toricook

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Tori Cook

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toricook on Fevereiro 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 Leia mais

Responder Idéia Deals

2 avaliações positivas

1 Respostas

toricook on Fevereiro 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 Leia mais

Responder Idéia Analytics Tools Dashboards & Reports Marketing Reporting

20 avaliações positivas

7 Respostas

Solucionado

toricook on Janeiro 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 Leia mais

Responder Discussão Deals Enterprise Workflows

0 avaliações positivas

2 Respostas

toricook

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Janeiro 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 ...Leia mais

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toricook on Janeiro 29, 2021

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

Responder Discussão Deals Enterprise Workflows

0 avaliações positivas

2 Respostas

toricook

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Janeiro 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 ...Leia mais

toricook on Janeiro 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.

Responder Idéia Blog

47 avaliações positivas

17 Respostas

Solucionado

toricook on Janeiro 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 Leia mais

Responder Discussão Companies Contacts

2 avaliações positivas

4 Respostas

toricook

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Janeiro 12, 2021

Thanks, Bruno! That validates my own feelings as well.

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