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averyguest
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Member since ‎May 19, 2022
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  • Upvotes Given
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HenryDufloth on July 23, 2021
Use Workflow to copy properties from another object into your object.
1, A client of ours that has custom object resellers and distributors associated with company accounts 2, The goal is whenever a new reseller or distributor is added (or another trigger) that a HubSpot workflow will take information from another read more
Reply Idea Workflows
11 upvotes
5 Replies
averyguest
Participant
October 03, 2024
We would love to have this because sometimes you only need to copy properties from a company to a deal once a deal is created, which means it would b...read more
averyguest on July 18, 2024
Adding a Question After Someone Unsubscribes
We would like the ability to add a question after someone unsubscribes so we can understand why they unsubscribe. From my understanding, there is not a way to do this without code.
Reply Idea Marketing Emails
13 upvotes
1 Reply
Thomas_Vanguard on September 18, 2017
Associate a Deal to a Task in a Workflow
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
Reply Idea Deals Tasks Workflows
70 upvotes
27 Replies
averyguest
Participant
June 05, 2024
This is very important to have for our team. Because we use workflows to create renewal deals, I want the tasks to be associated with the renewal dea...read more
averyguest on May 21, 2024
Updates to Filtering Abilities on Middle Column Cards
I would like to be able to make it so you can filter on contact owner fields with owner = 'Me' on the middle column company cards, so that its dynamic to whomever is looking at it. You also can't filter by OR parameters, only AND parameters, which i read more
Reply Idea Account Settings
0 upvote
0 Reply
averyguest on May 19, 2024
Updates to make prospect dashboard more workable
Currently the prospecting dashboard is helpful for changing lead stages and seeing new leads, but not for actually completing tasks that come with sequences - ie sending emails. You can open the task dashboard and it allows you to check things read more
Reply Idea Tasks
2 upvotes
0 Reply
Solved
averyguest on May 10, 2024
Prospecting Dashboard
Currently the prospecting dashboard is helpful for changing lead stages and seeing new leads, but not for actually completing tasks that come with sequences - ie sending emails. You can open the task dashboard and it allows you to check things read more
Reply Discussion Tasks
3 upvotes
2 Replies
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