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JBoger
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Member since ‎Aug 5, 2022
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  • Replies
    1
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  • Upvotes Received
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Jeremy Boger

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JBoger on July 05, 2024
We are looking to create a workflow that will send an internal email to managers when a contact has called or emailed us more than 10 times in 90 days. Any thoughts on what filters are available in HubSpot that would allow us to create this workflo read more
1 upvote
6 Replies
Member
July 08, 2024
We are trying to identify customers that are having support issues. The 10 calls/emails in 90 days number was just an arbitrary number. The actual ...read more
Solved
JBoger on July 05, 2024
We are looking to create a workflow that will send an internal email to managers when a contact has called or emailed us more than 10 times in 90 days. Any thoughts on what filters are available in HubSpot that would allow us to create this workflo read more
1 upvote
6 Replies
Member
July 08, 2024
We are trying to identify customers that are having support issues. The 10 calls/emails in 90 days number was just an arbitrary number. The actual ...read more
nicolerohrer on March 02, 2021
Multiple users have requested a report that averages the time it requires to close tasks from created to completed by user and overall to monitor task completion rate and productivity.
106 upvotes
24 Replies
Member
November 01, 2023
This is somethign I was just asked about today. Would be awesome to have a canned report already. Currently working on trying to write one myself. ...read more
JBoger on October 25, 2023
It would be nice to have the ability to import call recordings from other systems into HubSpot to add to coaching playlists. A majority of our phone calls are done through an external phone system. These call recordings are not available to be add read more
5 upvotes
3 Replies
RMejia on December 16, 2021
Submitting this idea that would allow a form submission activity to be automatically associasted with a deal. At the moment, the form submission activity only appears on the contact record, and would be great if you could have the activity also show read more
153 upvotes
47 Replies
Member
August 24, 2023
This is something that is very much needed. Having the ability to have form submission data on a deal is a huge time saver. Having to go back to a ...read more
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