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toricook
Top Contributor
Member since ‎Feb 7, 2017
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  • solutions
    1
  • Replies
    21
  • Upvotes Given
    48
  • Upvotes Received
    157
  • Ideas
    11

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Tori Cook

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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
2 upvotes
1 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
19 upvotes
6 Replies
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
Top Contributor
January 30, 2021
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
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
Top Contributor
January 30, 2021
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
31 upvotes
13 Replies
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
toricook
Top Contributor
January 12, 2021
Thanks, Bruno! That validates my own feelings as well.
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