JonTemplin

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solutions
0
Replies
2
Upvotes Given
44
Upvotes Received
41
Ideas
3

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Jonathan Templin

I'm a former high school mathematics teacher with a passion for education, as well as processes and efficiencies. I've worked in sales and customer success, and have recently transitioned to a role focused on revenue operations.

Activity

rjonesSolaria on December 02, 2021

Automate record associations in workflows

I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds si read more

Reply Idea Contacts & Companies Deals Workflows

333 upvotes

67 Replies

JonTemplin

Participant

May 24, 2024

For anyone tracking this, there's another idea that is a lot more active, and there's currently a Closed Beta related to this feature as well. h...read more

NicoleSengers on February 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more

Reply Idea Contacts & Companies Workflows

1075 upvotes

346 Replies

JonTemplin

Participant

May 24, 2024

Really excited for this! Can't wait for the "Add association" label phase to be released as well.

susanmartin2006 on July 22, 2020

Custom product properties on Quotes

It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more

Reply Idea Products and Quotes

254 upvotes

90 Replies

JonTemplin

Participant

May 22, 2024

It's great you can add custom properties to Line Items now. However, it would be great to have this for Quotes as well. Here's my use case: My u...read more

Solved

SMcGill on November 01, 2023

Add Properties to Quote

I am looking to use a specific quote template to trigger a workflow once it is approved / accepted. Is there a way to identify a specific quote type? Thinking I need to add a property to do this, but then I am not sure if there is a way to attach t read more

Reply Discussion Professional

4 upvotes

6 Replies

JonTemplin

Participant

May 22, 2024

Totally different use case, but I also would love to see the ability to have custom properties on a Quote. My use case is that I want to be able ...read more

JonTemplin on April 22, 2024

Customize Reference Line

Want to have more customisation in the reference line in a pipeline size report . The sales team want to be tracking deal value coming to the top of the pipeline (not weighted). They have a target for the end of Q2, and want the slope of the refer read more

Reply Idea Sales Reporting

1 upvote

0 Reply

APradhan4 on September 21, 2022

SMS Text Message

Can we send and receive SMS text messages to our Hubspot Contacts using our Hubspot phone number?

Reply Idea Conversations

15 upvotes

6 Replies

JonTemplin

Participant

July 31, 2023

Totally agree with everything else said here. It would be so nice to be able to send and receive calls and texts from the same phone number (my HubSp...read more

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