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CBaker58
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Member since ‎Jun 21, 2022
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Clare Baker

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Activity

MAgosta on June 20, 2022
In deals views, be able to filter depending on "Line items" properties
Hi, It would be really usefull to be able to filter deals in the deals page depending on their "Line items". For example, I would like to filter all my deals with items named "Starter Pack" and mass-update few deals properties depending on thi read more
Reply Idea Deals
3 upvotes
3 Replies
CBaker58
Participant
July 03, 2024
I really need to be able to do this too in the 'deals' view to help easily find deals with specific line items associated.
EFerstl on February 12, 2024
Workflow Branching - Check and Run ALL branches fitting criteria
With the current set up, Hubspot only allows you to create a workflow where the first branch matching the criteria runs. Hubspot should add a feature which allows you to create workflows where all branches are checked and run if the criteria match. read more
Reply Idea Workflows
9 upvotes
5 Replies
CBaker58
Participant
June 21, 2024
Thanks for sharing this workaround. I'm also hoping for an update soon, as facing a similar workflow with 27 options that can be appended....
JaimeC_FL on September 15, 2020
File Manager Versioning and User Information
With several people having access to our HubSpot files, it would be helpful if the file manager had versioning history and information on which user last modified/replaced/added the file.
Reply Idea File Manager
2 upvotes
2 Replies
CBaker58
Participant
May 10, 2024
I'd also add that in the file usage area for documents, it would be really helpful to be able to see where the document is linked in places beyond CM...read more
karineyrendahl on February 09, 2021
Different subscription to primary and secondary email on a contact card
In HubSpot we have integration with Microsoft CRM. In CRM, primary mail is the mail that is job-related and that sales uses in communication regards to orders and invoices etc. In HubSpot we also have primary and often a secondary mail. We often read more
Reply Idea Marketing Emails
11 upvotes
4 Replies
CBaker58
Participant
April 26, 2024
I've ended up maintaining duplicate email addresses in our HubSpot CRM as quite often we have contacts who purchase on one email and subscribe to mar...read more
ddredger on December 14, 2023
Re-enrolling Contacts in Workflow to Receive Date-Based Renewal Emails
Hey all, We recently migrated from Marketo to HubSpot, and creating a workflow that allowed contacts to re-enroll and receive date-based renewal emails each time they approached their subscription expiration date was particularly challenging (we read more
Reply Discussion Enterprise How-To Marketing Workflows
2 upvotes
5 Replies
CBaker58
Participant
December 20, 2023
Thanks for sharing - we're in the process of migrating from an in-house system which triggers renewal reminder emails, and are facing the same challe...read more
KatieMarr on September 07, 2021
Control email link tracking at email or subscription type level
We're trying to create deep links into our apps from our transactional HubSpot emails triggered via API send. We populate dynamically generated links onto custom contact properties in hubspot. The issue we're running into is these links redirect th read more
Reply Idea Marketing Emails
33 upvotes
4 Replies
CBaker58
Participant
September 12, 2023
This is a huge issue - we're having to disable source tracking for all our email links to make the transactional emails do what they need. Please all...read more
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