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PSterkenburg
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Member since ‎Jul 21, 2022
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  • Upvotes Given
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Peter Sterkenburg

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PSterkenburg on October 01, 2024
Workflow challenge to set association label Company to Company
Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records read more
Reply Discussion Custom Code Actions Data Quality Automation Format Data Actions
0 upvote
6 Replies
PSterkenburg
Contributor
October 02, 2024
Hi @kennedyp and @karstenkoehler I would love to solve the duplicate problem at the source, but as our backend system functions right now, ever...read more
PSterkenburg on October 01, 2024
Workflow challenge to set association label Company to Company
Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records read more
Reply Discussion Custom Code Actions Data Quality Automation Format Data Actions
0 upvote
6 Replies
PSterkenburg
Contributor
October 02, 2024
Hi @kennedyp and @karstenkoehler I would love to solve the duplicate problem at the source, but as our backend system functions right now, ever...read more
amstevenson on September 25, 2024
Your Virtual Assistant: Breeze Copilot
Hey, Adam here, Product Manager for Breeze Copilot! 👋 With Copilot, you can gain insightful details on prospects, generate content, prepare for upcoming customer meetings, and interact directly with your CRM data. Our goal read more
Reply Blog Product Update
0 upvote
1 Reply
PSterkenburg
Contributor
October 01, 2024
Hi @amstevenson thanks for the share! Would you have any best practices, tips on prompts, or examples of prompts to share? We are putting some...read more
DanielaMS9 on June 22, 2022
Granular permissions for App Marketplace Access
Hi everyone! (posting on behalf of a customer) Currently, the Account > Settings > App Marketplace Access: will allow the super admin to "toggle the switch on to grant the user the ability to install apps from the HubSpot Marketplace . read more
Reply Idea Account Settings
6 upvotes
6 Replies
PSterkenburg
Contributor
August 16, 2024
+1 to @PHix 🙌
MLanticse on July 10, 2024
"Me" Filter for Custom User Properties in Helpdesk View
Currently, the Helpdesk view doesn't allow filtering tickets based on custom user properties with the logged-in user ("Me") as criteria. This would be particularly helpful for agents who want to quickly identify tickets assigned to them or read more
Reply Idea Tickets
19 upvotes
3 Replies
PSterkenburg
Contributor
July 23, 2024
The 'Me' filter should be much more widely applied. Missing it in selecting Workflow owners too, and List owner, for example.
AvN-GB on January 31, 2023
Integrate SSO and SCIM and use SSO for initial login flow for new SCIM mamaged users
Although we have both SSO and SCIM configured with Okta, HubSpot does not use SSO for new users created by SCIM. So, instead of redirecting these new users to the SSO IdP (Okta) HubSpot sends these users the default Invitation e-mail. So these users read more
Reply Idea Integrations
3 upvotes
2 Replies
PSterkenburg
Contributor
July 09, 2024
Exactly this is happening to us as well, plus the invites will bounce, since the email has no time to be completed to be created. We would want t...read more
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