toricook

Contributeur de premier rang

Member since

Message

solutions
1
Replies
21
Upvotes Given
48
Upvotes Received
128
Ideas
11

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Friends list is empty

Tori Cook

This user hasn't created a bio yet. Edit your own profile here!

Activity

toricook on February 22, 2021

Deal merge needs more information to differentiate closed and open deals

Hi there, When performing deal merges in HubSpot, there is an option to search for the deal name that you would like to merge. For companies that have multiple deals, this can quickly become confusing because they all have similar names. We need read more

Reply Idea Deals

1 upvote

0 Reply

toricook on February 03, 2021

Add New Behavioral Event Reports

The reporting features for HubSpot's behavioral events are very limited. The only report type one can create is a funnel report. And on the funnel reports, the conversion % isn't even displayed! It would be great if HubSpot would a) add beha read more

Reply Idea Analytics Tools Dashboards & Reports Marketing Reporting

17 upvotes

6 Replies

dmastin

HubSpot Product Team

March 01, 2022 14:15

You can access custom behavioral events in attribution reporting and the advanced report builder. We are actively building a new funnel builder (and ...read more

Solved

toricook on January 29, 2021

Close win only OPEN deals automatically from a contact-based workflow with behavioral events trigger

Hi everyone, I work for a SaaS company that sells to accounts. I'm in a contact-based workflow that is triggered from a behavioral event "Customer Upgraded Account" which indicates to us that a user has moved from their free trial account to read more

Reply Discussion Deals Enterprise Workflows

0 upvote

2 Replies

toricook

Contributeur de premier rang

January 30, 2021 07:52

Thanks! That certainly seems like the best solution. Of course, it would be even cleaner if HubSpot allowed behavioral events to be used as triggers ...read more

Solved

toricook on January 29, 2021

Close win only OPEN deals automatically from a contact-based workflow with behavioral events trigger

Reply Discussion Deals Enterprise Workflows

0 upvote

2 Replies

toricook

Contributeur de premier rang

January 30, 2021 07:52

Thanks! That certainly seems like the best solution. Of course, it would be even cleaner if HubSpot allowed behavioral events to be used as triggers ...read more

toricook on January 25, 2021

Bulk edit/add/remove blog tags

I would love the ability to bulk add, edit, or remove tags from blogs. Especially helpful during blog redesigns or restructuring your blog to be more search-friendly. Currently, you have to individually go into every post to edit a tag.

Reply Idea Blog

19 upvotes

9 Replies

ShawnM105

Member

May 16, 2022 06:31

Definitely, a feature that is needed!

Solved

toricook on January 11, 2021

Multiple account association to contacts - looking for best practices

We have a B2B company in which contacts and companies have a many-to-many relationship. One contact can be associated to multiple companies. And a company can have multiple contacts associated to it. HubSpot has a many-to-one relationship where read more

Reply Discussion Companies Contacts

2 upvotes

4 Replies

lynton

Contributor | Elite Partner

January 12, 2021 07:43

If you're using a HubSpot Enterprise subscription, consider a custom objects solution to manage multiple company to contact associations. It's not pe...read more

View latest posts