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jamieroyce-mc
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Member since ‎Jul 13, 2022
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jamieroyce-mc on August 19, 2023
Create a Deal with Line Items from a Form
I want to be able to create a Deal from a form where my sales reps can add the line items they want to include in the deal all from one simple form. The current process of creating a deal, then adding line items, then editing the line items individu read more
Reply Discussion Deals
2 upvotes
2 Replies
jamieroyce-mc on July 19, 2023
Shipment Labels for Orders?
Has anyone integrated with Shipping solutions like ShipStation, Shippo or EasyPost to automatically create labels? I have a workflow set up from WooCommerce where orders come in and are automatically sync'd in HubSpot as the CRM and I want to a read more
Reply Idea Integrations
0 upvote
0 Reply
Solved
jamieroyce-mc on May 10, 2023
Internal Data Capture Form in Workflow
I know its not a good idea to use Hubspot forms for this, but is there any simple way to just have a popup modal or slideout card that prompts a Hubspot user to fill out data? When a Deal reaches a certain stage, I want to create a Task that al read more
Reply Discussion Enterprise Forms Workflows
0 upvote
1 Reply
FernandoElias on November 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Reply Idea Dashboards & Reports
774 upvotes
155 Replies
jamieroyce-mc
Contributor
January 03, 2023
This feature would help me set up Customer Lifetime Value and other calculations that are done based on multi-object reports (Deal and Company).
jamieroyce-mc on November 10, 2022
Hubspot Insights - API Access
I love the Hubspot Insights on my companies and I want to access this information from an API. Is this possible? For example, I want to integrate my customers with another system and show their Company Log, Revenue, Size, etc.
Reply Discussion Companies
2 upvotes
2 Replies
Solved
jamieroyce-mc on October 06, 2022
Is there an API endpoint to add potential duplicates to Manage Duplicates section?
I have a client that needs help with their duplicates and instead of just preparing lists of potential duplicates, I would like to load these into their "Manage Duplicates" section of their Hubspot account. Is there an API endpoint that allows this? read more
Reply Discussion Developer tools
1 upvote
3 Replies
jamieroyce-mc
Contributor
October 08, 2022
@coldrickjack thank you very much and that answers my question! I will set up my own potential duplicates checker and use that API to merge the app...read more
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