to add more than 20 cells to a row for Google Sheet update/creates
We want to leverage the workflow feature that populates content (original and updates) in a Google Sheet based on an Object's activity. Currently, there's a limit of 20 columns to a row that can be updated, but the KB article states up to 100 colu Lire la suite
Répondre Discussion Custom Objects Enterprise Integrations Professional Workflows
1 Mention J'aime
1 Réponse
Trevor le Août 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Répondre Idée Contacts & Companies Workflows
231 Mentions J'aime
77 Réponses
TCornRain
Membre
Mai 09, 2022
Our use case for this feature is that our sales team works on an account level, not territorially or on the contact level. If one rep is reaching ou...Lire la suite
SarahX le Décembre 01, 2020
Time in Ticket Status reporting function
We really need a way to report on how long a ticket is spending at a particular status before progressing to the next step. I honnestly thought this was part of the functionality I was paying for with Service Pro. The ability to easily see where th Lire la suite
Répondre Idée Tickets
161 Mentions J'aime
21 Réponses
TCornRain
Membre
Février 09, 2022
Will try these workarounds, but we desperately need this functionality as well!
cduffy le Janvier 02, 2020
Add personalization tokens to Playbooks
When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself. Right now they have to look through the contact record to the form submi Lire la suite
Répondre Idée Deals
40 Mentions J'aime
20 Réponses
TCornRain
Membre
Octobre 29, 2021
Agreed! There should be the option for the playbook to populate the right answer and then if there is clarity or correction that can be made through ...Lire la suite
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