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TRichardson68
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Member since ‎Jun 22, 2022
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Thomas Richardson

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TRichardson68
Contributor
April 11, 2025
Reply to Swap between email templates
I need this feature as well. I have about 20 automated emails up and running in workflows for pipeline stages. They all have decent open rates and we...read more
TRichardson68
Contributor
April 11, 2025
Reply to Delayed Actions in Workflows - Business Days
I need to trigger marketing emails to customers in our sales pipeline based on their stage. The workflow includes delays and branches to check if the...read more
TRichardson68
Contributor
February 28, 2025
Reply to Win Rate reporting
We have calculation properties and use them regularly on Records. There is a limit to the number of calculation properties you can use. So you're tel...read more
TRichardson68
Contributor
February 28, 2025
Reply to Win Rate reporting
This negates that there is still a need to add KPI formulas into a report. This report seems "easy" from a UI perspective, but is not in fact easier ...read more
TRichardson68
Contributor
February 14, 2025
Reply to Deal Collaborator - automated synch
The fix I did was to create a custom Hubspot User property called Collaborator, or in our case "Associated Deal Owner." This doesn't solve for a...read more
TRichardson68
Contributor
July 29, 2024
Reply to Copy Activity properties to contact record
Yes, currently the Meeting Start Time only shows date, but doesn't show the time of the meeting. This renders the data useless for a rep who receives...read more
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