BTomjanovich

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Brittany Tomjanovich

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VAtuyer on August 03, 2023

Automatically Associate Deals with Company

Hello In my database, many deals are not associated with a company. Is there a way to automatically associate a deal with a company (for example thanks to the email address of the email address of the client)? Thanks

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0 upvote

6 Replies

BTomjanovich

Participant

March 20, 2024

Hey @DStaat ! I'm actually quite literally trying to associate a contact's primary company to a deal right now. I've never used Associ8 before, bu...read more

Solved

SHodges45 on October 09, 2023

Associating a Company with a Deal based upon a Contact's Primary Company

Hello, I am looking to set up automation that will automatically assign a Company to a Deal card, based upon the primary Contact's (required field) primary company. When I try to set up a workflow to "Set" or "Copy" the Company name from the read more

Reply Discussion CRM Deals

0 upvote

4 Replies

BTomjanovich

Participant

March 06, 2024

Hello! You stated above " During manual creation or when deals are created through workflows , HubSpot will always suggest the company association...read more

nellp on August 19, 2021

Display empty values in report charts

A standard feature in most diagram/chart-creation is to "display empty value", so I currently don't understand why Hubspot reports does not have this functionality. For uniform and comparable charts across several roles (e.g. overview of tasks for read more

Reply Idea Dashboards & Reports

64 upvotes

28 Replies

BTomjanovich

Participant

November 02, 2023

EXTREMELY frustrating that this is not a current feature - sometimes a "zero value" is the most important in a chart like this and the fact that we c...read more

Solved

BTomjanovich on October 20, 2023

Need Help with Company Associated with Ticket - Only Get ID # on Exports

I am having a **bleep** of a time trying to get information exported out of reports about my tickets. I have my tickets set up to be associated with a contact, and each contact is linked to their "Primary Company". I can see on my tickets dashboard read more

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0 upvote

3 Replies

BTomjanovich

Participant

October 20, 2023

It is already a multi-object report, and our property "Company Name" wasn't set up correctly by the last user who managed this and has incorrect info...read more

Solved

BTomjanovich on October 20, 2023

Need Help with Company Associated with Ticket - Only Get ID # on Exports

Reply Discussion Professional

0 upvote

3 Replies

BTomjanovich

Participant

October 20, 2023

It is already a multi-object report, and our property "Company Name" wasn't set up correctly by the last user who managed this and has incorrect info...read more

llegault on January 21, 2021

Select HubSpot marketing campaign in a list filter

It would be helpful to be able to use a filter selection in a contact's List for 'Campaign' > 'select name of campaign'. The idea would be that the contact would have experienced any part of a marketing campaign ( here ) asset. For example, if th read more

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39 upvotes

16 Replies

BTomjanovich

Participant

July 11, 2022

This really needs to become a priority. Why use campaigns at all if we can't filter by them and get the information we need?

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