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JBoger
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Member since ‎Aug 5, 2022
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Jeremy Boger

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JBoger on July 05, 2024
Number of phone calls from contact past 90 days
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
Reply Discussion Reports
1 upvote
6 Replies
JBoger
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
Number of phone calls from contact past 90 days
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
Reply Discussion Reports
1 upvote
6 Replies
JBoger
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
Report that averages time it requires to close tasks by user and overall
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.
Reply Idea Sales Reporting
115 upvotes
26 Replies
JBoger
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
Import calls for coaching playlists
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
Reply Idea Calling
6 upvotes
3 Replies
RMejia on December 16, 2021
Add/associate form submission activity with deal along with contact
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
Reply Idea Deals
182 upvotes
54 Replies
JBoger
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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