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lh
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Member since ‎Jan 23, 2017
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lh on September 10, 2020
We have had to create boatloads of forms because of the fact that HS pushes both the page title and the form name into the First Conversion field. Our site is NOT built on HS so we can't filter searches, reports, dashboards, etc., by pages which mak read more
2 upvotes
1 Reply
Solved
asgJim on April 14, 2017
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in sa read more
3 upvotes
10 Replies
lh
Contributor
April 24, 2019
YES PLEASE! Actually what would be even better is to be able to use the Hubspot Team field in forms, but the Contact Owner would work. Having the opt...read more
evfishr on October 11, 2018
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot read more
126 upvotes
48 Replies
lh
Contributor
April 10, 2019
We want this as well. If reps are doing any outreach on their own, and enter some contacts manually, it ruins their chances for being assigned inboun...read more
JShang on November 10, 2017
It would be nice to be able to generate a report which shows the activity/engagement per contact/company. This is usuful to track sales/marketing team member effort and activity. Example Use Cases: I want to know how many times (on average) read more
lh
Contributor
June 28, 2018
YES PLEASE! My VP of Sales is asking for this information and I'm not sure how to get it to him
waihonger on January 03, 2017
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
306 upvotes
83 Replies
lh
Contributor
December 15, 2017
We're trying to move a contact property (use case) over to a deal property field. With thousands of deals in our system to update, I do not want to d...read more
khughes on April 03, 2017
Right now we have the option to send out workflow emails on Business Days only. It would also be helpful if we could send a email from a workflow on a specific day of the week (Monday, Tuesday, Wednesday, etc.) consistently. We could optimize th read more
148 upvotes
69 Replies
lh
Contributor
September 18, 2017
Yes, please! This would also help us for workflows that are triggered when contacts are added to a list. Being able to add them at any time and know ...read more
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