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lh
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コミュニティー参加日： ‎1 23, 2017
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lh 9月 10日, 2020
Split first conversion page and form into separate fields
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 続きを読む
返信 アイデア Reporting
2 いいね！
1 コメント
解決済み
asgJim 4月 14日, 2017
Set contact owner with hidden field on form?
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 続きを読む
返信 ディスカッション
3 いいね！
10 コメント
lh
投稿者
4月 24日, 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...続きを読む
evfishr 10月 11日, 2018
Workflow Round Robin - rotate leads evenly & in set order
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 続きを読む
返信 アイデア Workflows
126 いいね！
48 コメント
lh
投稿者
4月 10日, 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...続きを読む
JShang 11月 10日, 2017
Report for "Touches" - Engagement per Contact/Company
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) 続きを読む
返信 アイデア Marketing Reporting Sales Reporting
19 いいね！
5 コメント
lh
投稿者
6月 28日, 2018
YES PLEASE! My VP of Sales is asking for this information and I'm not sure how to get it to him
waihonger 1月 03日, 2017
Allow Workflows to specify deal properties
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 続きを読む
返信 アイデア Workflows
306 いいね！
83 コメント
lh
投稿者
12月 15日, 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...続きを読む
khughes 4月 03日, 2017
Send Workflows Emails on a Specific Day of the Week
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 続きを読む
返信 アイデア Workflows
147 いいね！
69 コメント
lh
投稿者
9月 18日, 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 ...続きを読む
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