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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
1 upvote
1 Reply
Member
November 16, 2020 06:42
An issue for me as well. I've tried lots of ways to split them into two fields, but the challenge I keep running into is that Hubspot uses a colon as...read more
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
1 upvote
9 Replies
Contributor
January 21, 2021 07:35
I need to pull in 'contact owner' to a form, but I would like to be able to select which 'contact owners' show up from the drop down. Right now my wo...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
113 upvotes
44 Replies
HubSpot Alumni
May 07, 2021 09:24
Hey folks! I'm happy to report that evenly rotating leads through a round-robin workflow action is now Delivered!!! More info on the rotate lea...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
Member
March 31, 2022 19:23
Hey All, I may have worked out a very roundabout way to achieve this report. It's going to have a slight standard error for any post-close acti...read more
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
304 upvotes
83 Replies
Participant
December 14, 2018 08:48
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...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
147 upvotes
69 Replies
HubSpot Product Team
June 30, 2020 10:02
Delay until a day or time
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