tobiaspasma2

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

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Tobias Pasma

I help out with the most complex HubSpot projects; everything from intelligent automation that stretch the limits of HubSpot, system migrations or integrations, or even just implementations of any of the Hubs.

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bellawu en Abril 06, 2017

Delete contact option in workflows

Include an option in workflows to delete a contact. So if they meet the criteria to be entered into the workflow, it would then delete them from our database entirely. This would be helpful for those who come to our site and fill out forms with i Leer más

Responder Idea Workflows

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tobiaspasma2

Participante

Abril 22, 2022

You are able to do this with Operations Hub by using a custom code action where you talk to your own HubSpot API key - see below for node.js. Set y...Leer más

Yoshi en Septiembre 10, 2017

Ability to have option to enable/disable documents download

Currently, when files are sahred, the file can be downloaded by everyone who got shared with that specific document. However, there are certain times that we would not want the files to be shared. Thus, it would be great if we have an option t Leer más

Responder Idea Sales Documents

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135 Respuestas

tobiaspasma2

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Marzo 04, 2022

Very good idea that would be very helpful to have!

MStewart76 en Febrero 23, 2022

Asking for Upvotes - Automatically Add Signed quotes as attachments on a deal

Hi All, I'm hoping that if you see this message that you will visit the link and leave a vote to get this idea seen by someone at HS. Thank you! https://community.hubspot.com/t5/HubSpot-Ideas/Automatically-Add-Quotes-as-PDFs-to-Deals/idi-p/ Leer más

Responder Conversación

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tobiaspasma2

Participante

Febrero 28, 2022

Good one! Upvoted!

MStewart76 en Febrero 23, 2022

Automatically Add Quotes as PDFs to Deals

It would be great that when a quote is signed, that it is saved as a pdf attachment on the deal itself automatically.

Responder Idea Deals

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