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MPenfold
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Member since ‎Sep 20, 2022
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  • Upvotes Given
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Michael Penfold

I support our sales and marketing teams to get the most out of HubSpot. I'm particularly interested in making use of the workflows to improve efficiency and the reports to improve our understanding of our strengths and weaknesses.

Activity

katie_cort on April 08, 2021
Filter by property equal to another property
It would be great if we had a filter for lists or a workflow enrollment trigger that allowed contacts to enroll if they had a property that is equal to another property. For example if email = alternative email, it would be helpful for tagging/locat read more
Reply Idea Contacts & Companies
55 upvotes
11 Replies
MPenfold
Contributor
October 26, 2023
The scenario I have for requiring this is to be able to create a filter on a report so I can see any objects that aren't aligned with associated obje...read more
Solved
fierceweek on July 11, 2023
Build report for forms based on last submission date
I'm looking for a way to build a report that can filter forms by last submission date. I was seeing comments that there is a "Forms" page under Analytics Tools but I'm not seeing it - Has it been moved under something else? Is there a way to accompl read more
Reply Discussion Forms
0 upvote
6 Replies
MPenfold
Contributor
October 20, 2023
In case anyone comes across this post and is looking to do something similar to me, thought I'd share a solution I happened upon today. In the HubS...read more
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
794 upvotes
224 Replies
MPenfold
Contributor
October 12, 2023
@VIyengar Sorry, not sure why they didn't show but have now updated so they're there.
NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
794 upvotes
224 Replies
MPenfold
Contributor
October 12, 2023
@VIyengar Sorry, not sure why they didn't show but have now updated so they're there.
Justin_Graci on August 30, 2023
How to Setup Lead Form Routing & Common Use Cases
In this how-to video, @Yourfriend_adam from Remotish , shares how to setup lead form routing in HubSpot to shorten your time to book meetings with qualified leads in a seamless way. He also covers: - What Lead Form Routing i read more
Reply Blog How To
8 upvotes
3 Replies
MPenfold
Contributor
September 27, 2023
@LeonardoDVinci it's in public beta, so you'll need to join the beta to see that option. To do that, click your account name in the top right to op...read more
Solved
Jenny26 on March 20, 2023
Workflow to copy Product Line Item value to a Property
Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as read more
Reply Discussion Enterprise Workflows
0 upvote
4 Replies
MPenfold
Contributor
September 15, 2023
Thanks for this tip @karstenkoehler ; it wasn't exactly what I needed but a little playing around with the calculation property type and I figured o...read more
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