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karinamariotti
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コミュニティー参加日： ‎12 11, 2017
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  • いいね！した数
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  • いいね！獲得数
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hayesnelson 6月 27日, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' 続きを読む
返信 アイデア Sequences Workflows
774 いいね！
262 コメント
karinamariotti
参加者
1月 23日, 2019
@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and I want to enroll custome...続きを読む
hayesnelson 6月 27日, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' 続きを読む
返信 アイデア Sequences Workflows
774 いいね！
262 コメント
karinamariotti
参加者
1月 23日, 2019
@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and I want to enroll custome...続きを読む
hayesnelson 6月 27日, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' 続きを読む
返信 アイデア Sequences Workflows
774 いいね！
262 コメント
karinamariotti
参加者
1月 23日, 2019
@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and I want to enroll custome...続きを読む
AndyPitre 4月 04日, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla 続きを読む
返信 アイデア Deals
1385 いいね！
447 コメント
karinamariotti
参加者
12月 28日, 2018
This is a feature that would be handy for all cards (deals, tickets, contacts). I'd also like to be able to edit the order the cards are shown.
cfleishman 8月 31日, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of 続きを読む
返信 アイデア Deals
1823 いいね！
559 コメント
karinamariotti
参加者
12月 24日, 2018
This is a great idea! Cloning products or even creating a workflow where products could be automatically added would be great too! This would prov...続きを読む
VagaeNatus 8月 03日, 2017
Set Close Date Automatically when Deal Closes
Hi, When a Deal closes to either Won or Lost, the final Close Data is now known. Hence, it should be set automatically, as a time stamp on the day the deal either closes won or lost. Adrien
返信 アイデア Deals Sales Reporting
24 いいね！
11 コメント
karinamariotti
参加者
12月 21日, 2018
I really wish this was an option and could be turned off. We do not want the close date to automatically be set to the day a stage is set to Closed W...続きを読む
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