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ToddSutt
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Membre depuis ‎janv. 21, 2022
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ToddSutt le Juin 14, 2022
Associate Records in Playbooks
Our sales team uses Playbooks as their primary tool for updating information about contacts as they communicate with them. They have very robust playbook properties to update about the contacts they talk to. We are now introducing Custom Objects for Lire la suite
Répondre Idée Playbooks
9 Mentions J'aime
7 Réponses
ToddSutt
Membre
Septembre 20, 2023
For us, our Contacts are interested in certain Brands and we need to associate them to the Brands that they are looking at. We have had to upgrade to...Lire la suite
C-Note le Décembre 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit Lire la suite
Répondre Idée Contacts & Companies
287 Mentions J'aime
130 Réponses
ToddSutt
Membre
Juillet 29, 2022
Please do this! You sent out a survey with obscure questions of what we want to see next when all we want is for you to fix the little things like th...Lire la suite
ToddSutt le Juin 24, 2022
Good resource for writing programmable automation in workflows?
Hi, my company just upgraded to Operations Hub Pro for programmable automation. Generically, I would really like a resource where I can look up what functions are available to me in the @hubspot /api-client npm library. In node docs, they have some Lire la suite
Répondre Discussion Programmable Automation
0 Mention J'aime
1 Réponse
ToddSutt le Juin 14, 2022
Associate Records in Playbooks
Our sales team uses Playbooks as their primary tool for updating information about contacts as they communicate with them. They have very robust playbook properties to update about the contacts they talk to. We are now introducing Custom Objects for Lire la suite
Répondre Idée Playbooks
9 Mentions J'aime
7 Réponses
ToddSutt
Membre
Septembre 20, 2023
For us, our Contacts are interested in certain Brands and we need to associate them to the Brands that they are looking at. We have had to upgrade to...Lire la suite
CaitlinRose le Mars 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated Lire la suite
Répondre Idée Workflows
338 Mentions J'aime
62 Réponses
ToddSutt
Membre
Juin 14, 2022
I believe I have a similar use case for this. I want to be able to associate Custom Objects to Deals in a workflow. For us, this would be assigning s...Lire la suite
ToddSutt le Janvier 26, 2022
Add Created/Updated Timestamp to Properties Export
Being able to include these timestamps in the export of properties would allow to sort by recently created properties or recently updated properties. This would be a good way to manage new properties that are created on Contacts/Deals etc., and Lire la suite
Répondre Idée Properties
1 Mention J'aime
1 Réponse
ToddSutt
Membre
Janvier 26, 2022
I need this personally because I am creating a new HubSpot system for a company that's an offshoot of a different company that uses HubSpot. I alread...Lire la suite
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